BGC Digital CRM

Total leads

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Pipeline value

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Monthly MRR

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Active client retainers

Follow-ups due

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Lead sources

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Upcoming follow-ups

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Stale leads (7+ days idle)

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Win rate by source

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Client profitability (retainer vs ad spend)

Client	Retainer	Ad spend	Margin
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Recent leads

Name	Service	Budget	Status
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Name	Contact	Service	Source	Budget	Status	Follow-up	Actions
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Update lead status on the Leads page to move deals through the pipeline

Total spend

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Total leads

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Avg CPL

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Active campaigns

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Campaign	Platform	Client	Budget	Spent	Leads	CPL	Status
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Contact	Action required	Due date	Status	Done
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Monthly MRR

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Active clients

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Renewals (90 days)

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Reports due

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Client	Services	Monthly (AED)	Start	Renewal	Report due	Health
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Sessions

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Total users

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Bounce rate

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Engagement rate

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Traffic by source

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Top search queries (Search Console)

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AI insight

Ask Claude to analyze this traffic data and suggest improvements.

Data updates when a new snapshot is added to Supabase. Ask Claude in chat to "refresh website analytics" anytime for the latest numbers.

Quick actions

Client proposal

Draft a full proposal for a new Dubai client

Monthly report

Create a client performance report email

Cold outreach email

Reach out to a potential Dubai client

Campaign strategy

Get tips to improve ad performance

Contract renewal

Retain a client whose contract is ending

Handle unhappy client

Respond professionally to complaints

LinkedIn post

Content for BGC Digital social media

WhatsApp follow-up

Short follow-up message for Dubai leads

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