JD

Overview

Total Clients

1,284

+12.4% vs last period

Revenue (MTD)

₹24.6L

+8.1% vs last period

Open Tickets

342

-5.3% vs last period

Deals in Pipeline

87

+19.2% vs last period

Active Agents

36

+2 vs last period

Churn Risk

48

+4 vs last period

Renewals Due

23

This month

Conversion Rate

34.7%

+2.1% vs last period

Revenue Trend
Monthly revenue vs target (last 12 months)
Client Growth
New acquisitions, churn, and net growth
Ticket Volume
Weekly opened, resolved, and escalated tickets
Deal Pipeline Funnel
Conversion across all pipeline stages
Leads
320
100%
Qualified
218
68%
Proposal Sent
142
44%
Negotiation
87
27%
Closed Won
54
17%
Closed Lost
33
10%
Total Leads: 320Win Rate: 16.9%Avg Cycle: 28 days
Agent Performance
Team average across key metrics (score out of 100)

Top Agents This Month

1Priya S.48 tickets98%
2Ravi K.41 tickets95%
3Ananya M.39 tickets97%
4Kiran T.35 tickets93%
Lifecycle Distribution
Clients across all lifecycle stages

Predictive Analytics

AI
Revenue Forecast
AI-predicted revenue for next 4 months with confidence band
+18.5% projected
Churn Risk Distribution
% of active clients by churn risk score

12%

High Risk

28%

Medium Risk

60%

Low Risk