How is revenue calculated on the dashboard?

From non-cancelled GST tax invoices on their invoice date, so the revenue figure reflects billed sales rather than hopeful pipeline value.

Can I see which marketplace gives me the best leads?

Yes. The lead source breakdown shows volume by IndiaMart, TradeIndia, JustDial, Alibaba, Facebook Ads, Google Ads and your own forms.

Does the dashboard show individual rep performance?

Yes. See activity, response times and pipeline ownership per rep, with role-based access so you control who sees what.

Can I filter the numbers?

Yes. Filter by date range, source, owner, product or stage, and the whole dashboard updates.

Can I export reports?

Yes. Export filtered views to Excel for board packs, investor updates or deeper analysis.

Is pipeline value the same as revenue?

No, and Lead Opal keeps them separate. Pipeline value is the total of open deals by stage; revenue is billed tax invoices. Both are on the dashboard.

Dashboard and Analytics

Know what is working, by source, rep and stage

One dashboard shows lead volume by marketplace, pipeline value by stage, rep activity and revenue from non-cancelled tax invoices, so your Monday meeting starts with facts.

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Leads this week34

Pipeline value₹12,84,000

Win rate28%

Avg response9 min

Leads per week

Source mix

IndiaMART · 14
JustDial · 7
TradeIndia · 5
Facebook Ads · 5
Google Ads · 3

By source, rep and stageRevenue on an invoice basis

0lead sources compared

Invoice basisrevenue reporting

Livepipeline value

Dashboard

The numbers your Monday meeting needs

Lead source breakdown

See how many leads each marketplace and ad channel produced, so you know where your money is best spent.

Response and activity

Track how quickly leads are picked up and how much each rep is doing.

Pipeline value by stage

See the total value sitting at each stage and what is likely to close.

Revenue from invoices

The revenue figure reads non-cancelled GST tax invoices by invoice date, not optimistic pipeline numbers.

A revenue number you can defend

Revenue is measured from actual tax invoices, so the figure on the dashboard matches what your accountant sees.

Invoice-date basis
Revenue split view

Leads this week34

Pipeline value₹12,84,000

Win rate28%

Avg response9 min

Leads per week

Source mix

IndiaMART · 14
JustDial · 7
TradeIndia · 5
Facebook Ads · 5
Google Ads · 3

Invoice-date basisRevenue split view

Targets in the same view

See progress against team and individual targets beside the numbers that drive them, so gaps are obvious early in the month.

Team and rep targets
Month-to-date pace

PeriodJuly 2026August 2026Q3 2026

Priya Sharma₹42,80,000 / ₹50,00,000
86%
Arjun Kumar₹41,50,000 / ₹40,00,000
104%
Ravi Verma₹27,90,000 / ₹45,00,000
62%
Sneha Nair₹19,60,000 / ₹35,00,000
56%

Team and rep targetsMonth-to-date pace

How reporting works

Data builds as you work
Every lead, message, quotation and invoice feeds the dashboard automatically.
Filter to what you need
Narrow by date, source, owner or product to answer a specific question.
Export for the board
Send the numbers to Excel for deeper analysis or a monthly pack.

Ready to stop losing leads?

See Lead Opal running on your own IndiaMART, TradeIndia and JustDial enquiries. We usually reply within one business day.

Request a Demo

FAQ

Frequently asked questions

Everything Lead Opal teams ask before they get started.

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Fill in your details and our team will reach out within 24 hours to schedule your personalised walkthrough.

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Import your leads from Excel
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Keep exploring

Know what is working, by source, rep and stage

The numbers your Monday meeting needs

Lead source breakdown

Response and activity

Pipeline value by stage

Revenue from invoices

A revenue number you can defend

Targets in the same view

How reporting works

Data builds as you work

Filter to what you need

Export for the board

Ready to stop losing leads?

Frequently asked questions

Request a Demo

Prefer WhatsApp?

Explore other solutions

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