Dashboard
Good morning, Yash — here's where things stand this month.
Open pipeline
₹12.4L
▲ 8.2% across 4 active deals
Won this month
₹1.85L
▲ 12% 1 deal closed · vs ₹1.65L
MRR (recurring)
₹2.05L
▲ 4.5% retainers + ads
Overdue invoices
₹1.2L
2 invoices · oldest 21 days
My open deals
· 4 active View pipeline →
Negotiation
Lumen Media — Social + Ads
SMMMeta Ads · AS Aarav
$4,500/mo
Proposal
Prestige — Website Revamp
Web Dev · DN Diya
₹3,20,000
Qualified
Nova — SEO Retainer
SEO · KR Kabir
₹45,000/mo
Lead In
GreenLeaf — Google Ads
Google Ads · DN Diya
₹30,000/mo
Recent activity
All activity →Aarav marked Skyline — Meta Ads Retainer as Won (₹85,000/mo)
2 hours ago
Stage moved to Negotiation on Lumen Media — Social + Ads
Today, 9:14 AM
Aarav added a note on Lumen Media: "Sent revised proposal, awaiting sign-off"
Yesterday, 4:48 PM
Diya emailed Prestige Realty — revised website proposal v2
2 days ago
Kabir logged a discovery call with Nova Interiors · 32 min
4 days ago
Companies
5 accounts · ₹12.4L open pipeline across the book
| Company | Type | Lifecycle | Owner | Open deal value | ||
|---|---|---|---|---|---|---|
SB Skyline Builders Mumbai |
Builder | Customer | ASAarav Shah |
₹85,000/mo | ||
PR Prestige Realty Bengaluru |
Realtor | Customer | DNDiya Nair |
₹3,20,000 | ||
NI Nova Interiors Pune |
Business | Prospect | KRKabir Rao |
₹45,000/mo | ||
LM Lumen Media US United States · USD |
Business | Qualified | ASAarav Shah |
$4,500/mo | ||
GL GreenLeaf Organics Delhi |
Business | Lead | DNDiya Nair |
₹30,000/mo |
Showing 5 of 5 companies
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1
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Pipeline
Drag deals between stages to update. 5 open deals · ₹12.4L weighted.
Lead In
1
Stage total₹30,000/mo
GreenLeaf — Google Ads
GreenLeaf Organics · Delhi
₹30,000/moGoogle Ads
DN2d in stage
Add deal
Qualified
1
Stage total₹45,000/mo
Nova — SEO Retainer
Nova Interiors · Pune
₹45,000/moSEO
KR5d in stage
Add deal
Proposal Sent
1
Stage total₹3,20,000
Prestige — Website Revamp
Prestige Realty · Bengaluru
₹3,20,000Web Dev
DN9d · follow up
Add deal
Negotiation
1
Stage total$4,500/mo
Lumen Media — Social + Ads
Lumen Media US · USD
$4,500/moSMMMeta
AStoday
Add deal
Won
1
Won this month₹85,000/mo
Skyline — Meta Ads Retainer
Skyline Builders · Mumbai
₹85,000/moMeta Ads
ASWon
Back to Pipeline
Lumen Media — Social + Ads
Deal value
$4,500/mo
Lead In
Qualified
Proposal Sent
Negotiation
Won
Key facts
Expected close18 Jun 2026
SourceReferral — Skyline
CurrencyUSD ($)
Deal typeRecurring retainer
Created22 May 2026
Win probability70%
Linked engagement
Meta Ads — retainer
Active · synced from production platform
Contacts + Add
RP
Rachel Park
Head of Growth · Decision maker
TM
Tom Mercer
Marketing Manager · Champion
Activity timeline
Write a note about this deal… @mention a teammate, attach files, or set a follow-up.
Today
Stage moved to Negotiation from Proposal Sent · by Aarav Shah · 9:14 AM
Yesterday
ASAarav ShahNoteYesterday · 4:48 PM
Sent revised proposal, awaiting sign-off. Rachel confirmed budget approved internally; just needs Tom to counter-sign the SOW. Following up Monday if no reply.
This week
ASAarav ShahEmail2 days ago
Shared case studies — sent the Skyline & Prestige Meta Ads performance decks to Rachel and Tom. Subject: "CreatiSoul — results from comparable retainers."
ASAarav ShahCall4 days ago
Discovery call — 32 min. Walked through scope: organic social (3 platforms) + Meta paid. Pain point is inconsistent posting cadence. Decision by end of June.