{% extends "cms/base.html" %} {% block title %}CRM{% endblock %} {% block page_title %}CRM{% endblock %} {% block extra_head %} {% endblock %} {% block cms_content %}

CRM

{% if stripe_status.ok %}

Stripe connected{% if stripe_payment_errors %}   {{ stripe_payment_errors|length }} recent payment error{{ stripe_payment_errors|length|pluralize }}{% endif %}

{% else %}

Stripe error: {{ stripe_status.error }}

{% endif %}
Assessments Orders Subscriptions
Total Leads
{{ total_leads }}
All assessments
New
{{ new_leads }}
Unreviewed
Quoted
{{ quoted }}
£{{ pipeline_value|floatformat:0 }}
Won
{{ won }}
£{{ won_revenue|floatformat:0 }}
Lost
{{ lost }}
Closed lost
Win Rate
{{ win_rate }}
Leads to wins
Products Sales
£{{ crm_product_revenue|floatformat:0 }}
Products & Domains
Services Sales
£{{ crm_service_revenue|floatformat:0 }}
Agency & Projects
Subscriptions
£{{ crm_sub_revenue|floatformat:0 }}
{{ crm_sub_count }} Recurring Client{{ crm_sub_count|pluralize }}
Total Revenue
£{{ crm_total_revenue|floatformat:0 }}
Products & Services
Expenses
£{{ crm_total_costs|floatformat:2 }}
Costs & Stripe Charges
Net Profit
{% if crm_net_profit < 0 %}−£{{ crm_net_profit|floatformat:2|slice:"1:" }}{% else %}£{{ crm_net_profit|floatformat:2 }}{% endif %}
After Expenses
Sales Forecast
Leads by Stage
Deal Type
Won / Pending / Lost by Source
Sales Pipeline
Conversion Funnel
{% if total_leads > 0 %}
{% else %}
No leads yet
{% endif %}
Finance
Balance Overview
View Assessments
Total Cleared
£{{ pay_cleared|floatformat:0 }}
All time revenue received
This Month
£{{ pay_month_revenue|floatformat:0 }}
Revenue this calendar month
Deposits
£{{ pay_deposits_collected|floatformat:0 }}
Collected, balance outstanding
Outstanding
£{{ pay_balance_outstanding|floatformat:0 }}
Balance due from clients
Instalments
{{ pay_instalment_count }}
plan{{ pay_instalment_count|pluralize }} with balance owed
{% comment %}
Forecast
Monthly Revenue vs Expenses
Net Profit Expenses
{% endcomment %}
Ecommerce
Latest Transactions
£{{ total_revenue|floatformat:0 }}
{{ total_clients }} paid client{{ total_clients|pluralize }} · received via Stripe
All
{% if recent_transactions %} {% for o in recent_transactions|slice:":8" %} {% endfor %}
IDClientDateAmount
{{ o.order_number }} {{ o.customer_name }} {{ o.created_at|date:"d M Y" }} £{{ o.total }}
{% else %}
No transactions yet
{% endif %}
Subscriptions
Active Clients
All
{{ crm_sub_count }} plan{{ crm_sub_count|pluralize }} · £{{ crm_sub_revenue|floatformat:0 }} collected
{% if crm_recent_subscriptions %} {% for o in crm_recent_subscriptions|slice:":10" %} {% endfor %}
Customer#AmtDate
{{ o.customer_name|slice:":1"|upper }}
{{ o.customer_name }}
{{ o.order_number }} £{{ o.amount_paid }} {{ o.created_at|date:"d M" }}
{% else %}
No subscriptions yet
{% endif %}

Stripe Status

Connection
{% if stripe_status.ok %}
Connected
{{ stripe_status.account }}
{% else %}
Error
{{ stripe_status.error }}
{% endif %}
Mode
{% if stripe_status.live_mode %} Live {% else %} Test {% endif %}
Secret Key
{{ stripe_status.key_hint }}
{% if stripe_payment_errors %}
Recent Payment Errors
{% for err in stripe_payment_errors %}

{{ err.at }}: {{ err.msg }}

{% endfor %}
{% endif %}
{% endblock %} {% block extra_js %} {% endblock %}