Agree metric definitions and reconcile the dashboard with source records.
See where enquiries come from
Working interaction example with sample data. Final features are agreed for your project.
Reports count enquiries but do not show their source, owner or next stage.
| What we build or prepare | What it helps you do | What you can check |
|---|---|---|
| Lead list & filters | By source, stage, owner, date. | Review a representative sample of: Lead list & filters |
| Stage summary cards | New / in progress / won / lost. | Review a representative sample of: Stage summary cards |
| Source breakdown | Web, ads, WA, walk-in, other. | Review a representative sample of: Source breakdown |
Reports count enquiries but do not show their source, owner or next stage.
Agree metric definitions and reconcile the dashboard with source records.
Metric list · Dashboard UI
Data freshness; source coverage; reconciled totals.
Review a relevant example, agree the deliverables and test the key task. Hosting, integrations, ongoing support and recurring fees are discussed separately.
YOUR BUSINESS / A CLEAR REASON TO INVEST
Reports count enquiries but do not show their source, owner or next stage. Agree metric definitions and reconcile the dashboard with source records.
Start with the bottleneck you can describe and verify. The useful question is not how many features can be added, but which customer or team task becomes clearer, quicker or more reliable. We agree that task before proposing the work.
Usually 5–7 numbers, not 40.
Forms, CRM or manual sheet import.
Desktop + phone readable.
Agree who looks weekly.
This is a proposed working process. Timing, responsibilities and acceptance checks are agreed for your project.
Reports count enquiries but do not show their source, owner or next stage.
Agree metric definitions and reconcile the dashboard with source records.
Metric list · Dashboard UI · Data connection · Export
Data freshness; source coverage; reconciled totals.
Connect the work to a real operational or customer-facing issue. Choose the first improvement, name the person who will keep it up to date, and agree what would count as a useful result.
Data freshness; source coverage; reconciled totals.
A clearer offer, professional presentation and an easier enquiry or working process can support a personal practice too. Use only the parts relevant to your work. A personal portfolio does not automatically need inventory, a CRM or paid advertising; start with the customer task you actually have.
Know the deliverables, exclusions and approval points before the build. Ask which accounts, files and access remain yours.
Review a relevant sample or pilot against your task. Approve the direction before repeating it across the project.
Test the customer journey and agreed outputs. A visual approval alone does not establish that forms, calculations or integrations work.
Agree who maintains the result, what instructions are included and how support requests or changes are handled.
Agree the measures before work begins and review the result against the starting point. Market conditions, your offer and ongoing upkeep also affect rankings, sales and professional outcomes.
Discuss your starting point →LeadScope / Bangladesh
A dashboard is useful only when the team agrees what its numbers mean. An advertisement click, a WhatsApp button click, a genuine enquiry and a paying customer are different events. Counting them as the same conversion makes marketing look stronger than the sales pipeline. For a Bangladesh agency or local service business, build a small measurement dictionary before designing charts. Record the event, its source, its owner and when it is considered valid.
Connect the advertising view to the lead workflow using stable identifiers where practical. Preserve campaign tags, but do not put names, telephone numbers or email addresses in analytics event parameters. A customer may discover a business through one channel and return through another, so the dashboard should explain attribution limits rather than promise a perfect source for every sale.
Use explicitly labelled example arithmetic when planning targets. If an assumed campaign spend is BDT 10,000 and it produces 20 verified enquiries, the example cost per enquiry is BDT 500. That is a calculation, not a market benchmark or forecast. Add service fees and other costs when assessing total acquisition economics; avoid hiding them inside an attractive advertising-only number.
Reconcile a sample every week: open the source form or CRM record and compare it with the dashboard. Track missing campaign information, duplicates and delayed sales updates. Stop using a metric for budget decisions if its definition or data feed is broken. A small report with honest gaps is more useful than a colourful dashboard with false precision.
Open the full-size preview ↗Measure progress: Qualified enquiries; total acquisition cost; duplicate rate; missing source data.
The illustration is a concept demo. This is a custom development service; scope, hosting, API fees, security, testing and support are agreed per project.
Compare all 10 software services →Lead dashboards for BD teams: sources, owners, stage counts and follow-up visibility without a heavy analytics project.
Ads and WhatsApp bring leads; without a board, nobody knows what happened next. A dashboard makes the week visible.
Which channel earned the enquiry.
Who must reply today.
Numbers you can review every Saturday.
We shape the scope around the actual business problem. These are the core capabilities available within this service.
| Service component | What it includes |
|---|---|
| Lead list & filters | By source, stage, owner, date. |
| Stage summary cards | New / in progress / won / lost. |
| Source breakdown | Web, ads, WA, walk-in, other. |
| Export | CSV for accounts or agencies. |
| Alerts (scoped) | Stale leads older than X days. |
| Works with CRM | Standalone board or view on top of your CRM. |
We keep the process understandable so you know what is happening, why it matters and what comes next.
Usually 5–7 numbers, not 40.
Forms, CRM or manual sheet import.
Desktop + phone readable.
Agree who looks weekly.
These are practical outcomes the service is designed to support. Exact results depend on your market, offer, execution and other business factors.
Cut spend that does not convert.
Stale leads surface automatically.
Share a clean view with partners.
These answers are meant to make the service easier to understand before a consultation.
No — this is operational leads, not only traffic. We can use GA as one source of truth for web enquiries.
Helpful but not required; a dashboard can start from form exports and grow.
WhatsApp AutomationRoute customer questions to the correct team with context and a clear human handoff.
Client PortalsClients find their files, check project status and approve work in a private workspace.
Inventory Lite SoftwareTrack quantities, stock movements and low-stock items before accepting another order.Tell us the business problem. We can help identify whether this service—or a combination of services—is the right direction.
Send us a few details about your project. Your enquiry will be tagged with this service automatically so our team can respond with the right context.
Dhaka office