Suspect
0
Initial enquiry stage
Enquiry conversion funnel
Suspect through order receivedBy stage
SuspectInitial enquiry or cold calling stage
0
ProspectPotential opportunity identified
0
ApproachCommunication initiated with client
0
NegotiationCommercial discussion in progress
0
Order ReceivedOrder successfully received
0
Lost enquiry analysis
0 lostHigh price
0%0 lost
Preferred vendor
0%0 lost
Technical abilities
0%0 lost
Project on hold
0%0 lost
Fake enquiry
0%0 lost
Wrong contact no.
0%0 lost
Regret enquiry
0%0 lost
Tracking overview
Every enquiry, one glanceWin rate
0%
0 won of 0 decided
Overdue follow-ups
0
Next action date has passed
Upcoming (7 days)
0
Next action due this week
Missing contact info
0
No name, designation, phone or email
Spares enquiries
0
"Is Spares" flagged on the enquiry
Export enquiries
0
Geography outside India
Missing proposal attachment
0
Printed / sent for submission, no file on record
Follow-ups & next actions
Every enquiry's next step, in one placeOverdue follow-ups
0| Enquiry | Client | Owner | Stage | Overdue |
|---|
Upcoming next actions
0| Enquiry | Client | Owner | Stage | Due |
|---|
Enquiry ageing & source
How long enquiries sit open, and where they come fromOpen enquiries by age
Source of enquiry
rose chart · all periodsSector, business type & deal value
Business type (inner ring) by sector (outer ring), sized by deal valueBusiness type & sector, by value
Supply vs. service value
Order type & proposal workflow
What's being quoted, and where the proposal document standsOrder type
tree chart · all periodsProposal status
bubble chartPeople & activity
Who's working what, and what happened recentlyEmployee leaderboard
| # | Employee | Enquiries | Won | Won value | Win rate |
|---|