Dashboard
New Leads
+24
+15.2% from last month
Open Tickets
12
3 waiting for response
Clients Onboarded
+8
this quarter
Quick Actions
Client Acquisition
Monthly new client trend.
Recent Activity
An overview of recent actions and events.
RO
Client KYC
Rohan Sharma
5 min ago
PR
New Lead Added
Priya Singh
1 hour ago
AM
Ticket Closed
Amit Patel
3 hours ago
AN
Document Uploaded
Anjali Gupta
1 day ago
AI
Call Note Summarized
AI Copilot
2 days ago