Client Enquiries & Growth Dashboard

Real-time leads submitted via your landing page consultation form.

Total Leads

0

▤Form Submissions

New Enquiries

0

⚡Needs response

In Discussion

0

💬Contacted / Qualified

Won Clients

0

Closed Retainers

Enquiries by Channel

M

T

Meta Ads
W

T

F

S

Next Consultation

Ready for Client Enquiries

Waiting for incoming form submissions from landing page.

Preview Landing Page

Recent Enquiries

No enquiries yet. Details will appear here once someone submits the form.

Agency Marketing Team

PM

Performance Marketing Lead Meta & Google Ads Campaign Management
Active
CR

Creative & Content Strategist High-Converting Ad Creatives & Video Content
Active
SO

SEO & CRO Specialist Landing Page Conversion Optimization
Active
CS

Client Success Manager Consultation Onboarding & Retention
Active

Lead Conversion Rate

0% Ready for Leads

Won Clients

In Discussion

New Enquiries

Client Leads & Prospects Pipeline

Real-time leads submitted via your landing page consultation form

CODE	CONTACT & BUSINESS	SERVICE	BUDGET	STATUS	DATE	ACTIONS

Tasks & Leads

Manage all active projects and client enquiries.

All Leads & Prospects

CODE	CONTACT & BUSINESS	SERVICE	BUDGET	NOTES	STATUS	DATE	ACTIONS

Calendar

Schedule meetings, follow-ups, and deadlines.

Analytics

Track your lead pipeline performance and campaign ROI.

Total Leads

—

From all sources

Won / Closed

—

Conversion rate

Active Prospects

—

In pipeline

Pipeline Value

—

Estimated revenue

Pipeline Stage Breakdown

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Lead Source Channels

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Team

Manage your team members, roles, and workload.

Team Size

4

Active members

Total Leads Assigned

—

Across all members

Leads Closed

—

Won / Completed

Pending Reels

—

Awaiting delivery

Member Performance

Showing: Last 30 days

	MEMBER	ROLE	LEADS ASSIGNED	LEADS CLOSED	PENDING REELS	STATUS	ACTIONS

Settings

Customize your dashboard profile and preferences.

Profile Information

KPI Card Labels

Help & Support

Quick guides on how to use your dashboard.

How to Use the Dashboard

1
Edit any text directlyClick "✏️ Edit Text Mode" button or double-click any text on the dashboard to edit it in-place.
2
Manage LeadsGo to Tasks or scroll down on Dashboard. Click status badges to cycle through pipeline stages instantly.
3
Add Team MembersClick "Team" in the sidebar and use the "+ Add Member" button to add collaborators.
4
Schedule MeetingsClick "Calendar" in the sidebar to view and add scheduled follow-ups and meetings.
5
Export Leads to CSVClick the "Export CSV" button in the leads table to download all your leads to a spreadsheet.
6
WhatsApp Leads InstantlyClick the green WhatsApp icon next to any lead to open a pre-filled message directly in WhatsApp.

Contact Support

Having any issue? Reach out and we'll help you get set up.