CRM Dashboard Team Whiteboard in Pink Black Tactile 3D Style.pdf

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1. NAME JULY AUGUST
Ravi Krishnan₹1,23,456 ₹234,568
Jiya Soni ₹101,234 ₹2,23,456
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URGENT ACTION ITEMS
Action Item Point Person Deadline
Submit monthly sales analysis
Farida Abdul
12/10/2030
Add another task hereIdentify the assigned personIndicate the due date
TOP SALES STAFF
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show the status of each
person's sales lead
activities
ANNUAL REVENUE
Bundles drive revenue growth during last two months of Q2Year to date, top user purchases during the month fall under internet plans
Plans Bundles Products
Jan Feb March April May June
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Plan Bundle
Products
Home Internet
Business
Corporate
5G
Fiber Optic
Ethernet Router
PURCHASES
Asia continues to bring in most significant
opportunity compared to other continents
Campaign revenues recover and outperform
prior-year record during 2nd quarter
2029 2030
JanFebMarchAprilMayJune
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5
10
15
20
25
OPPORTUNITY AMOUNT PER CONTINENT LEADS STATUS
Ravi K. rakes in highest open and working leads for the month
CAMPAIGN REVENUE
Sales Team Performance
Open Working Archived
0 10 20 30 40 50
Minjoo J.
Yuqin F.
Matt Z.
KPI
CURRENT
MONTH
New Contacts1,234
New Leads2,345
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Asia
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Customer Relationship
Management Dashboard
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pipeline and key performance indicators
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