SalesPro {{ currentUser && currentUser.first_name && currentUser.last_name ? `${currentUser.first_name} ${currentUser.last_name}` : username }} {{ currentUser ? currentUser.email : '' }} Tenant: {{ getTenantId() }} mdi-logout Logout Login Menu

Sales Dashboard
Open Leads
{{ dashboardStats.leadCount }}
mdi-chart-line
{{ dashboardStats.leadTrend > 0 ? 'mdi-arrow-up' : 'mdi-arrow-down' }} {{ Math.abs(dashboardStats.leadTrend) }}% from last month
Won Deals
{{ dashboardStats.wonDeals }}
mdi-check-circle
{{ dashboardStats.wonTrend > 0 ? 'mdi-arrow-up' : 'mdi-arrow-down' }} {{ Math.abs(dashboardStats.wonTrend) }}% from last month
Conversion Rate
{{ dashboardStats.conversionRate }}%
mdi-percent
{{ dashboardStats.conversionTrend > 0 ? 'mdi-arrow-up' : 'mdi-arrow-down' }} {{ Math.abs(dashboardStats.conversionTrend) }}% from last month
Revenue
${{ dashboardStats.revenue.toLocaleString() }}
mdi-currency-usd
{{ dashboardStats.revenueTrend > 0 ? 'mdi-arrow-up' : 'mdi-arrow-down' }} {{ Math.abs(dashboardStats.revenueTrend) }}% from last month
Communications
{{ dashboardStats.communicationCount }}
mdi-message-text
{{ dashboardStats.communicationTrend > 0 ? 'mdi-arrow-up' : 'mdi-arrow-down' }} {{ Math.abs(dashboardStats.communicationTrend) }}% from last month
Sales Pipeline
Lead Sources
Recent Activity {{ activity.title }} {{ activity.description }} Recent Communications View All {{ communication.eventTypeDisplay }} with {{ communication.toPartyName }} {{ communication.description }} No recent communications

Sales Pipeline

Add Lead Add
{{ stage.name }}
{{ stageLeads(stage.id).length }}
{{ lead.name }} ${{ lead.value.toLocaleString() }}
{{ lead.companyName }}
mdi-email
mdi-phone
{{ formatTimeAgo(lead.lastActivity) }}

Leads

Add Lead Add

Customers

Add Customer Add

Communications

Add Communication Add

Sales Events

Add Event Add
mdi-close {{ isEditing ? 'Edit Lead' : 'Add Lead' }} mdi-check Basic Info Contact Info Sales Details
Cancel Save
mdi-close {{ isEditing ? 'Edit Customer' : 'Add Customer' }} mdi-check Basic Info Contact Info Sales Info
Cancel Save
mdi-close {{ isEditing ? 'Edit Sales Event' : 'Add Sales Event' }} mdi-check Cancel Save mdi-close {{ isEditing ? 'Edit Communication' : 'Add Communication' }} mdi-check Cancel Save mdi-close {{ viewItem.eventTypeDisplay }} {{ viewItem.firstName }} {{ viewItem.lastName }} mdi-pencil To Party Contact Information Contact Information mdi-pencil Edit
mdi-domain
{{ viewItem.companyName }}
{{ viewItem.jobTitle }}
mdi-email
mdi-phone
mdi-cellphone
Mobile Phone
{{ viewItem.mobile }}
mdi-map-marker
Address
{{ viewItem.address.line1 }}
{{ viewItem.address.line2 }}
{{ viewItem.address.city }}, {{ viewItem.address.state }} {{ viewItem.address.zip }}
{{ viewItem.address.country }}
mdi-account-question

No contact information available

Add Contact Information
Lead Information
Pipeline Stage
{{ stageName(viewItem.stage) }}
Lead Quality
Lead Source
{{ viewItem.leadSource }}
Deal Value
${{ viewItem.value.toLocaleString() }}
 Customer Information mdi-pencil Edit
mdi-account-check
Customer Since
{{ formatDate(viewItem.customerSince) }}
mdi-currency-usd
Total Value
${{ viewItem.totalValue.toLocaleString() }}
mdi-cart
Last Sale
{{ formatDate(viewItem.lastSale) }}
mdi-star
Customer Preferences
{{ viewItem.preferences }}
 Communication Details
mdi-message-text
Communication Type
{{ viewItem.eventTypeDisplay }}
mdi-account-arrow-right
From
{{ viewItem.fromPartyName }}
mdi-account-arrow-left
To
{{ viewItem.toPartyName }}
mdi-clock
Start Time
{{ viewItem.formattedStartAt }}
mdi-clock-end
End Time
{{ viewItem.formattedEndAt }}
mdi-contact-mail
Channel
{{ viewItem.channel }}
mdi-text
Description
{{ viewItem.description }}
 Notes mdi-pencil Edit

{{ viewItem.notes }}

No notes available

 Activity Timeline mdi-plus Add
mdi-calendar-clock

No activities recorded yet

{{ activityIcon(activity.type) }}
{{ activity.title }}
{{ formatDate(activity.date) }}
{{ activity.description }}
 Close Edit Notes Cancel Save Add Activity Cancel Save mdi-view-dashboard Dashboard mdi-pipe Pipeline mdi-account-convert Leads mdi-account-check Customers mdi-message-text Comms mdi-calendar-text Events {{ toast.message }} © 2025 SalesPro - Sales Pipeline Management