Total Contacts
—
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Active Deals
—
In pipeline
This Month
—
New contacts
Closed Deals
—
All time
📥 New Leads
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🔔 Follow-up Reminders
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Team Access
▼
Recent Contacts
| Contact | Phone | Interest | Status | Agent | Date |
|---|---|---|---|---|---|
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All Contacts
| Name | Phone | Estate | Interest | Budget | Status | Agent | Date Added | Actions |
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Total Received
KES 0
This Month
KES 0
Transactions
0
Payment Log
| Ref Number | Client | Amount | Bank/Paybill | Account | Estate | Date | Logged By |
|---|---|---|---|---|---|---|---|
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👁️
Director-level view — complete business overview across all teams and agents
Sales Today
—
leads closed
Sales This Week
—
leads closed
Sales This Month
—
leads closed
Sales This Year
—
leads closed
Total Revenue (Payments)
—
This month: —
Total Pipeline Value
—
Active deals budget sum
Lead Conversion Rate
—
closed / total leads
Total Active Agents
—
Agents + Managers + CEO
🏆 Team Performance Rankings
| Rank | Agent | Role | Total Leads | Closed | Conversion % | Revenue Collected |
|---|---|---|---|---|---|---|
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📊 Pipeline Breakdown (Company-wide)
💰 Collection Performance
All Plots
| Plot No. | Parcel No. | Project | Size | Price | Status | Owner | Title Deed | Actions |
|---|---|---|---|---|---|---|---|---|
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Total Earned
KES 0
Total Paid
KES 0
Outstanding
KES 0
Commission Records
| Agent | Sale | Sale Amount | Rate | Commission | Status | Actions |
|---|---|---|---|---|---|---|
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📊 Sales performance metrics — scoped to your visibility level
Agent KPI Breakdown
| Agent | Leads | Calls | Site Visits Booked | Site Visits Attended | Reservations | Sales Closed | Revenue | Conversion % |
|---|---|---|---|---|---|---|---|---|
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🏆 Leaderboard — ranked by deals closed, then revenue
Full Rankings
| Rank | Name | Role | Leads | Closed | Conversion % | Revenue |
|---|---|---|---|---|---|---|
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Customer Complaints
| Client | Issue | Priority | Status | Logged By | Date | Actions |
|---|---|---|---|---|---|---|
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Tasks
| Subject | Contact | Due Date | Priority | Status | Assigned To | Actions |
|---|---|---|---|---|---|---|
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👥 Company-wide team structure — every Team Leader and their assigned agents
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👥 Your team — performance and recent activity overview
Team Members
—
Including you
Team Leads (Month)
—
New contacts this month
Team Sales (Month)
—
Closed deals
Team Revenue (Month)
—
Payments logged
Team Members
| Name | Last Login | Leads | Sales | Revenue | |
|---|---|---|---|---|---|
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Recent Team Activity
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Scroll to see all 9 stages
🔵 New0
🟣 Assigned0
🟡 Following Up0
📍 Site Visit Done0
🤝 Negotiating0
📝 Reserved0
✍️ Agreement Signed0
✅ Sold0
❌ Lost0
💡 Scroll right to see all stages · Existing "Qualified" contacts now show under "Following Up"
Activity Log
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User Management
| Name | Role | Team Leader | Status | Last Login | Actions | |
|---|---|---|---|---|---|---|
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