Dashboard
Client Demo Β· Sample Data
PD
Good morning, Priya πŸ‘‹
Here's how the IREF pipeline is moving today β€” 26 Aug 2026
Recent Activity
Pipeline Snapshot
Leads
All leads captured across Meta Ads, MahaRERA events & webinars
LeadSourceProgramStagePriorityAssigned ToLast Activity
Pipeline
Drag a card to move it β€” reflected instantly on Dashboard & Leads
Follow-ups
Today & upcoming tasks across Email, SMS and WhatsApp
Analytics
Conversion funnel, source performance & team leaderboard
Conversion Funnel
Leads by Source
Rep Leaderboard
Program-wise Interest
Admin / Config
Pipeline stages, lead sources & team roles
Pipeline Stages
New
Contacted
Qualified
Proposal Sent
Enrolled
Lost
Lead Sources
Meta Ads
MahaRERA Event
Webinar
Team & Roles
Priya Deshmukh β€” Counselor
Rohan Mehta β€” Counselor
Ananya Kulkarni β€” Counselor
Vikram Singh β€” Team Lead
Analytics and Admin/Config are shown here for the demo walkthrough. Current build scope covers Lead Capture, Assignment, Follow-ups and Pipeline β€” these two screens would be scoped as a follow-on phase.
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Overview
Activity Timeline
WhatsApp Thread