Dashboard
Live overview across all leads and projects.
My Pipeline
Leads assigned to you — move each from first contact through to booking.
| Lead | Project | City | Source | Status | Likelihood | Latest Note | Quotation | Amount Paid | Last Update |
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My Projects
Booked leads with a recorded payment — track their build from here.
Performance
Your personal conversion snapshot.
Funnel
Design Catalogue
Upload sample designs across categories — visible to every customer as an inspiration gallery in their portal.
Add Design
Bulk Upload
Select many images at once — titles auto-fill from filenames (edit any of them before uploading), all get the same category unless you change individual rows.
Quotation Calculator
Standard line items picked from when building a quotation — rate auto-fills, just enter dimensions.
Add Line Item
Bulk Import from Excel
Columns: Category, Item Name, Material Spec, Description, Unit Type (sqft or lump), Rate. Download the template, fill it in, then upload — new rows are added, existing items are untouched.
| Category | Item | Material | Unit | Rate | Default? | Status |
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