# EDK - Dashboard POS 4

# POS Dashboard

Point of Sale System — Period: Q2 2026

CRM Overview

### Key Metrics

Total Revenue

$2.46M

↑ 15.3%

Pipeline Value

$4.83M

↑ 22.1%

Customers

1,847

↑ 9.3%

Win Rate

34.2%

↑ 2.1pp
MRR: $128KQ2 2026

Total Revenue

$2.46M

↑ 15.3%

Pipeline Value

$4.83M

↑ 22.1%

Win Rate

34.2%

↑ 2.1pp

Active Customers

1,847

↑ 9.3%

Avg Deal Size

$14.3K

↑ 5.8%

CLV

$48.6K

↑ 12.4%

Churn Rate

2.1%

↑ 0.4pp

MRR

$128K

↑ 8.7%

### CRM Metrics Matrix

Key indicators across all categories

View All →

Total Revenue

$2.46M ↑ 15.3%

Pipeline Value

$4.83M ↑ 22.1%

Win Rate

34.2 ↓ 2.1pp

Customers

1 ↑ 9.3%

Avg Deal Size

$14.3K ↓ 5.8%

CLV

$48.6K ↓ 12.4%

Churn Rate

2.1 ↓ 0.4pp

MRR

$128K ↓ 8.7%

Leads

2 ↑ 18%

Deals

640 ↓ 12%

Conversion

4.7 ↓ 0.8%

CSAT

4.2 ↓ 0.3

Contacts

3 ↑ 14%

NPS Score

72 ↓ 5pts

Avg Cycle

62 ↓ 3d

Response Time

2.4 ↓ 0.3

SLA

94.2 ↓ 2.1%

Email Open

24.5 ↓ 2.3%

Campaigns

24 ↓ 4

Enterprise

35% rev share

### Revenue Trend

Monthly revenue vs target

Revenue Target

### Lead Sources

By category this period

Website 42%
Referral 22%
Social 15%
Email 12%
Others 9%

### Pipeline Summary

As of June 30, 2026

Total Pipeline

$4.83M

Closed Won

$1.35M

Avg Deal Size

$14.3K

Win Rate34.2%Cycle62 days

### Deal Stages

Pipeline by stage

Prospecting

1,225

Qualified

640

Negotiation

156

Closed Won

89

CVR: 4.7%Velocity: $78K/day

### Sales Activity

Monthly movement

+245

Calls

+450

Emails

+89

Meetings

### Recent Deals

Latest opportunities

New Deal →

Date | Deal# | Description | Value | Stage | Status
--- | --- | --- | --- | --- | ---
Jun 30 | JV-2026-0421 | Monthly revenue recognition | $284,500 | $284,500 | Posted
Jun 29 | JV-2026-0420 | Depreciation - June | $42,800 | $42,800 | Posted
Jun 28 | JV-2026-0419 | Payroll accrual | $186,200 | $186,200 | Posted
Jun 27 | JV-2026-0418 | Tax provision - PPh 21 | $38,400 | $38,400 | Pending

Active: 4 dealsTotal pipeline: $4.83M

### CRM Activity

Real-time sales updates

Live
AP

Invoice Paid — INV-2026-0882

ⓘ $24,500 · Vendor: TechDistrib · Net 30

12 min ago

Paid
AR

Payment Received — Customer: MegaCorp

ⓘ $86,200 · Invoice INV-2026-0741

35 min ago

Received
GL

Journal Posted — Depreciation June

ⓘ $42,800 · Fixed Assets depreciation

1 hour ago

Posted
TX

Tax Filing — PPh 21 June

ⓘ $38,400 · Filing prepared for submission

2 hours ago

Pending

### Conversion Metrics

Q2 2026 performance

Leads → MQL

2,450 / 1,840

MQL → SQL

640 / 1,840

SQL → Won

89 / 640

Overall CVR

4.7%
Target CVR: 5%On Track

### Top Performers

This quarter ranking

Sarah M.

$420K

48%

James C.

$385K

42%

Alex L.

$312K

38%

Emma P.

$278K

35%
Top Deals: 28Avg Win: 39%

### Support Metrics

Customer service KPIs

Open Tickets

Total pending

Jul 10

Avg Response

First reply time

Jul 15

CSAT Score

Customer satisfaction

Jul 20

Resolution Time

Avg close time

Apr 30

### Lead Overview

As of Jun 30, 2026 · Top sources

View Full →

Source Code | Source Name | Leads | Conversion
--- | --- | --- | ---
1-1000 | Cash & Bank | $5,200,000 | —
1-2000 | Accounts Receivable | $4,600,000 | —
1-3000 | Inventory | $3,800,000 | —
1-4000 | Fixed Assets - Net | $3,400,000 | —
2-1000 | Accounts Payable | — | $1,800,000
2-2000 | Accrued Expenses | — | $1,200,000
2-3000 | Tax Payable | — | $580,000
3-1000 | Retained Earnings | — | $8,420,000
3-2000 | Common Stock | — | $2,000,000
3-3000 | Additional Paid-in Capital | — | $1,500,000
1-5000 | Prepaid Expenses | $420,000 | —
1-6000 | Short-term Investments | $950,000 | —
1-7000 | Marketable Securities | $780,000 | —
2-4000 | Notes Payable (Short) | — | $450,000
2-5000 | Deferred Revenue | — | $320,000
2-6000 | Wages Payable | — | $275,000
2-7000 | Interest Payable | — | $98,000
2-8000 | Dividends Payable | — | $150,000
1-8000 | Land & Buildings | $2,600,000 | —
1-9000 | Equipment & Machinery | $1,850,000 | —
1-9100 | Vehicles | $620,000 | —
1-9200 | Furniture & Fixtures | $340,000 | —
1-9300 | Computer Equipment | $480,000 | —
2-9000 | Long-term Debt | — | $2,400,000
2-9100 | Bonds Payable | — | $1,600,000
2-9200 | Lease Obligations | — | $850,000
2-9300 | Pension Liability | — | $420,000
3-4000 | Preferred Stock | — | $500,000
3-5000 | Treasury Stock | $200,000 | —
4-1000 | Revenue - Product A | — | $5,600,000
4-2000 | Revenue - Product B | — | $3,800,000
4-3000 | Service Revenue | — | $2,100,000
4-4000 | Interest Income | — | $320,000
5-1000 | COGS - Product A | $2,800,000 | —
5-2000 | COGS - Product B | $1,900,000 | —
6-1000 | Salaries & Wages | $2,400,000 | —
6-2000 | Rent & Utilities | $680,000 | —
6-3000 | Marketing & Advertising | $520,000 | —
6-4000 | Depreciation Expense | $310,000 | —
6-5000 | Insurance Expense | $180,000 | —
6-6000 | Travel & Entertainment | $95,000 | —
6-7000 | Professional Fees | $220,000 | —
6-8000 | IT & Software | $340,000 | —
6-9000 | Training & Development | $65,000 | —
7-1000 | Gain on Asset Sale | — | $85,000
7-2000 | Foreign Exchange Gain | — | $42,000
8-1000 | Income Tax Expense | $620,000 | —

Total Leads: 4,981Avg CVR: 4.7%

### Upcoming Renewals

Contracts due next 14 days

Manage Renewals →

Contract | Client | Amount | Due Date | Status
--- | --- | --- | --- | ---
INV-0882 | TechDistrib Inc. | $24,500 | Jul 05 | Due Soon
INV-0885 | CloudHost Ltd. | $12,800 | Jul 08 | Due Soon
INV-0888 | OfficePro Supply | $6,200 | Jul 10 | Future
INV-0890 | Consulting Plus | $18,000 | Jul 12 | Future
INV-0875 | MegaNetwork | $32,000 | Jul 03 | Overdue
INV-0901 | DataSys Solutions | $45,200 | Jul 02 | Overdue
INV-0902 | Prime Logistics | $15,600 | Jul 04 | Due Soon
INV-0903 | GreenEnergy Corp | $28,900 | Jul 05 | Due Soon
INV-0904 | SmartBuild Ltd. | $8,750 | Jul 07 | Due Soon
INV-0905 | MediCare Supplies | $19,300 | Jul 09 | Due Soon
INV-0906 | AquaPure Systems | $11,400 | Jul 11 | Future
INV-0907 | BuildRight Materials | $36,800 | Jul 13 | Future
INV-0908 | FreshFoods Group | $9,200 | Jul 14 | Future
INV-0909 | AutoParts Inc. | $22,600 | Jul 15 | Future
INV-0910 | CloudNet Services | $14,100 | Jul 16 | Future
INV-0911 | Sunrise Energy | $41,500 | Jun 28 | Overdue
INV-0912 | Urban Design Co | $7,800 | Jun 30 | Overdue
INV-0913 | SafeGuard Security | $5,400 | Jul 01 | Overdue
INV-0914 | EcoFriendly Pkg | $16,200 | Jul 02 | Overdue
INV-0915 | StarTech Systems | $33,000 | Jul 04 | Due Soon
INV-0916 | Blue Ocean Ltd. | $10,500 | Jul 06 | Due Soon
INV-0917 | Golden Gate Inc. | $27,300 | Jul 08 | Due Soon
INV-0918 | Silver Lake Corp | $6,800 | Jul 10 | Future
INV-0919 | Northern Lights Co | $38,100 | Jul 12 | Future
INV-0920 | Southern Cross Ltd | $13,400 | Jul 14 | Future
INV-0921 | Pacific Rim Group | $21,000 | Jul 16 | Future
INV-0922 | Atlantic Partners | $9,600 | Jul 17 | Future
INV-0923 | Highland Ventures | $17,800 | Jun 29 | Overdue
INV-0924 | Valley Industries | $4,200 | Jun 30 | Overdue
INV-0925 | RidgeTop Inc. | $29,500 | Jul 01 | Overdue
INV-0926 | Mountain View Corp | $11,200 | Jul 03 | Overdue
INV-0927 | RiverSide Ltd. | $25,400 | Jul 06 | Due Soon
INV-0928 | Harbor Freight Co | $7,100 | Jul 09 | Due Soon
INV-0929 | Ocean View Hotel | $34,600 | Jul 11 | Future
INV-0930 | Desert Palm Resort | $18,900 | Jul 13 | Future
INV-0931 | Forest Woods Ltd. | $8,300 | Jul 15 | Future
INV-0932 | LakeSide Properties | $42,000 | Jul 17 | Future
INV-0933 | FieldStone Group | $5,800 | Jul 18 | Future
INV-0934 | MeadowBrook Inc. | $15,500 | Jun 27 | Overdue
INV-0935 | HillTop Enterprises | $23,100 | Jun 29 | Overdue
INV-0936 | CrestView Solutions | $9,900 | Jul 02 | Overdue
INV-0937 | Peak Performance Ltd | $31,200 | Jul 05 | Due Soon
INV-0938 | Summit Strategies | $6,400 | Jul 07 | Due Soon
INV-0939 | BaySide Logistics | $19,700 | Jul 09 | Due Soon
INV-0940 | Coastal Trading Co | $12,300 | Jul 11 | Future
INV-0941 | Delta Distribution | $28,400 | Jul 14 | Future
INV-0942 | Sigma Supplies Co | $7,500 | Jul 16 | Future
INV-0943 | Omega Group Ltd. | $35,200 | Jul 18 | Future
INV-0944 | Alpha Enterprises | $10,800 | Jul 19 | Future

Total Renewals: $93,500At Risk: $32,000