VELTRIX OS / Dashboard Live · 75 health score
Good Morning, Bhavin 👋 Good — review pending items
📖
Dashboard — SOP
How this module works
✅ Up to date with current module code
Gives an at-a-glance, always-current snapshot of the whole business — leads, revenue, expenses, team, and automation — with one-click drill-downs into the numbers that matter, without ever leaving the page.
Sections
📊
Live KPI Snapshot
8 headline numbers (leads, pipeline value, follow-ups, hot leads, revenue, outstanding, expenses, net profit), kept current via an instant Reverb push the moment something changes elsewhere, with a 5-minute background poll as a fallback if the real-time connection ever drops.
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In-Page Drill-Downs
click any of 6 KPI cards for a focused modal summary — recent leads, pipeline breakdown, today's follow-ups, hot leads, outstanding invoices, or this month's expenses — each with a 'View Full [Module]' link, instead of being redirected away from the dashboard.
📈
Revenue Trend
6 months of revenue vs. expenses, toggleable between bar and line view; the choice is remembered on this browser for next time.
🗂️
Pipeline Overview
a live Kanban-style snapshot across every lead status, with a shortcut to the full Kanban board.
👥
Team Pulse
who's active right now, refreshed automatically every 30 seconds.
🎯
Goals & Automation
active goals nearest their deadline, plus a feed of recent Auto-Pilot rule activity.
⚙️
Built for Speed
the whole page loads in 29 database queries (down from 50), and any data-fetch that fails is now logged instead of silently showing a zero.
Total Leads
311 active · 55 converted
₹
Pipeline Value
0 high-value leads
Follow-ups Today
Avg score: 40
Hot Leads
1 warm leads
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Revenue This Month
Paid invoices · September
₹
Outstanding
0 invoices pending
₹
Expenses This Month
This month's spend
₹
Net Profit
Revenue minus expenses
🔥 Hot Leads — Act Now
View All →
No hot leads yet. Score leads above 80 to see them here.
Revenue Trend · last 6 months
Revenue
Expenses
Pipeline Overview
Full Kanban →
New
310
Ajay Bhai
PiyushBHai
Vikass Bhai
Hot
0
No leads here yet
Warm
1
Jaydeep Bhai
Cold
0
No leads here yet
Won
55
AUDIT TEST CUSTOMER — ISSUE1 VERIFY
ZZ-TEST Client (B2C)
Dipak BHai
Lost
61
Jatin Bhai
Royalica Fashion
Navpad garments
Automations Today
success
Auto-score new lead on add
1 week ago
0 automations ran today