Clients 👥
24
24 new in selected period · 20 profiles
Analytics Dashboard
Sales, clients, revenue, invoices and fulfilment intelligence from your CRM workspace.
MessagesAdmin · Admin
Executive CRM analytics
Track sales movement, client growth, invoice recovery, paid revenue and operational fulfilment from the same Citiview CRM workspace.
Quick actions
Jump straight into CRM operational pages.
Revenue paid 💳
R 0.00
0 successful payment records
Invoices 🧾
51
R 45 900.00 total billed
Pending invoices ⏳
45
R 36 450.00 outstanding / awaiting payment
Sales orders 📈
18
R 22 600.00 order value in selected period
Paid invoices ✅
0
0.0% invoice conversion
Open matters 🗂️
4
71 open document requirements
Catalogue 🧩
17
4 packages · 13 products · 11 docs
Revenue trend
Paid payments or paid invoice fallback over the last six months.
Invoice status
Paid, pending and draft distribution.
Package demand
Top package/order routes in the selected period.
Client growth
New client/contact capture trend.
Sales people performance
Assigned client base, order count and sales value.
| Sales person | Clients | Orders | Sales value | Performance |
|---|---|---|---|---|
| Robert Cook demo.sales@citiview.co.za |
1 | 1 | R 2 500.00 | |
| Melinah Kedibone sales@citiview.co.za |
0 | 0 | R 0.00 |
Top package routes
Compact CRM ranking by volume and value.
Individual Product Selection6 records · R 1 950.00
33.3%Business Setup Package5 records · R 5 000.00
27.8%Selected CRM products2 records · R 8 150.00
11.1%Tender Package1 records · R 7 500.00
5.6%Citiview Service Request1 records · R 0.00
5.6%Unspecified1 records · R 0.00
5.6%Individual Products1 records · R 0.00
5.6%Business Setup1 records · R 0.00
5.6%Recent sales / package activity
Latest order and package activity from CRM records.
| Reference | Client | Package / product | Amount | Status | Date | Action |
|---|---|---|---|---|---|---|
| CV-SIGNUP-20260602120252-3D075A | Moment Matseba | Business Setup Package | R 0.00 | locked_pending_sales_verification | 2026-06-02 12:26:44 | |
| CV-SIGNUP-20260602114444-11A630 | bernard dandadzi | Citiview Service Request | R 0.00 | locked_pending_sales_verification | 2026-06-02 11:44:44 | |
| CV-SIGNUP-20260602114228-774FB5 | Bernard Dandadzi | Business Setup Package | R 2 500.00 | locked_pending_sales_verification | 2026-06-02 11:42:28 | |
| CV-SIGNUP-20260529172218-FE4C51 | Bernard Dandadzi | Business Setup Package | R 0.00 | locked_pending_sales_verification | 2026-06-04 07:55:52 | |
| CV-IPS-20260529-165529-0C3BA7F7 | Bernard Dandadzi | Individual Product Selection | R 0.00 | locked_pending_sales_verification | 2026-06-04 07:55:52 | |
| CV-PRODUCTS-20260529130702-30840A | Bernard Dandadzi | Selected CRM products | R 6 950.00 | locked_sales_verification | 2026-05-29 13:07:02 | |
| CV-PRODUCTS-20260529130111-2A80C0 | Bernard Dandadzi | Selected CRM products | R 1 200.00 | locked_sales_verification | 2026-05-29 13:01:12 | |
| CV-SIGNUP-20260527074420-D34F7F | Bernard Dandadzi | Business Setup | R 0.00 | locked_pending_sales_verification | 2026-06-04 07:55:52 |