Sales Tracking Dashboard
Homegenie Group — Analytics Dashboard
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Lead Pipeline
Daily Targets Tracker
Lead Creation — Team Target: 150 leads/day
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Leads today
Target: 150 total
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Target hit %
Team vs 150 goal
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→ Opportunity
Target: 80 opps
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Lead → Opp rate
Of today's leads
CRE Name
Progress vs individual target
Leads
Opps
Conv%
Opportunity Conversion — Team Target: 80 opps/day
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Total opps
All CREs combined
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Target hit %
Team vs 80 goal
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Opp conv. rate
Opps / leads
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CREs on target
Hit individual goal
CRE Name
Opp progress vs target
Leads
Opps
Rate%
Call Logs — Individual Target: 160 answered calls/day per CRE
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Total calls
All CREs combined
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Answered
Completed calls
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Team answer rate
Answered / Total
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CREs on target
≥ 160 answered
Lead Status Breakdown
Call Summary
| # | CRE | Total Calls | Completed | No Answer | Unique Leads | Repeat Calls | Ans. Rate |
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Analytics
Lead Status Distribution
Call Logs by CRE
Events Assigned
| # | Owner | Leads | Opportunities | Events | Converted | Conv. Rate | Follow-up Overdue | RNR Overdue | Performance |
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