Welcome, Gharounda Realty

Home Page / Dashboard

👨‍💼

Associates

📋

Bookings

🗒️

Leads

📍

Site Visits

🏢

Project

🏡

Resale

🔑

Rental Property

HomeOnline

MagicBricks

📘

Facebook

🔼

Housing.com

99acres.com

📈

Today's Productivity

Everything you accomplished today — leads, visits, bookings & tasks done.

Leads

👥

Visits

📍

Bookings

📚

✅ Pending Tasks Completed 3 / 5

Today Followups

Leads

💬

Visits

💬

Bookings

💬

Performer Of The Month

Fetched from the Associate database

CALLER

🏅

Associate Name

Leads converted: 0

SALES EXECUTIVE

🏅

Associate Name

Bookings closed: 0

DATA SUMMARY

Inquiry Stage

Inquiry Status

Inquiry Quality

Associate

📋 Leads 248

Hot 62 Warm 90 Cold 71 Junk 25

← Back to all statuses

Connected96

Details Shared54

Call Again38

Prospect Visit22

Ringing18

Switch Off9

Not Interested7

Wrong Number4

📍 Site Visit Leads 63

Hot 21 Warm 24 Cold 14 Junk 4

← Back to all statuses

Visit Done31

Revisit Confirm12

Ready To Visit9

Call to Confirm Visit6

Shifted to Next Date3

Converted to Booking2

👥

Fresh Lead

🌤️

Today's Agenda

Get, Set, Action !

Today Visits📍

Today Revisit🔄

Today Followups💬

Leads

Visits

Bookings

🕐

Pending Tasks

Make it done!

Pending Visits📍

Pending Revisit🔄

Followups💬

Leads

Visits

Bookings

📝

Today's Tasks

Stay on top of it!

All 5 →

Call back Mr. Rajesh — budget discussion

Due 2:00 PM

Share Balaji Garden brochure with client

Due 4:30 PM

Leads to Visits Conversion

Total Leads

Total Visits

Conversion Rate

27.78%

Leads Visits Conversion Rate (%)

📈

Revenue Trend

Last 6 months · Organization-wide

0%WON RATE

Won Revenue

₹0

Pipeline

₹0

Total Invoiced

₹0

🎯

Lead Sources

26 total leads

Website831%

99 Acres519%

FB312%

Facebook312%

99Acre312%

Call28%

Broker14%

Magicbricks14%

CHANGE LOG — TODAY

Running registry of the dashboard changes made today, in the order they were done.

STEP 01

Created the baseline dashboard as an exact replica of the SellXpert / Trial CRM screen — sidebar, top stat tiles, Milestone Accomplished Today, Performer of the Month, and the right rail (Fresh Lead, Today's Agenda, Pending Tasks).

STEP 02

Restyled the top stat cards to a flat 6-per-row layout with the updated set: Associates, Bookings, Leads, Site Visits, Project, Resale, Rental Property, HomeOnline, MagicBricks, Facebook, Housing.com, 99acres.com.

STEP 03

Replaced the sidebar with the IMS / TeemCRM style — “ims” logo, Dashboard active (blue gradient), Masters / Customer / Associates, plus the Pre-Sales and Task & Activities groups.

STEP 04

Added a “Today Revisit” band under “Today Visits” in the Today's Agenda card.

STEP 05

Gave the top six cards white backgrounds (subtle border + soft shadow) instead of the flat/transparent look.

STEP 06

Added a “Pending Revisit” band under “Pending Visits” in the Pending Tasks card.

STEP 07

Added the DATA SUMMARY section — filters for Inquiry Stage, Inquiry Status, Inquiry Quality and Associate, with two secondary cards (Leads and Site Visit Leads) showing quality chips and a status breakdown.

STEP 08

Made the DATA SUMMARY section adaptive — status lists scroll for any number (n) of leads, with example placeholders and larger counts.

STEP 09

Added a “Loan File” item in the sidebar, directly below Booking in the Pre-Sales group.

STEP 10

Made the quality chips (Hot / Warm / Cold / Junk) clickable — clicking one shows the actual filtered leads for that quality instead of only a count — and added this Change Log registry.

STEP 11

Split “Performer Of The Month” into two sections — Caller and Sales Executive — both fetched from the Associate database.

STEP 12

Defined the booking-performer data flow: when a client's lead is converted into a booking, that booking's Caller and Sales Executive are carried through and counted towards the Performer Of The Month sections.

STEP 13

Added a “Today's Tasks” card below Pending Tasks — heading with total task count, shows the first 2 tasks, and a centre-aligned “View More” button for longer lists.

STEP 14

Replaced the “ims” logo with the Gharounda Realty logo and set the brand name in the Cinzel font, coloured from the logo (orange-gold “Gharounda”, charcoal “Realty”).

STEP 15

Moved the Change Log to its own separate page — opened via a “Change Log” link in the top bar, with a “Back to Dashboard” button to return.

STEP 16

Restyled the Today’s Tasks card — each task now sits on a light cyan card with a teal left accent, and the total count shows in a large teal square badge.

STEP 17

Made the GR logo larger with “Gharounda Realty” (Cinzel) directly below it, extracted the logo’s white + golden-orange palette into CSS variables, and applied it across hovers, the active menu item, buttons, the Fresh Lead card and the Today’s Tasks card. Changed the heading to “Welcome, Gharounda Realty”.

STEP 18

Added an expandable card in Performer Of The Month — a “View More” arrow reveals a rectangular list of all executives with their role, leads converted and bookings (from the Associate database).

STEP 19

Beautified the DATA SUMMARY secondary cards (Leads / Site Visit Leads) — larger headings, the total count now shows in a large gold-to-orange gradient badge, and each card has a soft orange glow.

STEP 20

Added the Revenue Trend + Lead Sources analytics section below Data Summary and Tasks, and wrote a frontend data-flow spec (dashboard_data_flow.md) mapping what data feeds each dashboard block for the developer.

STEP 21

Made the sidebar and top bar sticky — they now stay pinned in place while the page content scrolls, so navigation is always visible.

STEP 22

Added a compact Leads-to-Visits Conversion section (Total Leads / Total Visits / Conversion Rate + a small bar-and-line chart) between Data Summary and Revenue Trend.

STEP 23

Made the global sidebar collapsible — Masters and Associates are now dropdown parents (click to expand/collapse); they auto-open when you are on one of their pages. Same sidebar across every page.

STEP 24

Added “Default Settings” as the first item in the Masters submenu (matching the reference order), with a themed placeholder page since its live UI wasn’t in the uploads.