UsersLeadsKYC queue12AML cases2DuplicatesSegments

Leads

Sales pipeline across desks — drag cards between stages; every move is logged.

Open leads
37
7 follow-ups overdue
Contact rate
74%
Target 85%
Qualified → FTD
26%
+4.1 pts MoM
FTD value
$6,344
Avg 3.2 days to FTD
Conversion funnel
Leads
46
Contacted
34
Qualified
23
FTD
6
46 leads · pipeline $120,666
New12$27,320
Khalid Al-Mansoori
Khalid Al-Mansoori
IB referral
21
utm:yt_webinar_0918$509
in 3dKarim Nasser
Fernanda Torres
Fernanda Torres
IB referral
80
utm:brand_search$4,219
in 2dHannah Scott
Ximena Torres
Ximena Torres
IB referral
96
utm:cpa_fxnet$12,582
in 2dGabriela Ruiz
Miguel Garcia
Miguel Garcia
IB referral
38
utm:tg_signals_ae$1,149
in 3dMarcus Dlamini
Andrea Garcia
Andrea Garcia
IB referral
65
utm:yt_webinar_0918$1,762
Overdue 13hHannah Scott
Youssef Mahmoud
Youssef Mahmoud
IB referral
27
utm:tg_signals_ae$1,297
Overdue 7hKarim Nasser
Naledi Mokoena
Naledi Mokoena
Affiliate · CPA
74
utm:tg_signals_ae$892
in 1dSara Whitfield
Jonas Fischer
Jonas Fischer
Meta · IG
69
utm:cpa_fxnet$1,223
in 1dSara Whitfield
Temi Adeyemi
Temi Adeyemi
IB referral
21
utm:yt_webinar_0918$210
Overdue 19hSara Whitfield
Giulia Romano
Giulia Romano
Telegram
96
utm:ib_omar_mena$2,245
in 5hHannah Scott
Usman Khan
Usman Khan
Telegram
65
utm:tg_signals_ae$688
in 2dWei Zhang
Lorenzo Colombo
Lorenzo Colombo
IB referral
49
utm:gold_scalp_sep$544
in 1dSara Whitfield
Contacted8$21,259
Andrea Bautista
Andrea Bautista
IB referral
60
utm:tg_signals_ae$4,269
in 1dWei Zhang
Kwabena Boateng
Kwabena Boateng
IB referral
34
utm:meta_lookalike_3$4,261
Overdue 16hSara Whitfield
Lukas Weber
Lukas Weber
IB referral
83
utm:tg_signals_ae$1,291
in 14hSara Whitfield
Nour Mahmoud
Nour Mahmoud
IB referral
93
utm:ib_omar_mena$949
in 1dKarim Nasser
Rafael Costa
Rafael Costa
TikTok
62
utm:ib_omar_mena$414
Overdue 19hGabriela Ruiz
Diego Torres
Diego Torres
IB referral
32
utm:brand_search$423
in 2dHannah Scott
Alejandro Torres
Alejandro Torres
IB referral
42
utm:tt_btc_rally$9,226
in 1dGabriela Ruiz
Mia Fischer
Mia Fischer
Telegram
74
utm:cpa_fxnet$426
in 1dSara Whitfield
Qualified9$42,282
Majed Al-Otaibi
Majed Al-Otaibi
Organic
40
utm:tt_btc_rally$660
in 2dKarim Nasser
Irfan Hassan
Irfan Hassan
IB referral
59
utm:yt_webinar_0918$5,412
in 3hWei Zhang
Francesca Colombo
Francesca Colombo
TikTok
91
utm:tg_signals_ae$6,493
in 1dSara Whitfield
Burak Demir
Burak Demir
Organic
37
utm:ib_omar_mena$11,082
in 3dKarim Nasser
Bea Santos
Bea Santos
IB referral
91
utm:cpa_fxnet$4,761
in 23hWei Zhang
Ayesha Qureshi
Ayesha Qureshi
IB referral
33
utm:cpa_fxnet$8,798
in 11hWei Zhang
Nikhil Reddy
Nikhil Reddy
IB referral
44
utm:gold_scalp_sep$478
in 2dHannah Scott
Hoang Nam Nguyen
Hoang Nam Nguyen
IB referral
71
utm:gold_scalp_sep$333
Overdue 16hWei Zhang
Felix Wagner
Felix Wagner
IB referral
32
utm:tt_btc_rally$4,265
in 2dMarcus Dlamini
Deposit pending8$23,056
Larissa Carvalho
Larissa Carvalho
Meta · IG
52
utm:gold_scalp_sep$873
in 3dGabriela Ruiz
Lan Anh Le
Lan Anh Le
Meta · IG
63
utm:cpa_fxnet$6,106
in 2dMarcus Dlamini
Ama Owusu
Ama Owusu
YouTube
44
utm:tg_signals_ae$2,057
Overdue 3hSara Whitfield
Yaw Owusu
Yaw Owusu
IB referral
23
utm:gold_scalp_sep$2,676
in 2dMarcus Dlamini
Hessa Al-Falasi
Hessa Al-Falasi
IB referral
41
utm:yt_webinar_0918$6,752
in 22hKarim Nasser
Meera Gupta
Meera Gupta
TikTok
84
utm:brand_search$1,089
in 2dWei Zhang
Ngozi Balogun
Ngozi Balogun
IB referral
55
utm:yt_webinar_0918$1,047
in 17hSara Whitfield
Ngozi Adeyemi
Ngozi Adeyemi
IB referral
80
utm:tg_signals_ae$2,456
in 18hSara Whitfield
FTD6$6,749
Yaw Asante
Yaw Asante
Telegram
51
utm:ib_omar_mena$1,658
ConvertedSara Whitfield
Bilal Khan
Bilal Khan
IB referral
94
utm:brand_search$401
ConvertedWei Zhang
Mert Şahin
Mert Şahin
Telegram
30
utm:brand_search$1,797
ConvertedHannah Scott
Gabriel Costa
Gabriel Costa
IB referral
83
utm:yt_webinar_0918$605
ConvertedGabriela Ruiz
Mert Kaya
Mert Kaya
Telegram
63
utm:tg_signals_ae$294
ConvertedKarim Nasser
Temi Okonkwo
Temi Okonkwo
IB referral
68
utm:cpa_fxnet$1,994
ConvertedSara Whitfield
Lost3$3,750
Seun Adeyemi
Seun Adeyemi
IB referral
61
utm:yt_webinar_0918$1,271
Low budgetSara Whitfield
Lerato Botha
Lerato Botha
Meta · IG
67
utm:gold_scalp_sep$408
Went with competitorSara Whitfield
Usman Khan
Usman Khan
IB referral
36
utm:tg_signals_ae$2,071
Went with competitorHannah Scott