CRM Dashboard

Customer relationships, contracts, and operations management

Total Revenue💰
$842,450
↑15.3%vs last month
Active Contracts📄
47
↑8%vs last month
Open Work Orders🔧
23
↓12.5%vs last month
Satisfaction Rate⭐
94%
↑3.2%vs last month

Sales Pipeline

Lead
12
$45,000
Qualified
8
$89,000
Proposal
5
$124,000
Negotiation
3
$87,000
Closed Won
15
$342,000

Recent Contracts

+ New Contract
Riverside Memorial Gardens
C-2024-047
Active
Full Service$18,500
2024-10-01
Thompson Family
C-2024-046
Active
Pre-Planning$12,800
2024-09-28
City Memorial Park
C-2024-045
Pending
Cremation + Memorial$8,900
2024-09-25
Johnson Estate
C-2024-044
Active
Cemetery Plot + Marker$15,200
2024-09-20

Recent Customers

Robert Martinez
Pre-Planning
Hot
Last: 2 hours ago$12,400
Emily Watson
Immediate Need
Hot
Last: 1 day ago$18,900
Thompson Family Trust
Estate Planning
Warm
Last: 3 days ago$45,000
Green Valley HOA
Corporate
Warm
Last: 1 week ago$89,000

Work Orders

IDTaskAssigneePriorityStatusDue Date
WO-1247Marker Leveling - Section AMike RodriguezHighIn Progress2024-10-16
WO-1246Tree Removal - North EntranceDavid ChenHighScheduled2024-10-15
WO-1245Grass Maintenance - Section B-DMike RodriguezMediumIn Progress2024-10-17
WO-1244Flower Planting - Memorial GardenSarah JohnsonLowCompleted2024-10-14
WO-1243Pathway Repair - West SideDavid ChenMediumScheduled2024-10-18

Today's Tasks

5 tasks
Follow up with Martinez family
Assigned to Sarah J. • Due: Today
High
Review Thompson contract amendments
Assigned to Mike R. • Due: Today
High
Schedule site visit with Green Valley
Assigned to David C. • Due: Tomorrow
Medium
Send proposal to Watson family
Assigned to Sarah J. • Due: Oct 16
Medium
Update CRM records for Q3
Assigned to Admin • Due: Oct 20
Low

Integrated Property Management

Connected with EternaGuard property management system for seamless operations

📊
Real-time Sync
🔗
Work Order Integration
👥
Customer 360°
⚡
Automated Workflows