India Audit Lens
Use the CRM dashboard and pipeline
CRM is available to eligible senior-and-above firm roles. It is a firm-wide prospect register: users with CRM access can see shared lead information, so record only authorised business-development data and avoid…
By India Audit Lens product team · Updated 2026-07-17
Read the dashboard
Open CRM → Dashboard. Review Active Pipeline, Pipeline Value, Won This Month and Follow-ups Due. Inspect the stage funnel and 90-day conversion/monthly won-lost metrics. Work overdue follow-ups first, then upcoming items. Review Recent Activity and click View All for the full log. Use Refresh after creating/updating a lead if the independent dashboard panels have not updated.
Pipeline value is the sum of entered expected annual fees, not contracted revenue. Leads without a fee contribute zero.
Work the visual pipeline
Open CRM → Pipeline. Read each live-stage count and expected-fee total: New, Contacted, Qualified, Proposal Sent and Negotiation. Click the forward/back control on a card to move one adjacent stage; cards are not draggable. Click the card body to open lead detail. Use All Leads/detail to mark Won, Lost or Dormant, which removes it from the live board. Review the updated stage counts/value after every change.
CRM dashboard with pipeline KPIs, stage funnel, key metrics, follow-ups, and recent activity.
CRM orientation. Prospect identities, people, owners, amounts, dates, counts, activity details, and account controls are masked.
Expected result
Current prospects sit in the correct stages, fee values are understood as estimates, overdue follow-ups are visible and every stage change is reflected across the shared CRM.