📊 MCA CRM – Internal Dashboard
Role: Sales RepLeads
42
42
Funded
9
9
Avg Deal
$58K
$58K
SLA Breach
3
3
Lead nuevo
Blue Wave Catering
$45,000 requested
SLA: 10 min
$45,000 requested
SLA: 10 min
Pre-calificación
JR Auto Repair
$80,000
Score A
$80,000
Score A
Documentación
Sunrise Logistics
Missing 2 bank stmts
Docs incomplete
Missing 2 bank stmts
Docs incomplete
Ofertas enviadas
E-Commerce Prime
Offer #1 sent
Expires 48h
Offer #1 sent
Expires 48h
Funded
AT Beauty Studio
$35,000 funded
Check-in 7d
$35,000 funded
Check-in 7d
📝 Activity Log (Lead: Blue Wave Catering)
📞 Call — Rep Juan
Client confirmed urgency · 10:12 AM
Client confirmed urgency · 10:12 AM
📄 Docs — System
Requested 6 months bank statements · 10:15 AM
Requested 6 months bank statements · 10:15 AM
🔁 Stage Change — System
Lead nuevo → Pre-calificación · 10:18 AM
Lead nuevo → Pre-calificación · 10:18 AM