Safal CRMPREVIEW · SAMPLE DATAFull console - overview, win-back, leads, orders, and clickable client profiles with order-trend charts and margins, from your Accounts data.
Oct 2022 - May 2026
Monthly sales
earlier monthslast 6 monthstap a month bar for its bills
Client segments
Tap a segment to jump to its list
Monthly target
Product mix
Share of revenue by item
Clients & order frequency
Click any client to open their profile
The five win-back groups
Tap a group to filter the list below
Every re-engageable client sits in one group, ranked by win-back odds against value. Group A first. Messaging is offer-free.
Win-back campaign (from the pipeline)
Working list
Click a client to open their profile
What to say - offer-free message sequences
Up to 3 touches · no discounts
Reorder radar - by week, not by date
Tap a window to filter
Clients you can expect to reorder soon, based on each one's own ordering rhythm. Windows are weekly because exact reorder dates rarely hold. Work slipping, overdue and this-week first. Slipping means an active regular silent for more than twice their own usual gap: call before they lapse. Clients silent over 180 days live in Reconnect instead.
Working list
Click a client to open their profile
What to say - reorder nudges
Offer-free
Stock on hand
Leads - not configured yet
The leads section is not switched on in this demo.
Conversion funnel
Where leads progress and where they stall
Follow-ups due
Overdue first - the rest of the team's are on the Follow-ups due chip below
Lead pipeline
· -
Our leads
Enquiry inbox 0
Enquiry inbox
enquiries waiting to be called - only the good ones go into Leads
Live order tracking - not configured
Live order tracking is not switched on in this demo. The size console and order book below still work.
Live order tracking
-
Size console
Pick a size to see who buys it
Tap any size below. You'll see every client taking that size, how much they've ordered, and which factories supply it.
Order book
-
Every client order on record plus the factory orders that supply them. Orders you raise in live tracking appear here automatically, tagged live. Client-order dates only exist from Dec 2024 onward; older rows are shown in their original order.
Today's activity
every call and lead update the team logged today - same feed on all three dashboards
Call lists
same ranked lists the callers work - reorder due, win-backs, cross-sell
CRM not configured - the team report needs Supabase.
Caller scorecard
how the calling team is doing
Leaks & coverage
leads quietly dying - the real cost of a CRM nobody checks
What moved
every stage change in the window, newest first
Why we lose
from call dispositions and recorded loss reasons
Call review
sample a few write-ups each week and score them - coaching, not surveillance
Handoffs
-
Outstanding - straight from your Accounts balance sheet
Bamboo costing & margin calculator
Convert weight ⇄ pieces/kg, work out cost per piece & per kg, and price a client quote at your target margin.
enter thickness & length - weight, pcs/kg auto-calculate
Or load a standard size:
Costing result -
Weight / piece-
Pieces per kg-
Cost / piece-
Sell / piece-
Sell / kg-
Margin / piece-
Quote for an order
Total pieces-
Total weight-
Order cost-
Taxable value (sale)-
GST @ 5%-
Invoice total (incl GST)-
Your margin on this order-
carries size, rate, margin & qty - add the destination there
Size reference
Measured weights from your costing sheet. Tap any row to load it into the calculator. Cost/pc shown at the listed buy price; sell/pc at 17% margin.
| Spec | Wt/pc (g) | Pcs/kg | Cost/kg | Cost/pc | Sell/pc | Sell/kg | GM% |
|---|
Quotation document
printable / PDF - same layout as your Accounts sales order
Billing from
Buyer (Bill to)
Consignee (Ship to)
Document
Products add as many lines as you need
Preview
exactly what prints