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📊
Active Leads
–
open opportunities
🎯
Pending Follow-ups
–
need attention
✅
Confirmed Orders
–
total confirmed
❌
Lost / Stale
–
drafts >14 days
💰
Monthly Revenue
–
this month
🔄
Repeat Customers
–
ordered 2+ times
⭐
High Value >$5K
–
total orders > $5K
👑
VIP >$10K
–
total orders > $10K
📋
Pending Approval
–
quotations awaiting
Period:
Today's Sales
–
confirmed today
This Week
–
Mon – today
This Month
–
confirmed
This Year
–
YTD revenue
Receivables
–
outstanding balance

2025 Annual Summary

Historical data from confirmed orders
Total Revenue
–
full year
Orders
–
confirmed
Avg Order Value
–
per order
Best Month
–
–
Customers
–
unique buyers
Monthly Breakdown
Top Customers
Top Categories
📦
Open Purchase Orders
–
in progress
🚢
Shipments In Transit
–
en route
⏳
POs Pending Approval
–
awaiting sign-off
⚠️
Overdue ETA
–
shipments past ETA

📈 Monthly Sales Trend

Confirmed
All
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🎯 Lead Status

–
Total
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📌 Customer Source

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🌍 Country-wise Sales

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📦 Product Category

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🧾 Recent Invoices View all →
Invoice No. Customer Date Status Amount
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📅 Follow-ups Due View pipeline →
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🏆 Sales Leaderboard
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⚠️ Compliance Alerts Certificates →
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📅 Recent Activity View all →
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