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Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
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Sales Report

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₹324k this period · 01 Sep – 30 Sep 2026 · Pipeline overview and conversion analytics

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Sales Report — SOP
How this module works
✅ Up to date with current module code
A read-only sales-intelligence dashboard — pulls together leads, proposals, and invoice data into one period-filtered view of pipeline health, conversion, and revenue. It never edits anything in those modules; it only reads and summarizes.
Sections
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KPI Cards
Six headline numbers for the selected period — New Leads, Revenue Collected, Conversion Rate, Pending Payments, Avg Deal Size, and Proposals Pipeline — each with a change indicator vs the previous period.
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Trend Charts
Monthly Revenue and Leads by Month, always showing the trailing 6 months regardless of the period filter above.
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Conversion Funnel
Every lead status this period, in order, with count and percentage of total.
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Source ROI Analysis
Every lead source ranked by a combined ROI score — leads, proposals sent, converted, revenue, and average score. Click a row to see its individual leads; click a column header to sort.
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Top Leads / Lost Deals
The highest-scoring active leads this period, and every deal marked lost with its value.
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Team Performance
Per-assignee leads, conversions, win rate, and revenue for this period.
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Proposals / Follow-up / Revenue by Service
Proposal pipeline status, follow-up completion rate, and revenue broken down by service category.
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Sales Insights
Rule-based observations about this period's own numbers — no AI call, always in sync with what's on screen.
Export Sales Report
Filters are applied to exports
347
New Leads
₹324k
Revenue Collected
11.5%
Conversion Rate
₹0k
Pending Payments
₹8,092
Avg Deal Size
0
Proposals Pipeline
to
VIEW:
COMPARE:
VIEW:
Monthly Revenue
Leads by Month
Sales Insights
⚠️ Conversion Rate Dropped
Conversion rate fell 29.7 percentage points vs the previous period.
Check what changed in lead quality or follow-up speed.
🎯 Best Performing Source
invoice has the highest ROI score (85) this period.
Shift more budget/effort toward invoice.
⚠️ Deals Lost
61 deals worth ₹0 were lost this period.
Review lost reasons in Lost Deal Recovery for a common pattern.
TITLEINSIGHTSUGGESTED ACTION
⚠️ Conversion Rate Dropped Conversion rate fell 29.7 percentage points vs the previous period. Check what changed in lead quality or follow-up speed.
🎯 Best Performing Source invoice has the highest ROI score (85) this period. Shift more budget/effort toward invoice.
⚠️ Deals Lost 61 deals worth ₹0 were lost this period. Review lost reasons in Lost Deal Recovery for a common pattern.
Details