Dashboard
📅 12 May - 10 Jun 2026
Welcome Back, Shivam Sir
4 open leads, 5 pending invoices, and 3 active clients today.
Total Clients
5
↟ Live Live from CRM database
Open Leads
4
↟ Live New / contacted / qualified
Active Clients
3
↟ Live Currently active accounts
Invoice Value
₹77,338.00
↟ Live All-time invoice total
CRM Activity
Revenue
₹77,338.00
↟ Live invoice revenue tracked
Revenue
Recent Leads
| Company | Contact | Status | Created |
|---|---|---|---|
| Nerul Piles Centre | Dr. Badesh Samir Shah | new | 06 May 2026 |
| Jain Dental Clinic | Dr. Akhil | contacted | 06 May 2026 |
| Amar Ent6erprises | Mr. Vikram Singal | contacted | 02 Jan 2026 |
| Keen Smiles Dental Clinic | Dr. Shubham | contacted | 24 Nov 2025 |
| Agilus Diagnostics | Mr. Atul | won | 29 Oct 2025 |
MoneyBook Snapshot
Pending Ads Budget Added on the Shivam Ad A/C
Expense • 31 Mar 2026
₹562.00
Nova Bread Instagram Post Enagagements Ad Campaign
Income • 31 Mar 2026
₹118.00
Alcohol Food
Expense • 30 Mar 2026
₹105.00
Alcohol
Expense • 30 Mar 2026
₹260.00
Vodafone Recharge Bill
Expense • 28 Mar 2026
₹709.18