Good morning, Aravind 👋
Here's your business snapshot for June 2026
Won This Month
7
↑ 2 vs last month
Revenue (Premium)
₹4.8L
↑ 18% vs last month
Conversion Rate
34%
Rolling 30 days
Speed-to-Lead
4m
↓ 1m (target: 5m)
Pipeline Funnel
S01 New Lead42
S02 Contacted35
S04 Profiling26
S06 Discovery20
S07 QR Scheduled13
S08 QR Held10
S09 Considering7
S10 Won ✓7
Loss Reasons (Last 30d)
Premium too high (6)
Not convinced (4)
Timing not right (3)
Went elsewhere (2)
Other (3)
Source ROI
| Source | Leads | Won | Conv% |
|---|---|---|---|
| Meta Ads | 18 | 4 | 22% |
| Referral | 9 | 5 | 56% |
| Website Form | 7 | 1 | 14% |
| WhatsApp Direct | 5 | 2 | 40% |
| NRI Portal | 3 | 1 | 33% |
Advisor Leaderboard
| Advisor | Leads | QR Held | Won | Conv% |
|---|---|---|---|---|
| Priya S. | 24 | 9 | 5 | 21% |
| Rahul M. | 18 | 6 | 2 | 11% |
⚠️ Action Queue — Needs Your Attention
| Lead | Stage | Issue | SLA | Action |
|---|---|---|---|---|
| Vikram Nair | S09 Considering | No follow-up in 8 days | Breached | |
| Ananya Sharma | S07 QR Sched. | QR no-show, not rescheduled | Breached | |
| Deepa Krishnan | S06 Discovery | Discovery held, QR not booked in 3d | 24h left |
Good morning, Priya 👋
Daily target: 7 calls · 5 done today
✅ 5 / 7 calls today
My Conversion
21%
Rolling 30 days
QR Hold Rate
78%
Booked → held
Speed-to-Lead
3m
My median
Profile Completion
86%
Avg across my leads
Today's Agenda
3 new leads in queue
Waiting for first touch
📅 2 calls scheduled today
Next: Kiran Mehta @ 3:00 PM
⏰ 4 follow-ups due today
2 overdue
This Week
MON
TUE
WED
THU
FRI
2
calls
3
calls
2
today
1
calls
0
calls
Lead Queue
All active leads · Sorted by most recent
Smart Follow-up Center
Calendar & Meetings
June 2–8, 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
2
Ravi K. • QR Held
3
Meena G. • Discovery
Priya T. • QR
4
Kiran M. • QR 3 PM
Deepa K. • Disc
5
Ananya S. • No-show
6
7
8
Today's Meetings
Kiran Mehta
QR
3:00 PM · 30 min · Google Meet
Deepa Krishnan
Discovery
5:30 PM · 45 min · Google Meet
Upcoming This Week
📅
Rohan Patel · QR
Fri Jun 6, 11:00 AM
📅
Sana Mirza · Discovery
Fri Jun 6, 4:00 PM
← Back
VN
Vikram Nair
S09 Considering
Lead since 12 May 2026 · Source: Meta Ads · Advisor: Priya S.
Stage SLA
⏰ BREACHED
In S09 for 8 days
Hard SLA: 5 days
Hard SLA: 5 days
Suggested Next Action
Send reflection follow-up using Template 9.1 — ask about their lingering concern.
Stage Advance
Quote Review Scheduler
Scheduling for: Kiran Mehta
Pick a Slot
OR ENTER CUSTOM SLOT
🌏 Customer timezone: IST (UTC+5:30) · NRI: N/A
Attendees & Reminders
ATTENDEES
👤
Kiran Mehta
+91 98765 43210
👤
Priya S. (Advisor)
priya@thodu.in
REMINDERS
Quote Builder
📋 Quote Generator UX is fully specified in Thodu - Quote Generator PRD.docx. This screen shows the CRM integration layer.
Pre-fill Payload to Quote Generator
Customer NameVikram Nair
Phone+91 98000 12345
Insurance TypeHealth Term
Age38
City (Zone)Chennai (Zone B)
Sum Insured (Health)₹10L
Cover Amount (Term)₹1Cr
Quotes for This Lead
Quote #001 · Health
Created
Care Supreme · ₹10L · ₹18,200/yr · Jun 1, 2026
Quote #002 · Term
Created
HDFC Click2Protect · ₹1Cr · ₹14,500/yr · Jun 1, 2026
🔒 Share is locked until Quote Review held event fires. Founder can override.
Application / KYC Tracker
Post-yes journey tracking
⚠️ Manual tracking — verify with insurer ops. System does not poll insurer APIs.
RK
Ravi Kumar
HDFC Click2Protect · ₹1Cr Term · Advisor: Priya S.
KYC SentJun 1
KYC DoneIn progress
App Filed—
Payment—
Issued 🎉—
KYC Details
MethodSelf-serve (link sent)
KYC Link SentJun 1, 2026 2:30 PM
StatusIn Progress
Blockersdoc-missing
Insurer Ref #
Insurer Panel
InsurerHDFC Life
PlanClick2Protect 3D Plus
Premium Quoted₹14,500/yr
Premium Actual
Delta+0% (match)
⚠️ If delta > 15%, Quote Review LITE protocol triggers automatically.
Payment Tracker
RK
Ravi Kumar
HDFC Life · ₹14,500 due
2 days left
Payment Status
⏳
Awaiting Payment
In state for 1 day 4 hours
MethodUPI
Amount Expected₹14,500
Insurer Payment Ref
Failure History
No failures yet
After 2 failures, founder is auto-escalated
Renewals Hub
Due Next 7 Days
2
Due Next 30 Days
8
Renewal Rate (YoY)
82%
↑ 6%
Referral Engine
Referrals Received
9
Referrals Converted
4
44% conv rate
Top Referrer
Ravi Kumar
3 referrals
Trust Moment Queue
Customers ready for a referral ask
Active Referrals
Track referral loop-backs
Reports Center
Automation Rules Center
💡 All V1 rules are hardcoded defaults. Customize when patterns emerge.
Team Lead Dashboard
V3 feature · Activate when first Team Lead is hired
Team Conversion
17%
Won This Period
7
Speed-to-Lead (Team)
4.2m
Workload Balancer
Priya S.
24 leads · OK
Rahul M.
18 leads · Medium
Coaching Panel
| Advisor | QR Hold% | Re-ask Rate | Compliance |
|---|---|---|---|
| Priya S. | 78% | 96% | 0 flags |
| Rahul M. | 62% | 88% | 1 flag |