CRM Dashboard
Track leads, pipeline, revenue forecast, and customer engagement.
New Leads (30d)
184
+12.4% vs last month
Open Deals
62
Pipeline value SAR 5.8M
Won This Month
SAR 1.24M
21 deals closed-won
Avg Response Time
1.9h
SLA target 1.5h
Deal Pipeline
Current stage distribution
Prospecting 14
Al Noor Trading
SAR 180,000
Falcon Logistics
SAR 96,000
Qualified 18
Riyadh Retail Group
SAR 420,000
Blue Horizon LLC
SAR 220,000
Proposal 16
Makkah Hospitality
SAR 640,000
Eastline Electrics
SAR 310,000
Negotiation 14
CEPCO Industrial
SAR 1,180,000
Naseem BuildTech
SAR 520,000
Today’s Activities
Follow-ups and scheduled calls
09:30 • Discovery Call — Al Noor Trading
Owner: Sara A. • Zoom link shared
11:00 • Proposal Review — CEPCO Industrial
Owner: Omar K. • Value: SAR 1.18M
13:15 • Renewal Follow-up — City One Retail
Owner: Noor H. • Contract renews in 21 days
16:00 • Support Escalation — Falcon Logistics
Owner: Ahmed R. • Priority: High
Pipeline
Track conversion funnel and deal probability.
Stage Conversion
Lead → Qualified (62%)
Qualified → Proposal (48%)
Proposal → Won (33%)
Forecast (Quarter)
SAR 8.4M
Weighted by deal probability
Avg Sales Cycle
27 days
Improved from 33 days
Leads
Lead list with source, score, owner, and status.
| Lead | Company | Source | Owner | Score | Status |
|---|---|---|---|---|---|
Faisal Rahman f.rahman@alnoor.sa | Al Noor Trading | Website | Sara A. | Hot | Contacted |
Nadia Khan nadia@falconlogistics.sa | Falcon Logistics | Referral | Ahmed R. | Warm | Qualified |
Yousef Malik ymalik@riyadhretail.com | Riyadh Retail Group | Campaign | Noor H. | Warm | Follow-up |
Huda Nasser huda@bluehorizon.io | Blue Horizon LLC | Website | Fatima R. | Cold | Nurturing |
Accounts
Customer accounts and health scores.
Top Accounts by ARR
CEPCO Industrial
ARR: SAR 2.4M • Health: 86%
Makkah Hospitality Group
ARR: SAR 1.2M • Health: 79%
Al Noor Trading
ARR: SAR 940K • Health: 91%
Renewals Due (60 days)
City One Retail
Due in 21 days • Owner: Noor H.
Falcon Logistics
Due in 37 days • Owner: Ahmed R.
Eastline Electrics
Due in 49 days • Owner: Layla S.
Activities
Task stream for calls, emails, demos, and reminders.
| Time | Type | Account | Owner | Outcome |
|---|---|---|---|---|
| 09:32 | Call | Al Noor Trading | Sara A. | Demo Booked |
| 11:06 | Blue Horizon LLC | Fatima R. | Awaiting Reply | |
| 13:22 | Meeting | CEPCO Industrial | Omar K. | Proposal Accepted |
| 15:05 | Task | Falcon Logistics | Ahmed R. | Escalated |
Support Tickets
Customer issue tracking with SLA status.
Open
26
Breached SLA
4
Resolved Today
18
Campaigns
Track email/social campaign performance and conversion.
| Campaign | Channel | Sent | Open Rate | Leads | Cost/Lead |
|---|---|---|---|---|---|
Q2 Construction Offer May 2026 | 12,200 | 34.2% | 73 | SAR 91 | |
ERP + CRM Bundle Jun 2026 | 89,000 imp | 2.8% CTR | 54 | SAR 118 | |
Referral Booster Jun 2026 | Partners | 36 partners | - | 28 | SAR 64 |
Analytics
Performance snapshot for revenue, conversion, and retention.
Lead to Win
11.4%
+1.2% vs previous quarter
Net Revenue Retention
118%
Upsell growth healthy
Churn Risk Accounts
7
Needs success outreach
Settings
Configure pipeline stages, lead scoring, and notification rules.
Pipeline Configuration
Default stages
Prospecting, Qualified, Proposal, Negotiation, Won/Lost
Auto probability
Enabled by stage and activity recency
SLA & Alerts
Lead response SLA
2 hours (workdays)
Escalation rule
Notify manager after 1 breach