CRM Overview · All projects · All teams · May 2025
Total Leads
3,841
+16% vs April
Site Visits
742
19.3% of leads
Payments
218
29.4% of visits
Bookings
84
38.5% of payments
Conv. Rate
2.2%
Target 2.5%
Revenue est.
₹105 Cr
Avg ₹1.25 Cr/ticket
Avg Response
38 min
+6 min vs target
Lead Volume & Bookings — 6 Months
Monthly leads vs bookings · dual axis
Master Funnel
3,841 leads → 84 bookings · May 2025
Leads
3,841
3,841
100%
↓ 76%
Followup
2,920
2,920
76%
↓ 66%
Interested
1,921
1,921
50%
↓ 39%
Site Visit
742
742
19%
↓ 29%
Payment
218
218
5.7%
↓ 39%
Booking
84
84
2.2%
Lead Source Mix
Where leads come from · May 2025
Conversion Rate by Project
Lead-to-booking % · all 6 projects
⚠ Hygiene Alerts
Leads requiring immediate action · today
🔴Unassigned Leads3
L101 (45d) · L102 (120d) · L103 (30d)
🟡Not Contacted2
Rahul: L201 (20d) · Ankit: L202 (90d)
🔁Duplicate Leads2
L1001 (2 dups · 15m gap) · L1002 (3 dups)
🔵Multi-Attempt No-Connect2
L401 (5 attempts) · L402 (7 attempts)
Pipeline Status Snapshot
All leads classified as of today
StatusCount% of totalAvg age (days)Est. valueAction required
New / Uncontacted3128.1%1.2Assign within 2 hrs
Contacted · Followup pending98425.6%4.8₹12.3 CrSend brochure / re-call
Interested · Visit not booked64116.7%8.2₹8.0 CrBook visit this week
Visit scheduled1864.8%3.1₹23.3 CrPre-brief experience centre
Visit done · Negotiation2145.6%11.4₹26.8 CrSend payment options
Payment received2185.7%6.2₹27.3 CrExpedite legal / docs
Booked ✓842.2%₹105 CrHandover process begin
Cold / Lost1,20231.3%22.6Monthly re-nurture drip
Lead → Followup
76%
-4% vs target 80%
Followup → Visit
25.4%
+2.1% vs April
Visit → Payment
29.4%
-1.6% vs April
Payment → Booking
38.5%
+3.2% vs April
Overall Conv.
2.2%
Target 2.5%
Funnel by Project — Visit Rate
Lead-to-visit % per project · May 2025
Funnel by Lead Source — Conv. Rate
Which sources convert best end-to-end
Stage Drop-off Analysis by Project
Where leads fall out at each stage
ProjectLeadsFollowup %Interest %Visit %Payment %Booking %Biggest drop
Sobha Neopolis
Panathur Rd
41278%47%23%8%2.7%Interest → Visit
Sobha City
Tumkur Rd
28474%42%20%7%2.1%Lead → Followup
Sobha Dream Acres
Marathahalli
74876%44%19%6%1.9%Payment → Booking
Sobha Hartland II
Hebbal
92179%51%20%7%2.3%Interest → Visit
Sobha Indraprastha
Electronic City
31271%38%17%5%1.6%Lead → Followup
Sobha Royal Pavilion
Sarjapur
16468%34%13%4%1.2%Lead → Followup
Average Days at Each Stage
How long leads sit before moving forward
Funnel Trend — Visit Rate over 6 Months
Lead-to-visit conversion improving month on month
Lead Lifecycle — Stage Tracking
Current count · MTD · avg days in stage · stuck leads
StageTodayMTDAvg Days in StageStuck LeadsAction
New1205401.2d15Assign within 2 hrs
Duplicate1004800.8d10Merge / discard
Unqualified904301.5d12Review with RM
Qualified (QL)603003.2d18Push to site visit
Visit Planned (VP)402102.4d9Confirm visit date
Visit Confirmed (VC)301702.0d7Pre-brief experience centre
Visit Done (VD)18905.6d6Send payment options
Won ✓6289.5d0Begin handover docs
Lost402202.1d0Re-engagement queue
Re-engagement Pipeline
Cold leads re-contacted by bucket · conversion %
Stage Regression
Leads that moved backwards in the funnel
LeadFromToRM
L801QualifiedNot InterestedRahul
L802VisitDroppedAnkit
Active Reps
32
Across 4 teams
Avg Calls / Rep
120
Target 130
Best Conv. Rate
2.8%
Kushal R. · Floor A
Team Avg Conv.
2.2%
Target 2.5%
Reps Below Target
11
Of 32 active reps
Rep Leaderboard — Bookings (May)
Total bookings attributed per rep
Rep Leaderboard — Visit Rate
Lead-to-visit conversion % per rep
Rep Performance Cards
Top 8 reps by bookings · May 2025
KR
Kushal R.
Sr. Sales · Floor A
Leads
142
Visits
38
Bookings
4
Conv.
2.8%
Visit rate
26.8%
F/U rate
82%
AR
Anish R.
Sr. Sales · Floor A
Leads
128
Visits
26
Bookings
3
Conv.
2.3%
Visit rate
20.3%
F/U rate
74%
PM
Priya M.
Sales · Floor A
Leads
119
Visits
22
Bookings
2
Conv.
1.7%
Visit rate
18.5%
F/U rate
70%
NK
Nisha K.
NRI Desk
Leads
84
Visits
26
Bookings
4
Conv.
4.8%
Visit rate
31%
F/U rate
94%
RK
Rahul K.
Sales · Floor A
Leads
108
Visits
18
Bookings
2
Conv.
1.9%
Visit rate
16.7%
F/U rate
68%
MS
Mohit S.
Sales · Floor A
Leads
96
Visits
14
Bookings
1
Conv.
1.0%
Visit rate
14.6%
F/U rate
62%
IP
Isha P.
Sales · Floor A
Leads
82
Visits
11
Bookings
1
Conv.
1.2%
Visit rate
13.4%
F/U rate
58%
TS
Tanvi S.
Jr. Sales · Floor A
Leads
88
Visits
10
Bookings
0
Conv.
0.0%
Visit rate
11.4%
F/U rate
41%
Rep × Stage Heatmap
Leads at each funnel stage per rep — darker = more
RepNewContactedInterestedVisit BookedVisit DonePaymentBooked
Kushal R.1842382216124
Anish R.143632181283
Priya M.123228141062
Nisha K. (NRI)824281816124
Rahul K.14342612852
Mohit S.12282410631
Tanvi S.1626186420
Call Activity — Hour × RM
Total calls by time slot · today
Hourly Call Volume Heatmap
Calls per hour per RM — darker = more calls
10AM
11AM
12PM
1PM
2PM
3PM
4PM
5PM
6PM
Rahul
35
42
48
28
38
32
22
18
8
Ankit
28
35
40
32
36
30
20
15
6
Sneha
32
38
44
40
38
28
24
16
5
Call Outcome Distribution
Per RM · this month
Follow-up Depth
Attempts per lead · conversion rate
RMAvg Attempts3–5×7×+Conv%
Rahul3.8201259%
Ankit3.222937%
Sneha4.11814611%
Short Call Dumping ⚠
Calls under 10s / 20s — quality concern
RM<10s<20sTotal% Short
Rahul122512020.8%
Ankit153011027.3%
Sneha81810516.2%
RM Utilisation & Load
Login hours · calling hours · lead overload
RM Utilisation
Login vs calling vs idle hours · today
Lead Overload
Assigned vs active vs dormant leads per RM
RMAssignedActiveDormantDormant %
Rahul120705041.7%
Ankit110654540.9%
Sneha115803530.4%
Recycled Leads
Reassigned leads · first action delay · conversion
LeadReassigned ToFirst Action DelaySite Visits / QLStatus
L601Ankit10 hrs5%In progress
L602Rahul6 hrs7%Converted
Active Projects
6
Bangalore metro area
Best Performer
Neopolis
2.7% conv. rate
Needs Attention
Royal Pav.
1.2% conv. rate
Highest Volume
Hartland II
921 leads
Avg Ticket
₹1.25 Cr
Range ₹98L–₹1.8Cr
Total Revenue
₹105 Cr
May bookings
Leads by Project
Volume and conversion rate comparison
Revenue Contribution by Project
Estimated booking value · May 2025
Project Performance Table
Full funnel · May 2025
ProjectLeadsVisitsVisit %PaymentsBookingsConv.%Avg TicketRevenueInventoryStatus
Sobha Neopolis
Panathur Rd · Whitefield
4129422.8%31112.7%₹1.22 Cr₹13.4 Cr14 3BHK leftSustenance
Sobha City
Tumkur Rd · Yeshwanthpur
2845820.4%2262.1%₹1.74 Cr₹10.4 CrGood stockActive
Sobha Dream Acres
Marathahalli · ORR
74814219.0%58141.9%₹1.02 Cr₹14.3 CrGood stockPlateau
Sobha Hartland II
Hebbal · Bellary Rd
92118420.0%68212.3%₹1.38 Cr₹29.0 CrGood stockGrowing
Sobha Indraprastha
Electronic City · Ph 1
3125417.3%2251.6%₹1.01 Cr₹5.1 CrGood stockLaunch
Sobha Royal Pavilion
Sarjapur · Attibele Rd
1642112.8%821.2%₹96 L₹1.9 CrGood stockNeeds attn.
Buyer Segment by Project
End user / Investor / NRI / Govt mix per project
Site Visit Funnel
Scheduled · completed · no-shows · reschedules
Visit Outcomes by Project
Completed vs no-show vs rescheduled
No-Show Recovery
Leads who no-showed · follow-up done · recovered
LeadProjectNo-show DateFU DoneRecovered
L901Neopolis12 MayYesNo
L902Townpark12 MayNoNo
⚠ L902 — no follow-up done in 24hrs post no-show
Inventory Demand Signals
Unit type · budget band · floor / facing preference from calls
Unit Type Demand
Leads asking for each config · by project
Budget Band + Preferences
Budget distribution · floor & facing signals
Project₹1–1.5Cr₹1.5–2Cr₹2Cr+High Floor%East Facing%
Neopolis25402055%48%
Townpark28321350%52%
💡 55% of Neopolis leads request high floors — prioritise high-floor units in pitch and ensure availability at site visit.
Lost Leads Analysis
Why leads are lost · at which stage · time to loss
Loss Reasons by Project
Price · location · competitor · not interested
Micro-Market Blind Spots
Areas with leads but low conversion — need pitch attention
AreaLeadsCallsConv%Signal
Whitefield1203007%Underperforming
Sarjapur1002608%On track
Whitefield generates 120 leads but only 7% conversion — high-traffic area with low trust. Add RERA + Sobha delivery record to Whitefield pitch.
Inbound Call
1,382
2.4% conv. · +0.3%
Digital / Web
1,148
1.6% conv. · stable
Walk-in
486
4.1% conv. · best rate
Channel Partner
614
3.2% conv. · +0.6%
NRI Referral
211
4.7% conv. · #1 source
Lead Volume by Source
Monthly trend · all channels
Conversion Rate by Source
End-to-end lead-to-booking %
Funnel by Lead Source
Stage-by-stage breakdown per channel
SourceLeadsCost / LeadFollowup %Visit %Payment %Booking %Cost / BookingTrend
Inbound Call
1,382₹42082%21%6.4% 2.4%₹17,500
Digital / Web
1,148₹68071%16%4.8% 1.6%₹42,500
Walk-in
486₹18094%38%12.1% 4.1%₹4,400↑↑
Channel Partner
614₹1,24088%28%9.6% 3.2%₹38,800
NRI Referral
211₹096%44%14.2% 4.7%₹0↑↑
Lead Source × Project Matrix
Which channels drive leads to which projects
Source Performance Deep-Dive
Contactability · qualification · calls per lead · booking rate
SourceLeadsContactability%Qualification%Visit%Booking%Calls/LeadBest for project
Digital12078%52%24%8%3.5Neopolis
PropTech9575%48%22%7%3.2Dream Acres
Visited Data7090%60%30%12%2.8All projects
Profiled Leads6082%55%28%10%3.0Hartland II
💡 Visited Data converts at 12% vs Digital at 8% — at 2.8 calls/lead vs 3.5. Prioritise re-engaging past site-visit leads before investing in new digital spend.
Active CPs
24
Bangalore registered
CP Leads (May)
614
+18% vs April
CP Bookings
20
3.2% conv.
CP Revenue
₹25 Cr
23.8% of total
Avg Commission
₹2.4L
Per booking paid
Top Channel Partners — Bookings
CP performance ranking · May 2025
CP Lead Quality — Conv. Rate
Not all CPs bring equal quality leads
Channel Partner Performance Table
All active CPs · May 2025
Channel PartnerLeadsVisitsVisit %BookingsConv.%RevenueCommission duePreferred projectStatus
MH
Marathahalli Homes
Marathahalli · Est. 2018
1424431%6 4.2%₹7.3 Cr₹14.4 L NeopolisPlatinum
KP
Koramangala Properties
HSR Layout · Est. 2015
1183630.5%5 4.2%₹6.9 Cr₹12.0 L Hartland IIPlatinum
WR
Whitefield Realty
Whitefield · Est. 2019
962627.1%3 3.1%₹3.7 Cr₹7.2 L NeopolisGold
HH
Hebbal Homes
Hebbal · Est. 2020
842023.8%3 3.6%₹4.1 Cr₹7.2 L Hartland IIGold
BS
Bengaluru Spaces
Indiranagar · Est. 2017
981818.4%2 2.0%₹2.4 Cr₹4.8 L Dream AcresSilver · Watch
OP
ORR Properties
Marathahalli · Est. 2021
761215.8%1 1.3%₹1.2 Cr₹2.4 L Dream AcresReview
CP Lead Volume — 6-Month Trend
Top 4 channel partners month-on-month
MoM Lead Growth
+16%
2,100 → 3,841 (6mo)
MoM Booking Growth
+13.5%
42 → 84 (6mo)
Best Month
May 2025
84 bookings · ₹105 Cr
Weakest Day (May)
Sundays
Avg 3.2 leads · 0.4 visits
Monthly Lead & Booking Volume
Dec 2024 – May 2025 · absolute numbers
Conversion Rate Trend
Overall conv. % month on month
Daily Lead Volume — May 2025
Day-by-day inbound leads this month
Day-of-Week Pattern
Average leads and visits by weekday
Weekly Breakdown — May 2025
All KPIs by week
WeekLeadsFollowup %VisitsPaymentsBookingsConv. %vs prev. week
Wk 1 (1–5 May)84274%14844161.9%→ baseline
Wk 2 (6–12 May)96877%17852202.1%↑ +2 bookings
Wk 3 (13–19 May)1,01479%20264242.4%↑↑ +4 bookings
Wk 4 (20–31 May)1,01776%21458242.4%→ steady
Booking Pipeline — Hot Deals
Deals likely to close · stage · aging · unit type
ProjectHot DealsDeal ValueStageAvg AgingUnit TypeRisk
Sobha Neopolis12₹9.2 CrVD7.2d3BHKReview
Sobha Townpark9₹6.4 CrVC5.1d2BHKOn track
Hot Leads Gone Cold ⚠
High-value leads with no activity in 4–5 days
LeadRMLast ActivityDeal ValueStageAction
Last note: Interested in 4BHK, asked for revised payment plan. Rahul hasn't followed up in 4 days. Risk: budget decision window closing.
Last note: Was comparing with Prestige. Sneha mentioned a price revision coming — but didn't follow up. This lead may have gone to Prestige.
Weekend vs Weekday Pattern
Call volume · connect rate · conversion by day type
Weekday vs Weekend — Volume & Connect
Avg calls and connect % by day type
Day-of-Week Insight
Derived from call patterns · May 2025
Saturday — highest visit rate (42 avg). Experience centre walk-ins peak. Best day to close site visits.
Sunday — lowest call volume (62 avg leads). Team availability drops. Follow-up compliance drops 18%.
Monday–Tuesday — peak calling days. Best window for NRI calls (Gulf evening = India 7–9PM).
Total FU Missed
36
+4 vs yesterday
Missed Value
₹4.8 Cr
Hot leads × avg ticket
Critical (Negotiation)
14
At risk of losing to competitor
>48hr Missed
14
Oldest: 7+ days
Worst RM
Vikram
23.7% miss rate
Missed Followups — RM Summary
Click a row to see the lead drilldown
RMFU Due TodayMissed FUMiss%Missed ValueCritical (Neg.)>48hr MissedStatus
Lead Drilldown — Rahul's Missed Followups
LeadProjectBudgetStageFU DueDelayAttempts
Lead_1Townpark₹1.5 CrPost Visit12 May12h4
Lead_4Neopolis₹1.5 CrNegotiation11 May24h3
Lead_8Neopolis₹1.5 CrNegotiation10 May36h3
8 missed followups — 3 in Post-Visit stage. No negotiation stage misses. Ankit's miss rate is within acceptable range but trending up.
Best miss rate on the team at 15.6%. 3 leads >48hrs missed are in Qualified stage — low financial risk. Sneha should address the 3 aging gaps.
⚠ Highest miss rate at 23.7% with 4 leads in Negotiation stage. 5 leads >48hrs — escalate immediately. Manager should reassign critical leads today.
Missed FU — Aging Buckets
How long since the followup was due · value at risk
<24 hrs
15
15
₹0.9 Cr
1–3 days
12
12
₹1.1 Cr
3–7 days
9
9
₹1.2 Cr
7+ days
6
6
₹1.0 Cr
Missed FU — By Stage
Where in the funnel are missed followups happening
Negotiation
6
6
₹2.5 Cr
Post Visit
8
8
₹1.5 Cr
Post Qual.
10
10
₹1.2 Cr
₹2.5 Cr at risk in Negotiation stage alone. These 6 leads are the most likely to go to a competitor if not contacted today.
Missed FU — By Project
Which projects are most affected
ProjectMissed FUValue at Risk% of Project LeadsPriority
Sobha Neopolis14₹2.1 Cr3.4%Critical
Sobha Townpark10₹1.6 Cr2.8%Review
Sobha Dream Acres8₹0.9 Cr1.7%OK