Sample data only

Demo dashboard for a trade CRM workflow.

This public page shows dummy leads, dummy customer names and dummy values. It does not connect to Gmail, Supabase tenant data, real dashboard data or real customer records.

New leads today

4

Website, Gmail and ads

Quote visits

3

Next 7 days

Pipeline value

£44,650

Open opportunities

Won revenue

£18,500

Sample month

Sample pipeline

Pipeline columns mirror the real CRM stages, but every card here is fake.

New Lead

Sarah Mitchell

Resin driveway

Website Form£6,400

Taunton - 07123 000111

Contacted

James Carter

Roof repair

Gmail£1,850

Bridgwater - 07800 000222

Quote Booked

Priya Shah

Patio installation

Google Ads£4,200

Exeter - 07911 000333

Quoted

Mark Evans

Block paving

Lead & Trade£8,900

Weston-super-Mare - 07770 000444

Follow Up

Hannah Wilson

Garden landscaping

Meta Lead Form£5,750

Yeovil - 07555 000555

Won

Tom Hughes

Kitchen extension

Manual Entry£18,500

Minehead - 07333 000666

Lost

Lead source ROI sample

Dummy source reporting shows the kind of information a trade team can track.

Website Form

£12,100

8 leads - 2 won jobs

Lead & Trade

£16,400

5 leads - 2 won jobs

Google Ads

£6,200

6 leads - 1 won jobs

Meta Lead Form

£4,800

4 leads - 1 won jobs

Sample quote visit

Thursday, 10:30

Resin driveway quote visit - Sarah Mitchell

Taunton, TA1 sample postcode

Sample activity timeline

1

Lead captured from website form

2

Customer details extracted

3

Quote visit booked for Thursday 10:30

4

Reminder created to call after quote

5

Quote sent from Quotessa

6

Follow-up due tomorrow

Call-back due

2

Follow-ups

5

Average lead value

£7,442

Sample conversion

33%

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