Dashboard
Good afternoon, Thabo 👋 Here's your business at a glance.
Monthly Revenue
$8236
▲ 18.4% vs last month
Active Deals
34
▲ 12 new this week
Won Deals
12
▲ 6 vs last month
Conversion Rate
35.3%
▲ 4.2% vs last month
Revenue Trend (ZAR)
This Year ▾
Jan
Feb
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May
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Recent Leads
View all →
TM
Thabo Mokoena
Mokoena Holdings
KD
Karen du Plessis
Du Plessis Attorneys
ZN
Zandile Nkosi
Nkosi Retail Group
PV
Pieter van der Berg
VDB Consulting
AM
Ayanda Mthembu
Mthembu Logistics
Pending Invoices
View all →
| Client | Amount | Status |
|---|---|---|
| Mokoena Holdings | $694 | Pending |
| Nkosi Retail Group | $456 | Overdue |
| VDB Consulting | $319 | Pending |
Today's Tasks
Follow up with Thabo re: proposal
Due: 14:00 today
Send invoice #INV-0042 to Nkosi Retail
Due: EOD
Update deal stages in pipeline
Completed
Contacts
247 contacts · 34 active leads
| Name | Company | Phone | Status | Value | |
|---|---|---|---|---|---|
TM Thabo Mokoena | Mokoena Holdings | thabo@mokoena.co.za | +27 82 456 7890 | HOT | $2500 |
KD Karen du Plessis | Du Plessis Attorneys | karen@duplessis.co.za | +27 71 234 5678 | WARM | $1583 |
ZN Zandile Nkosi | Nkosi Retail Group | zandile@nkosi.co.za | +27 83 567 8901 | NEW | $667 |
PV Pieter van der Berg | VDB Consulting | pieter@vdb.co.za | +27 76 890 1234 | COLD | $486 |
AM Ayanda Mthembu | Mthembu Logistics | ayanda@mthembu.co.za | +27 84 012 3456 | NEW | $1222 |
SJ Sizwe Joubert | Joubert & Associates | sizwe@joubert.co.za | +27 72 345 6789 | CLIENT | $3722 |
NM Nokwanda Molefe | Molefe Properties | nokwanda@molefe.co.za | +27 79 678 9012 | WARM | $1889 |
Sales Pipeline
Total pipeline value: $30153
🔍 Lead8
$4972
Website Redesign
Molefe Properties
$1099
E-Commerce Store
Ubuntu Crafts
$1499
CRM Setup
VDB Consulting
$299
✅ Qualified6
$6889
Enterprise Website
Mokoena Holdings
$1499
Hosting — Annual
Du Plessis Attorneys
$399
Business Web
Mthembu Logistics
$799
📄 Proposal5
$10347
Full Digital Package
Nkosi Retail Group
$2500
CRM + Website
Joubert & Associates
$1778
🏆 Won12
$7944
Starter Website
Cape Florist
$299 ✓
Pro Hosting (1yr)
SA Accounting Co.
$399 ✓
Business Website
Durban Spice Co.
$799 ✓
Invoices
$2377 outstanding · $7958 collected this month
| Invoice # | Client | Description | Amount | Due Date | Status | Action |
|---|---|---|---|---|---|---|
| INV-0048 | Mokoena Holdings | Enterprise Website Build | $1499 | 28 Jul 2026 | Paid | |
| INV-0047 | Nkosi Retail Group | Monthly Hosting — Pro Plan | $456 | 22 Jul 2026 | Overdue | |
| INV-0046 | Du Plessis Attorneys | Business Website — 50% Deposit | $361 | 30 Jul 2026 | Pending | |
| INV-0045 | Mthembu Logistics | CRM Growth Plan — Annual | $299 | 31 Jul 2026 | Pending | |
| INV-0044 | VDB Consulting | Starter Website Build | $299 | 15 Jul 2026 | Paid |
Reports & Analytics
Business performance — July 2026
Total Revenue YTD
$0.2M
▲ 23% vs last year
Avg. Deal Size
$887
▲ $117 vs last yr
Churn Rate
3.2%
▼ 1.1% (better)
NPS Score
72
▲ 8 vs last quarter
Revenue by Service Type
January — July 2026
Web Dev — 45%
Hosting — 28%
CRM — 17%
Other — 10%
Monthly Deals Won
January — July 2026
Calendar
July 2026 — 5 upcoming events
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Tasks
8 tasks remaining · 3 overdue