Sales Dashboard
Pipeline health, win rate, and what needs attention today.
Conversion funnel
🔔 Activities due
Lost reasons
Recent activity
Contacts
Companies and their people. Companies are the shared link with DiTa Finance.
Companies
| 🔔 | Company | Website | Primary contact | Country | City | Tags | Actions |
|---|
Individuals
| 🔔 | Name | Company | Role | Phone | Country | City | Actions |
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Pipeline
Drag deals across stages, or use the ◀ ▶ buttons on a card. Click a card to open it.
Deals
📄 Offers
Every proposal generated or saved, in one place.
Saved offers
| Title | Client | Deal | Value | Date | Actions |
|---|
Projects
Portfolio view across all projects, then pick one to manage its tasks and logs.
⏳ Pending tasks — all projects
✅ Completed tasks — all projects
Active projects
Tasks
Project logs & notes (sorted by date)
| Date | Task | Log / note |
|---|
Settings
Users & rights, CRM setup, and the Offer Calculator pricing.
Users & Rights
| Name | Role | Rights | Status | Actions |
|---|
Same model as DiTa Finance: admin sets/resets passwords; users can be deactivated; each user gets granular rights.
Pipeline stages
Lead sources
Deal categories
Services catalog (default prices)
🏦 Bank accounts
Printed as payment instructions on invoices and payment requests, per currency.
| Currency | Bank | Account name | Account number | IBAN | SWIFT | Actions |
|---|
💱 Exchange rates Super Admin
Entered by hand and used by the Offer Calculator: a product priced in one currency is converted with these. Update them whenever the rate moves.
📦 Products & prices Super Admin
Everything you sell, priced in USD and EGP. Only the name is required. Leave a price blank and it is converted from the other using the rates above.
| Product | Billing | USD | EGP | Per-unit | Actions |
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Payment Requests
Send a client a request to pay — for a deposit, milestone, renewal, or full balance. Each request carries a demo pay link and status tracking.
Requests
| Ref | Client | For | Amount | Due | Status | Actions |
|---|
Saved payment-request documents
| Reference | Client | Subject | Amount | Saved by | Date | Actions |
|---|
Invoicing
Issue a Pre-invoice (proforma) or a final Invoice. "Send to Finance" pushes an income record into DiTa Finance via the shared client link.
Invoices & Pre-invoices
| Number | Type | Client | Amount | Issued | Due | Status | Finance | Actions |
|---|
Reminders
Payments, renewals and meetings on one calendar — pulled live from your pipeline, payment requests and invoices.
Agenda
🔗 Live build: two-way sync with Microsoft Outlook/365 Calendar and the DiTa Finance reminder tab.
Offer Calculator
Pick products from your catalogue, add any free lines, and quote in EGP, USD or EUR. Builds the client quotation and can push the result straight into a new deal or a pre-invoice.
Inputs
Products
Discount lines
Each one is a percentage of the subtotal, with your own wording. Add as many as you like.
Custom lines
Anything not in the catalogue: description × quantity × unit price. Not saved to the product list.
Client quotation
Saved calculations
| Date | Name | Company | Total | Actions |
|---|
Offer document content
Extra sections
Reorder with ▲ ▼, place each before or after the Investment table, and start a line with "- " for a bullet.
Project Cost
A cost sheet opens automatically for every project, invoice and payment request (one per deal). Add the project's costs item by item — profit and profit % are calculated for you. Owner only
Cost sheets · click a row to open it
| Company · project | CRM documents | Sale (excl. VAT) | Cost | Profit | Profit % | Paid by client | Status |
|---|
Project Calculation
Man-days × man-day fee in USD, converted to EGP at the rate you enter. Save the project fee, or send it to the pipeline as a new deal. Super Admin
New calculation
Items
Notes (optional — add as many as you like)
Actions
Sending to the pipeline opens a draft deal in EGP with the total project fee only — the man-day breakdown stays here. Review it, then save.
Saved project calculations
| Date | Project | Company | Total USD | Total EGP | Actions |
|---|
✉️ DiMail
Write better client emails — grounded in your knowledge base and your voice.
Messaging
Chat with the team across HR, CRM & Finance.