Production ReadySaaS CRMAI Automation

Catechu Health Care Dashboard

A complete CRM command center for leads, Meta campaigns, smart assignment, agent performance, dialer, WhatsApp, SMS, retention and ROI.

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Catechu Admin

Catechu Health Care
Good Afternoon, AdminLive Call Center Dashboard

Catechu Health Care Command Center

Monitor calls, leads, conversions, Meta campaigns, WhatsApp, agent productivity and CRM operations from one clean SaaS dashboard.

Total Leads

95

Answered Calls

3123

Conversion

0%

Dashboard Filters

Current view: Today

Live

Total Calls

10,553

All call attempts

Live

Answered Calls

3,123

29.59% connected

Live

Missed Calls

7,430

Pending attention

Live

Total Leads

95

All CRM leads

Live

Conversions

0

Converted leads

Live

Conversion Rate

0%

Lead conversion

Call & Lead Overview

Daily lead movement with connected call performance.

This Period
LeadsConnected CallsMissed Calls

03 Oct

Lead Status

Status-wise lead composition.

95

Leads

New / Assigned

95

Follow-up

0

Interested

0

Converted

0

Funnel Overview

Lead journey from new to converted.

95

Total Leads

3,123

Contacted

0

Interested

0

Converted

System Health

CRM, dialer, WhatsApp and assignment readiness.

Meta Webhook

Ready

86%

Smart Assignment

Active

100%

Dialer Queue

Connected

29.59%

WhatsApp + SMS

Prepared

72%

AI Quality

Planned

58%

Top Performing Agents

Agent-wise allocation, conversion and workload overview.

ROI Report

Bhaivshya Rawat

20 assigned leads

ROI 0%

High

20

Won

0

Load

100%

Ayushi Kant

20 assigned leads

ROI 0%

High

20

Won

0

Load

100%

Ashish Kumar Das

20 assigned leads

ROI 0%

High

20

Won

0

Load

100%

Anurag

20 assigned leads

ROI 0%

High

20

Won

0

Load

100%

Anjali

11 assigned leads

ROI 0%

High

11

Won

0

Load

55%

Diksha

4 assigned leads

ROI 0%

High

4

Won

0

Load

20%

Campaign Performance Snapshot

Lead quality, spend efficiency and conversion readiness.

Live Preview

Lead Growth

1
2
3
4
5
6
7
8

ROI Health

Spend Efficiency74%
Lead Quality68%
Follow-up Strength56%
Conversion Readiness12%

Quick Actions

Frequently used CRM actions.

Call & Lead Overview

Lead movement for the selected dashboard period.

Trend View

03 Oct

95

Follow-up & Retention

Customer interest, follow-up, conversion and drop-off health.

Retention View

Follow-up Leads

Selected filter based

0

Interested Leads

Selected filter based

0

Retention Health

Selected filter based

0%

Drop Ratio

Selected filter based

0%

Campaign Breakdown

Lead contribution by campaign for the selected view.

Campaign Mix

Leads form-2june26Modify

53 leads

55.79%

Wellness form 30Jun

42 leads

44.21%

Campaign ROI Table

Spend, clicks, impressions, leads and CPL from campaign records.

Meta Campaigns
CampaignSpendClicksImpressionsLeadsCPLStatus
No campaign ROI records available yet.

Management Summary

One-screen operational view for leadership review.

Executive View

Lead Capture

Meta + Manual

Assignment

Smart Rules

Calling

2949m 33s

Messaging

WhatsApp + SMS

Retention

Old Customer Flow

Smart Filters

Filter analytics by date, status, source, agent and lead distribution.

Filtered Leads

0

0 total leads

Quoted

0

0%

Not Quoted

0

0%

Payment Link

0

0%

Detail Shared

0

0%

Status Graph

CRM workflow status distribution.

0 total

Lead Distribution Graph

Customer call response and disposition summary.

0 total

Status not set

0(0%)

Busy Signal

0(0%)

Call Back

0(0%)

Details Shared

0(0%)

Disconnected by Customer

0(0%)

Do Not Call List

0(0%)

Follow Up

0(0%)

inquiry

0(0%)

Invalid Number

0(0%)

Langauage Barrier

0(0%)

Lead Book

0(0%)

Network Error

0(0%)

No Incomning

0(0%)

Not Connected

0(0%)

Not Interested

0(0%)

Number Busy

0(0%)

OFD

0(0%)

Payment Method Graph

COD, prepaid, partial and unset payment method.

0 total

Status not set

0(0%)

Cash

0(0%)

UPI

0(0%)

Card

0(0%)

Bank Transfer

0(0%)

COD

0(0%)

Online Payment

0(0%)

Quotation Graph

Quoted vs not quoted leads.

0 total

Not Quoted

0(0%)

Quoted

0(0%)

Quotation Sent

0(0%)

Quotation Accepted

0(0%)

Quotation Rejected

0(0%)