Good morning, Director
Sales OverviewDemo data
Every lead, member, sponsor and WhatsApp message across the Jodhpur region — in one place.
6 monthsQuarterMonth✦ Automations
From post to member
How a BNI Jodhpur Instagram post turns into a new member · all channels, last 6 months
01 · Posts & reels1.86LInstagram reach · 34 posts (sponsor, member, event)
02 · Scans & clicks5,509QR at desks/standees + bio link3% →
03 · Leads430Form filled or WhatsApp “Hi”7.8% →
04 · WhatsApp359Welcome sent within minutes83.5% →
05 · Invited247Confirmed a meeting68.8% →
06 · Visited166QR check-in at the venue67.2% →
07 · Applied65Application submitted39.2% →
08 · Members52Joined a chapter80% →
Membership goal
Q4 2026 · new members vs target
50%20 of 40 members
Open pipeline165
₹69.3L
Leads this month↗ 12.1%
65
Leads this week
New leads per week · this week in orange
31.3%Visitor → member
Call now
Hottest lead · Applied · score 99
Gaurav BhatiBhati Insurance Services · BNI Umaid
Members by channel
Membership value won
₹21.8L
3.7% ↘
₹84k
WhatsApp0% ↘
₹0
Instagram13.9% ↘
₹8.0L
QR codes15.2% ↗
₹13.0L
ReferralsVisit rate67.2%of invited visitors attended
WhatsApp reply rate34%welcome sent in ~5 min
Mahotsav sponsorship₹18.9Lof ₹28.1L target
Renewals in 30 days16of 284 members
Overdue follow-ups45next action date passed
Where leads come from
New leads per week by source · 26 weeks
Top chapters
Members won from leads
FBNI Futurz37 members · target 401115 open
UBNI Umaid49 members · target 55923 open
MBNI Mehran42 members · target 45828 open
MBNI Marwar45 members · target 50724 open
VBNI Vyapar40 members · target 50731 open
RBNI Royals40 members · target 45523 open
NBNI Networkers31 members · target 40521 open
Lead sources
Share of all leads
Visits & new members
Per week
Revenue
Last 6 months
Due today & overdue
Follow-ups the team should do now
Bhavna Kachhwaha · Kachhwaha Digital
ContactedConfirm meeting date · BNI Vyapar · Vikram Shekhawat
Mohit Sharma · Sharma Handicrafts
ContactedConfirm meeting date · BNI Futurz · Aman Purohit
Chetan Jain · Jain Ceramics
ContactedConfirm meeting date · BNI Mehran · Neha Bhati
Manish Bafna · Bafna Gifts
ContactedConfirm meeting date · BNI Vyapar · Neha Bhati
Pallavi Kachhwaha · Kachhwaha Printers
ContactedConfirm meeting date · BNI Vyapar · Vikram Shekhawat
Vandana Bhansali · Bhansali Physio Clinic
InvitedRemind before Friday meeting · BNI Vyapar · Aman Purohit
Ankita Jain · Jain Electricals
ContactedConfirm meeting date · BNI Marwar · Aman Purohit
Megha Joshi · Joshi Design Studio
ContactedConfirm meeting date · BNI Marwar · Aman Purohit
Live activity
Replies, visits, stage changes
Mahendra Rathore — replied “Yes, I'll come”
13 Nov 12:08 pmMahendra Rathore — Lead created from Event QR
13 Nov 09:00 amRiya Mathur — replied “5 ⭐ Very energetic meeting!”
13 Nov 08:13 amNikhil Purohit — Confirmed for BNI Networkers meeting
13 Nov 07:06 amRitika Surana — Confirmed for BNI Futurz meeting
13 Nov 06:07 amShruti Maloo — Joined BNI Umaid 🎉
13 Nov 06:02 amJyoti Chopra — Confirmed for BNI Mehran meeting
13 Nov 06:01 amRiya Mathur — Lead created from QR at meeting
13 Nov 06:00 amPayal Rathi — Lead created from Visit form
13 Nov 06:00 amSaurabh Bhansali — Neha Bhati called — application form sent
13 Nov 05:02 amDemo build · every name, number and amount is fictional.