Dashboard
🔍
🔔
Filters:
👥
Total Leads
1,284
🗓
Site Visit Schedule
187
📍
Site Visit Done
142
🏁
Closure
67
More Options
Qualified Lead
Disqualified Lead
New Enquiry
Not Connected
Leads by Source
Breakdown of all incoming leads
Total: 740
99Acres
220
MagicBricks
410
Reference
80
Meta
10
Google
20
Activity Status
Call activity overview
Last 30 Days
📞 Call Activity
Total Calls Done
400
Pending Calls
84
Qualified Calls
210
Disqualified Calls
106
Target vs Achievement
Monthly performance tracking
This Month
CategoryTargetAchievementProgress
Sales525
Site Visit2030
Closure107
Calling20100
Area Wise Leads
Lead distribution by locality
Scrollable
Prabhadevi
144
Worli
200
Byculla
110
Sion
86
Dadar
76
Kurla
60
Andheri
50
↕ Scroll to see more areas
Assigned Leads
Lead status for assigned pipeline
All Time
Total Lead
1,284
Qualified
534
Disqualified
212
Closure
67
Sales Funnel
Lead pipeline stage breakdown
StageTotalDroppedIn Progress
Total Calls484484
Open Lead31248264
Contacted26834234
Qualified13422112
Disqualified58580
Site Visit Sched.18715172
Site Visit Done1428134
Closure67562
StageTotalDroppedIn Progress
Total Calls390390
Open Lead26040220
Closure48444
StageTotalDroppedIn Progress
Total Calls420420
Open Lead27542233
Closure54450
StageTotalDroppedIn Progress
Total Calls360360
Open Lead24038202
Closure44341
StageTotalDroppedIn Progress
Total Calls445445
Open Lead29545250
Closure58454
StageTotalDroppedIn Progress
Total Calls460460
Open Lead30246256
Closure62557
All Leads
Click any lead to view full details
SR NoClient NamePhone NoSourceStageProject InterestLocalityAssigned ToLead Date
👤 Client Details
Client Name
Phone No
Email ID
Source
Assigned To
Lead Date
📊 Stage & Requirements
Stage
Unit
Size
Sqft
Price / Budget
Locality
🗓 Activity Timeline
📅 Visit Schedule
Date
Follow Up
Interested
Shown In
✔ Visit Done
Date
Detail Shared
Response Date
🏁 Closure
Date
Paying
Source
🏘 List of Property Shown / Sent
SR NoProject NameStageDatedSizeSqftPriceLocationAreaProperty TypeTagged DatePossession
01Lodha PalavaDetail Shared22 Mar 20262 BHK750 sqft₹1.2 CrNavi MumbaiPalava Phase 2Sale20 Mar 2026Dec 2026
02Godrej EmeraldClosure28 Mar 20263 BHK1350 sqft₹2.1 CrThaneGhodbunder RoadSale27 Mar 2026Jun 2026
All Listings
All property listings across all portals
SR NoPortal / MediumProject NameUnitSizePriceSqftWing IDFloorNo of ParkingLocationAreaBrokerage
0199AcresLodha Palava1012 BHK₹1.2 Cr700 sqftWing A4th1Navi MumbaiPalava2%
02MagicBricksGodrej Emerald2043 BHK₹2.1 Cr1100 sqftWing B8th2ThaneGhodbunder1.5%
03MetaRunwal Greens3051 BHK₹75 L550 sqftWing C3rd1MulundLBS Marg2%
04GoogleHiranandani Estate4122 BHK₹1.8 Cr1050 sqftWing D12th2PowaiHiranandani Gardens1.75%
05CampaignOberoi Sky Garden5073 BHK₹3.5 Cr1800 sqftWing A18th2WorliOberoi Complex2%
06VendorShapoorji Parkwest6032 BHK₹1.4 Cr920 sqftWing E6th1BhandupBhandup West1.5%
0799AcresRaheja Vistas7082 BHK₹95 L820 sqftWing F9th1Navi MumbaiKharghar2%
Site Visit
All scheduled and completed site visits
SR NoClient NameMobile NoStatusLead DateLast UpdateVisit Done DateRemarkWith Buyer
01
Anil Mehta
+91 98201 34567✔ Done15 Mar 202627 Mar 202625 Mar 2026Interested in 3BHK✔ Yes
02
Sneha Joshi
+91 99876 54321📅 Scheduled18 Mar 202628 Mar 2026Wants corner unit✘ No
03
Vikram Singh
+91 98765 12340✔ Done10 Mar 202626 Mar 202622 Mar 2026Budget finalized✔ Yes
04
Pooja Iyer
+91 91234 56789✘ Cancelled12 Mar 202625 Mar 2026Rescheduling needed✘ No
05
Rohit Kapoor
+91 97654 32109⏳ Pending20 Mar 202629 Mar 2026Awaiting confirmation✔ Yes
06
Meera Nair
+91 88765 43210✔ Done08 Mar 202624 Mar 202620 Mar 2026Ready to close✔ Yes
07
Karan Verma
+91 99001 23456📅 Scheduled22 Mar 202630 Mar 2026Prefers Worli location✘ No
08
Divya Patel
+91 78901 23456✔ Done05 Mar 202623 Mar 202618 Mar 2026Negotiating price✔ Yes
Import Listing
Upload listings using our standard format
📥
Standard Format Required
Download our standard template, fill in your listing data, then upload it here to import in the correct format.
📂
Drag & drop your file here
Supported formats: .xlsx, .csv — Max size 10MB
Target — Closure Data
Quarterly targets, achievements and % attainment
MetricAprilMayJuneQ1 Total
🎯 Target
Target12151845
No of Visit303540105
No of Calling150160170480
No of Closure56718
✅ Achievement
No of Visit253842105
No of Calling130155180465
No of Closure46818
📊 % Attainment
No of Visit %83%109%105%100%
No of Calling %87%97%106%97%
No of Closure %80%100%114%100%
MetricJulyAugustSeptemberQ2 Total
🎯 Target
No of Visit353842115
No of Closure67821
✅ Achievement
No of Visit324038110
No of Closure58720
📊 % Attainment
No of Visit %91%105%90%96%
MetricOctoberNovemberDecemberQ3 Total
🎯 Target
No of Visit404235117
✅ Achievement
No of Visit443928111
📊 % Attainment
No of Visit %110%93%80%95%
MetricJanuaryFebruaryMarchQ4 Total
🎯 Target
No of Visit454550140
✅ Achievement
No of Visit484252142
📊 % Attainment
No of Visit %107%93%104%101%
Expenses
All recorded expense entries
SR NoParticularExpense TypePerson NameMobile NoPurposeExpenses ByDatedApproved ByMode of Payment
01Office RentSalaryRahul Sharma+91 98201 11111BusinessNaresh01 Apr 2026Priya M.Bank Transfer
02Meta Ads — AprAdvertisingSneha Joshi+91 99876 22222BusinessGaura05 Apr 2026Rahul S.UPI
03Team LunchAdvertisingVikram Singh+91 98765 33333PersonalNaresh10 Apr 2026Priya M.Cash
04Software SubscriptionSalaryPooja Iyer+91 91234 44444BusinessGaura15 Apr 2026Rahul S.Bank Transfer
05Google Ads — AprAdvertisingRohit Kapoor+91 97654 55555BusinessNaresh20 Apr 2026Priya M.UPI
Income
All recorded income entries
SR NoParticularMode of PaymentPerson NameMobile NoPurposeEarned ByDatedStageAmount
01Brokerage — Lodha PalavaBank TransferAnil Mehta+91 98201 34567BusinessNaresh25 Mar 2026✔ Collected₹85,000
02Commission — Godrej EmeraldUPISneha Joshi+91 99876 54321BusinessGaura27 Mar 2026⏳ In Process₹1,20,000
03Token — Runwal GreensCashVikram Singh+91 98765 12340BusinessNaresh22 Mar 2026✔ Collected₹50,000
04Brokerage — HiranandaniBank TransferPooja Iyer+91 91234 56789BusinessGaura20 Mar 2026⏳ In Process₹95,000
05Commission — Oberoi SkyUPIKaran Verma+91 99001 23456BusinessNaresh18 Mar 2026✔ Collected₹1,50,000
Account — Analysis
Income vs Expenses trend
Income Trend
Monthly income — Apr through Jun
Income Summary
April
₹3,20,000
May
₹4,10,000
June
₹3,75,000
Q1 Totals
Total Income
₹11,05,000
Best Month
May
Expenses Trend
Monthly expenses — Apr through Jun
Expenses Summary
April
₹1,80,000
May
₹2,10,000
June
₹1,95,000
Q1 Totals
Total Expenses
₹5,85,000
Highest Month
May
To Do's
Activity summary and today's tasks
📍
142
Total Visits
📞
484
Total Calling
🔁
312
Total Follow Up
🏁
67
Total Closure
📋 List of Activity Done
📞
Called Anil Mehta — Follow up on Lodha Palava
28 Mar · 10:30 AM · Priya · Connected
📍
Site Visit Done — Anil Mehta
Lodha Palava · Navi Mumbai · Interested in 3BHK
🔁
Follow-up Scheduled — Vikram Singh
Runwal Greens · Callback at 5 PM · South Mumbai
📝
Closure Done — Meera Nair
Prestige Residencies · South Mumbai · ₹1.8 Cr
Lead Disqualified — Rohit Kapoor
Budget mismatch · Shapoorji Parkwest · Western Mumbai
New Lead Added — Divya Patel
Raheja Vistas · Portal Lead · Navi Mumbai
📍
8
Total Visits
📞
24
Total Calling
🔁
15
Total Follow-up
🏁
2
Total Closure
📅 Today's Activity Done
📍
Site Visit — Karan Verma
Oberoi Sky Garden · Western Mumbai · Scheduled 11 AM
🏁
Closure — Divya Patel
Raheja Vistas · Navi Mumbai · ₹95 L
📞
24 Calls Made
12 connected · 8 follow-up set · 4 not reachable
API Configuration
Manage push/pull API keys for each portal
Portal NamePush API KeyPull API KeyImport TypeProject NameStatusActions
99Acres
Auto SyncLodha Palava● Connected
MagicBricks
Manual ImportGodrej Emerald● Connected
Meta (Facebook)
WebhookAll Projects● Connected
Google Ads
Auto SyncShapoorji Parkwest✕ Error
Approvals
Pending approvals across expenses, listings and payments
Pending: 7
💸 Expenses
Meta Ads — April Campaign Expense
👤 Submitted by Gaura📅 05 Apr 2026🏢 Business · Advertising
₹42,000
Office Supplies — Stationery Expense
👤 Submitted by Naresh📅 08 Apr 2026🏢 Business · General
₹8,500
Team Dinner — Client Entertainment Expense
👤 Submitted by Priya📅 10 Apr 2026🏢 Business · Entertainment
₹15,200
🏘 Property Listings
New Listing — Lodha Palava, Unit 302 Listing
👤 Added by Ravi📅 07 Apr 2026📍 Navi Mumbai · 2BHK · ₹1.4 Cr
₹1.4 Cr
Price Update — Godrej Emerald, Unit 204 Listing
👤 Updated by Priya📅 09 Apr 2026📍 Thane · 3BHK · ₹2.3 Cr
₹2.3 Cr
💰 Payments & Income
Brokerage Release — Anil Mehta, Lodha Palava Payment
👤 Earned by Naresh📅 25 Mar 2026🏦 Bank Transfer
₹85,000
Commission Release — Karan Verma, Oberoi Sky Income
👤 Earned by Gaura📅 18 Mar 2026📲 UPI
₹1,50,000