Pipeline stages
Onboardings (last 6 mo)
Customers by emirate
| ID | Name | Channel | Emirate | Phone | PSM | Status |
|---|
Per-partner ledger
| ID | Partner | Customer | Type | Amount | Status | Created | Action |
|---|
| PSM | Partners | Active | Customers | Onboarded | Paid | Open tasks | Visits |
|---|
Conversion funnel
Avg days in stage
By emirate
By channel
Total pending payout:
| Partner | Type | Items | Amount (AED) |
|---|
Tier rules
Bronze: 100/onboarding · 10% conversion
Silver (10+ clients): 150/onboarding · 15%
Gold (25+ clients): 200/onboarding · 20%
| Partner | Status | Clients | Tier | Onboarding rate | Conversion % |
|---|
Send a draft (to a partner)
Draft is created & logged — send from your own mailbox (per policy).
Template preview
Email log
| ID | Partner | Template | Subject | Status | Created | Action |
|---|
Open tasks
Recent visits