Broker Dashboard
Track your leads, follow-ups and site visit activity
{{dashboardDate}}
Good Morning,
{{brokerName}}
New Leads
{{new_leads_today}}
Today
Follow Ups
{{followup_lead}}
Pending
Site Visit Scheduled
{{site_visit_scheduled}}
This Month
Site Visit Done
{{site_visit_done}}
This Month
Interested Leads
{{interested_leads}}
This Month
Pending Follow Ups
{{past_followup_count}}
Overdue
Today's Follow Ups
| Time | Lead Name | Project | Follow Up For | Type | Status |
|---|---|---|---|---|---|
| {{lead.time || lead.follow_up_date}} | {{lead.cust_name}} | {{lead.project_name || '-'}} | {{lead.remark || lead.status_name || 'Follow Up'}} | {{lead.status_name || 'Pending'}} | |
| No follow ups for today | |||||
Site Visit Done (Recent)
View All| Date | Client Name | Project | Sales Executive | Status |
|---|---|---|---|---|
| {{formatDateTime(visit.site_visit_done_date, visit.time)}} | {{visit.cust_name}} | {{visit.project_name || '-'}} | {{visit.executive_name || 'You'}} | {{visit.status_name || 'Completed'}} |
| No site visits completed yet | ||||
Site Visit Schedule (Upcoming)
View Calendar| Date & Time | Client | Project | Location | Status |
|---|---|---|---|---|
|
{{formatDate(visit.site_visit_schedule_date)}} {{visit.time}} |
{{visit.cust_name}} | {{visit.project_name || '-'}} | {{visit.location || '-'}} | {{visit.status_name || 'Confirmed'}} |
| No upcoming site visits | ||||
Lead Summary
View Report
Total Leads
{{all_leads}}
New Leads
{{oredr_own_this_month}}
Follow Ups Pending
{{past_followup_count}}
Site Visit Scheduled
{{site_visit_scheduled}}
Site Visit Done
{{site_visit_done}}
Interested Leads
{{interested_leads}}
My Tasks & Reminders
{{todayTasks.length}}
Tasks for Today
{{task.task_time || 'All day'}}
{{task.task_title}}
{{task.project_name || 'No project'}}
{{todayTasks.length}}
Tasks
for Today
for Today
No tasks for today