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 |
|---|
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)
🧮 Offer Calculator — website formula & prices Super Admin
Edit the website (DiCard/DiStudio) pricing per currency. Each currency keeps its own price book (prices differ by country/region — no auto-conversion). Changing a price only affects new proposals — anything already saved or sent keeps its original prices.
Shared formula rules (all currencies)
📧 Email plans Super Admin
Email hosting products, priced per mailbox per year. Selectable in the calculator.
➕ Add-on products / services Super Admin
🧩 Custom products — formula pricing Super Admin
Products like DiBOT with a base fee + a per-unit rate (e.g. per conversation) and units included. They appear in the Offer Calculator as add-ons or on their own.
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
DiTa website offer pricing — DiCard & DiStudio. Builds the client quotation and can push the result straight into a new deal or a pre-invoice.
Inputs
Overrides (optional)
Add-on products / services
Custom products (DiBOT, etc.)
Client quotation
Offer document content
Extra sections
Reorder with ▲ ▼, place each before or after the Investment table, and start a line with "- " for a bullet.
Custom lines (this offer only)
Free lines added to this offer's Investment total — not saved to the catalog or add-ons.
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.