Indiranagar · four reports every template gets free, plus what the service layer adds
Organization rollup
Iron & Oak Fitness · 2 workspaces
Workspace
Series
Members
Open enquiries
Active services
Overdue
Indiranagarcurrent
IND/26-27/…
30
15
51
₹1.2L
Koramangala
KOR/26-27/…
30
18
48
₹1.7L
One row per workspace. There is deliberately no combined client list here — the two workspaces need not share a field registry, so the columns would not agree.
Pipeline funnel & conversion
Enquiry38
Trial booked29−24%
Trial done23−21%
Joined19−17%
Source attribution
revenue from won enquiries
Source
Enquiries
Won
Rate
Revenue
Google
10
4
40%
₹1.0L
Walk-in
10
4
40%
₹86k
Justdial
7
1
14%
₹26k
Instagram
3
1
33%
₹10k
Referral
8
0
0%
₹0
Revenue by service
billed, overdue, and worked-but-unbilled
Service
Team
Members
Billed
Overdue
Unbilled periods
Annual membership
Sales floor
14
₹2.2L
₹62k
6
Personal training — 10 sessions
Training
12
₹1.0L
₹26k
5
Monthly membership
Sales floor
10
₹38k
₹19k
8
Diet plan review
Training
15
₹30k
₹13k
13
Annual membership₹2.2L
Sales floor14 members₹62k overdue6 unbilled
Personal training — 10 sessions₹1.0L
Training12 members₹26k overdue5 unbilled
Monthly membership₹38k
Sales floor10 members₹19k overdue8 unbilled
Diet plan review₹30k
Training15 members₹13k overdue13 unbilled
Unbilled periods is the report a practice cannot produce without this model: work that was generated, worked, and never invoiced.
Activity by user
load against capacity, follow-ups, conversions
User
Teams
Load
Follow-ups
Calls
Converted
Revenue
Share
SQSana
Training
7/25
15
28
4
₹1.1L
RMRahul
Sales floor
8/60
26
12
2
₹45k
PNPriya
Sales floor
3
37
45
1
₹41k
VRVikram
Sales floor
5/25
37
45
2
₹24k
DSDivya
Training
7/15
15
28
1
₹7k
SQSana₹1.1L
Load
7/25
Follow-ups
15
Calls
28
Converted
4
RMRahul₹45k
Load
8/60
Follow-ups
26
Calls
12
Converted
2
PNPriya₹41k
Load
3
Follow-ups
37
Calls
45
Converted
1
VRVikram₹24k
Load
5/25
Follow-ups
37
Calls
45
Converted
2
DSDivya₹7k
Load
7/15
Follow-ups
15
Calls
28
Converted
1
⌁Not surveillance theatre — a CRM where nobody can see whether the team is using it gets abandoned in month two. Load against capacity is here for the same reason: it is what the assignment rule reads when it skips somebody who is already full.