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Master Analytics · SuggestCRM

Intelligence layer
SuggestCRM is the analytical engine behind this dashboard — a unified, real-time business intelligence layer that ingests data from Sales, Finance, Support, Marketing, HR, Projects, and Vendor modules. It consolidates KPIs, detects patterns, and provides drill‑down visibility across every branch and department. This master report acts as the single source of truth for leadership, enabling data‑driven decisions on revenue growth, operational efficiency, and customer satisfaction.
Q2 2026 · Real-time 6 Branches 148 active employees +12% vs last month
Drill-down ready Export SuggestCRM powered
Revenue (MTD)
₹8.42 Cr
+5.2% vs last month
New clients (MTD)
47
+8sales + telesales
Pipeline value
₹23.6 Cr
quoted + negotiation
Critical tickets
14
+3 high severity
Company Health
Revenue YTD ₹58.2 Cr
Branch-wise Pipeline Kanban
Mumbai: ₹2.1Cr · Navi Mumbai: ₹1.8Cr
8 KPIs · real-time
Finance
Outstanding (90+) ₹4.8 Cr
Collection efficiency 82%
Ageing buckets Branch revenue
6 pending approvals
Support & Service
SLA compliance 91%
Avg resolution 4.2h
Technician perf. RCA
2 SLA breaches today
Sales & Opp.
Deals won (MTD) ₹3.9 Cr
Conversion (lead→order) 18%
Tender tracker Pipeline
top: Priya (₹1.2Cr)
Marketing & Promo
Leads generated (MTD) 1,284
IndiaMart revenue ₹1.6 Cr
Channel ROI Campaigns
FB CPL ₹312 · Insta ₹280
HR & Employee
Attendance % 94%
Open positions 12
Onboarding Skill matrix
5 new joiners this week
Project Management
Active projects 23
On-track 17 / Delayed 6
Milestones Resource load
avg delay 4.2d
Knowledge & Vendor
Vendors 34
Licenses expiring (30d) 6
KB articles PO tracker
42 knowledge articles
Branch performance · MTD Branch filter
BranchRevenueNew clientsCritical ticketsPipelineLeads
Mumbai₹2.10Cr123₹7.4Cr112
Navi Mumbai₹1.80Cr92₹5.1Cr84
Himachal₹0.94Cr51₹2.8Cr31
Hyderabad₹1.55Cr84₹4.2Cr67
Pune₹1.25Cr72₹2.9Cr55
Surat₹0.78Cr62₹1.2Cr39
Click row → branch summary Revenue drill → client-wise
Main filters
Date range Region Department Salesperson Client type
Drill‑down actions
  • Revenue → client-wise billing
  • Critical tickets → ticket detail
  • Pipeline → opportunity kanban
  • Tele‑sales → agent breakdown
  • IndiaMart → daily lead trend
Click any KPI to explore deeper
Business impact: Identify growth, predict cash flow, spot operational pressure, improve branch performance, optimize marketing spend.
Consolidated master report · v2.4
Powered by SuggestCRM — unified intelligence across 8 modules Data sources: Sales, Invoice, Ticketing, Tally, IndiaMart, Attendance, Project, Vendor