Admin Panel

Team performance, pipeline health, and automation management

AK

Total Leads in Pipeline

147

23 added this week

+12%

Active Salespeople

4

1 inactive this week

4 of 5

Conversion Rate

23.1%

vs 19.4% last month

+3.7pp

AI Stagnation Alerts

23

3 critical (5+ days)

↑ from 17

WhatsApp Sent Today

44

98.4% delivered

+8 vs yesterday

Pipeline Analytics

Last 30 days · Updated 6 min ago

Automation Rules

4 active

Twilio WhatsApp · AI Engine · Scheduler

Welcome WhatsApp

Send welcome message when a new lead is captured

Last: 2026-06-08 05:42Triggered: 312×

AI Stagnation Alert

Notify admin when lead has no follow-up for 3+ days

Last: 2026-06-08 06:00Triggered: 47×

Follow-up Reminders

Send salesperson reminder 1h before scheduled follow-up

Last: 2026-06-08 05:00Triggered: 189×

Long-term Nurture

Monthly WhatsApp for leads marked as Nurturing stage

Last: 2026-06-01 10:00Triggered: 28×

Demo Confirmation

Send WhatsApp confirmation 24h before scheduled demo

Last: 2026-06-07 18:00Triggered: 54×

Twilio WhatsApp API: Connected·+91-98000-00000

Team Performance

June 2026 · Role management & lead assignment

SalespersonRoleLeadsFollow-upsConversionWonWA SentStagnantLast ActiveActions
RS

Rahul Sharma

rahul.sharma@kangenwater.in

Salesperson
42
38
28.6%12
87
3
2026-06-08
SP

Sneha Patel

sneha.patel@kangenwater.in

Salesperson
38
31
21.1%8
74
5
2026-06-07
VS

Vikram Singh

vikram.singh@kangenwater.in

Salesperson
35
29
17.1%6
61
8
2026-06-06
AD

Anita Desai

anita.desai@kangenwater.in

Admin
32
30
25%8
90
2
2026-06-08
KR

Kiran Rao

kiran.rao@kangenwater.in

Salesperson
0
0
—0
0
Clean
2026-05-30

AI Notifications

4

Lead stagnant for 5 days

Priya Menon (lead-007) has had no follow-up since Jun 3. Assigned to Rahul Sharma.

Stagnation2026-06-08 06:00

Lead stagnant for 4 days

Deepak Nair (lead-012) contacted once on Jun 4. No WhatsApp sent. Assigned to Sneha Patel.

Stagnation2026-06-08 06:00

Demo no-show risk detected

Meena Krishnan has a demo scheduled Jun 9 but no WhatsApp confirmation sent. Risk of no-show.

Risk2026-06-07 20:00

Lead stagnant for 3 days

Meena Krishnan (lead-019) walked in Jun 5. No follow-up logged since.

Stagnation2026-06-08 06:00

AI engine checks stagnation every 6 hours