Reporting Dashboard

Office / team performance overview (daily / weekly / monthly)

Master Filters

Use one filter layer for CRM analytics. Quick shortcuts below update the same filters.
WF09 keeps its own date range below and still respects office visibility rules.
📅 Assignment Date Shortcuts
Counts react to office, airport, team, and search before status and assignment-date narrowing.
🏷️ Status Shortcuts
Tap a status chip to set the same master status filter quickly.
CRM Analytics
Core CRM performance based on the master filters above.
Total Leads
0
All Time
Deals Done
0
Conversion Rate: 0%
In Progress
0
Active Leads
Total Revenue
Rs 0
From Deals
All Team Stages Summary (CRM)
Click any count to drill down. Uncontacted = status = new OR last_contact_date is empty.
Sales Member Office Total Uncontacted Contacted Negotiating Follow Up Deal Done Lost + Cancelled
Drilldown Leads
0 results
Lead ID Customer WhatsApp Status Assigned At Last Contact Notes Action
Office Performance
Office Name City Manager Team Size Total Leads Deals Done Conversion Rate Status
Package Performance
Package Name Departure Airport Islamic Month Price Range Inquiries Bookings Conversion Rate
WF09 Follow-up & Reassignment Reports
Uses report endpoints with exact aging buckets and role-safe visibility.
Follow-up Compliance
Endpoint: /api/reports/followups
Overdue Follow-ups
—
Today Due
—
Next 7 Days
—
Top Overdue Agent
—
Exact Aging Buckets
Required buckets: 0–3, 3–7, 7–10, 10+ days.
Aging Bucket Totals
BucketTotal
Agent Office Overdue Today Next 7d 0–3 3–7 7–10 10+
Reassignment Insights
Endpoint: /api/reports/reassignments
Reassigned Total
—
Top Source Agent
—
Top Receiving Agent
—
Daily Reassignment Totals
DateTotal
From Agent Counts
AgentTotal
To Agent Counts
AgentTotal