| Status | Count | Percentage |
|---|---|---|
| Pending | 68 |
25.7%
|
| Hot | 34 |
12.8%
|
| Warm | 58 |
21.9%
|
| Not qualified | 47 |
17.7%
|
| No answer | 58 |
21.9%
|
| Campaign | Status | Hot | Warm | Calls |
|---|---|---|---|---|
| New Year Investment Campaign | Completed | 12 | 20 | 80 |
| Q2 2025 Mutual Fund Drive | Active | 9 | 15 | 45 |
| South India Wealth Growth 2025 | Active | 7 | 12 | 38 |
| Retirement Planning Outreach | Paused | 6 | 11 | 34 |
| Tax Saving ELSS Campaign | Draft | 0 | 0 | 0 |