heroic-me

byakhil m

Build me a complete sales tracker CRM for my sales team (setters and closers). It has three views plus a projection module. Nothing is entered twice — everything downstream auto-calculates from lead cards. VIEW 1 — KANBAN BOARD (main input) Drag-and-drop board, one card per lead. Columns = Lead Status: New, Proposal, Deposit, Follow-Up Ongoing, Meeting Follow-Up, Won, Lost. Each card contains: •⁠ ⁠Contact: Lead Name, Company, Email, Phone #, Source, Setter Name, Closer Name •⁠ ⁠Dates: Date Created, First Contact Date/Time, Date Meeting Booked, Date of Meeting •⁠ ⁠Meeting Status: Show / No-Show / Rescheduled By Us / Rescheduled By Them / Cancel / DQ •⁠ ⁠Call outcome: Offer Made (yes/no), 1-Call Sale or Follow-Up Sale •⁠ ⁠If Lost: required Loss Reason dropdown: Price / Timing / Partner-Spouse / Competitor / Ghosted / Not Qualified •⁠ ⁠Money: Deposit Amount, Total Deal Value, Cash Collected, Date Paid In Full, Refund/Clawback Amount, Commission %, Earnings (auto: (revenue - refunds) x commission %) •⁠ ⁠Follow-up tracking: Last Touch Date, auto "aging" flag if a card in Follow-Up Ongoing has no touch in 7+ days VIEW 2 — LEAD LOG All card data as a filterable, sortable table. VIEW 3 — VISIBILITY DASHBOARD (auto-calculated, filterable by rep, source, and date range) Setter metrics: •⁠ ⁠Dials/DMs sent, Conversations, Conversations-to-Booked % (add a simple daily activity input per setter) •⁠ ⁠Speed to Lead: average minutes from Date Created to First Contact •⁠ ⁠Booking Lag: average days from Date Booked to Date of Meeting •⁠ ⁠Calls Scheduled, Calls Taken, Declines, Cancels, No-Shows, Show-Up Rate % •⁠ ⁠DQ Rate per setter (DQ'd meetings / meetings set) Closer metrics: •⁠ ⁠Offer Rate % (offers made / calls taken) •⁠ ⁠Close Rate % (total sales / calls taken) AND Close Rate on Offers (sales / offers made) •⁠ ⁠1-Call Sales vs. Follow-Up Sales •⁠ ⁠Average Deal Size and Revenue Per Call Taken (RPC) •⁠ ⁠Loss Reason breakdown (pie/bar chart) •⁠ ⁠Follow-Up Aging: count of deals in Follow-Up Ongoing untouched 7+ days Money metrics: •⁠ ⁠Deposits, Total Sales, Revenue Generated, Cash Collected •⁠ ⁠Deposit-to-Paid-In-Full Conversion % and average Days to Collect •⁠ ⁠Refunds/Clawbacks total, Net Revenue •⁠ ⁠Revenue Goal (editable), Goal Completion %, Commissions Earned per rep (net of clawbacks) PROJECTION MODULE Forecast end-of-month revenue and cash from: current meetings scheduled, show-up rate, offer rate, close rate, and average deal size. Show best/expected/worst case. Design: clean, mobile-friendly, fast daily input. Highlight in red anything that predicts leaks: booking lag over 4 days, follow-ups aging 7+ days, deposits unpaid 14+ days.