Sales Pipeline

Lead → Qualified → Quotation → Management Approval → Won, dalam satu menu.

Leads

Lead	Sumber	Stage	Status Deal	Owner	Update Terakhir	Follow-up
Dimas Pratama PT Java Bhakti Persada	Client Portal (Repeat Request)	Contacted	Ready for Quotation	Rani Kusuma	29 Jul 2026	—
Yuni K. Kartika Possible DuplicateYuni Kartika Personal	Referral	New	Ready for Quotation	Rani Kusuma	28 Jul 2026	—
Yuni Kartika Possible DuplicateYuni Kartika Personal	Email	New	Ready for Quotation	Rani Kusuma	27 Jul 2026	—
Sarah Amelia PT Alam Raya Group	Referral	Qualified	Quotation Draft	Rani Kusuma	27 Jul 2026	—
Doni Ferdian PT Ferdian Karya Logistik	WhatsApp	Contacted	Ready for Quotation	Rani Kusuma	26 Jul 2026	Follow-up Mendatang
Michael Tanuwijaya PT Sinergi Korporindo	Website	Qualified	Ready for Quotation	Rani Kusuma	26 Jul 2026	—
Siska Amelinda Siska Amelinda Consulting	TikTok	New	Ready for Quotation	Rani Kusuma	25 Jul 2026	—
Made Surya PT Surya Perkasa	Sales Outreach	Contacted	Ready for Quotation	Rani Kusuma	25 Jul 2026	—
Rangga Wibowo Toko Retail Wibowo	Instagram	New	Ready for Quotation	Rani Kusuma	24 Jul 2026	—
CV Nirmala Eventama CV Nirmala Eventama	Website	Qualified	Ready for Quotation	Rani Kusuma	22 Jul 2026	Follow-up Mendatang
Farah Anindya PT Alam Raya Group	Referral	Qualified	Ready for Quotation	Rani Kusuma	20 Jul 2026	—
Nadia Ramadhani PT Melati Wisata Kreasi	Referral	Qualified	Pending Management Approval	Rani Kusuma	18 Jul 2026	—
Hendra Wijaya PT Cipta Distribusi Nusantara	Website	Qualified	Approved	Rani Kusuma	15 Jul 2026	—
Hendra Wijaya PT Cipta Distribusi Nusantara	Website	Qualified	Won	Rani Kusuma	15 Jul 2026	—
Wahyu Setiadi CV Setiadi Jaya	Event	Unqualified	Unqualified	Rani Kusuma	14 Jul 2026	—
Rian Kusuma PT Melati Wisata Kreasi	Referral	Qualified	Quotation Draft	Rani Kusuma	15 Jun 2026	—
Hendra Wijaya PT Cipta Distribusi Nusantara	Website	Qualified	Won	Rani Kusuma	10 Jun 2026	—
Farah Anindya PT Alam Raya Group	Referral	Qualified	Won	Rani Kusuma	1 Jun 2026	—
Michael Tanuwijaya PT Sinergi Korporindo	Website	Qualified	Won	Rani Kusuma	15 Mei 2026	—

Funnel

Customer Journey Funnel

Lead → Qualified → Quotation → Approved → Won → Client → Project Order. Klik tahap mana pun untuk melihat daftar record terkait (drill-down).

Setiap tahap dihitung dari kondisi data saat ini (bukan histori kohort per-lead).

Lead Pipeline

New4
Contacted3
Qualified11
Unqualified1

Quotation Pipeline

Draft2
Menunggu Approval1
Disetujui5

Customers

Directory company, Account Owner, lifecycle.

Project

Seluruh Project lintas client.

Rekap Sumber Lead

Performa sumber lead lintas Website/Instagram/TikTok/WhatsApp/Referral/Event/Email/Sales Outreach/Lainnya — agregat seluruh Sales, tidak ter-scope portfolio.

Total Leads

Qualified Leads

Deals Created

Won

Distribusi Lead per Sumber

Website6
Referral6
Instagram1
TikTok1
WhatsApp1
Event1
Email1
Sales Outreach1
Client Portal (Repeat Request)1
Lainnya1

Detail per Sumber

Sumber	Total Leads	Qualified	Deals Created	Won	Conversion Rate
Website	6	6	4	3	50%
Instagram	1	0	0	0	0%
TikTok	1	0	0	0	0%
WhatsApp	1	0	0	0	0%
Referral	6	5	4	1	17%
Event	1	0	0	0	0%
Email	1	0	0	0	0%
Sales Outreach	1	0	0	0	0%
Client Portal (Repeat Request)	1	0	0	0	0%
Lainnya	1	0	0	0	0%

Quotation

Quotation	Lead	Party	Account Executive	Nilai	Diajukan
QUO-005	Bali Team Building 2026	PT Melati Wisata Kreasi	Rani Kusuma	Rp 180.000.000	18 Jul 2026