Dashboard
Royal Business Solutions — overview
Total staff
18
All teams
Active customers
19
Live utility accounts
Open leads
34
This month
Revenue (Jun)
£24,800
+12% vs May
Teams at a glance
TeamStaffToday
Sales6All present
Objections4All present
HR & Admin3All present
Management3All present
Operations21 absent
Today's progress
Attendance15/18
Leads contacted22/34
Tasks completed41/60
Objections resolved8/11
Recent activity
ActivityByTeamTime
New lead signed — B. Hotels BlackpoolOmar FarooqSales09:42
Objection resolved — KGF RestaurantJames DoyleObjections09:15
Payroll approved — June 2026Priya SinghHR08:55
Task assigned — Chase M. Hussain invoiceNina RobertsMgmt08:30
NameRoleDeptJoinedSalaryStatusEmail
Aisha PatelSales AgentSalesJan 2025£28,000Activeaisha@rbs.co.uk
Omar FarooqSales AgentSalesMar 2025£26,500Activeomar@rbs.co.uk
Priya SinghHR ManagerHRFeb 2024£31,000Activepriya@rbs.co.uk
James DoyleObjections LeadObjectionsJun 2024£30,000Activejames@rbs.co.uk
Sophie LaneOperationsOpsSep 2024£27,500On leavesophie@rbs.co.uk
Tariq HassanSales AgentSalesApr 2025£25,000Activetariq@rbs.co.uk
Nina RobertsManagerMgmtOct 2023£42,000Activenina@rbs.co.uk
18 employees · 16 active · 1 on leave · 1 absent
NameRoleDeptJoinedSalaryStatusEdit
Aisha PatelSales AgentSalesJan 2025£28,000Active
Omar FarooqSales AgentSalesMar 2025£26,500Active
James DoyleObjections LeadObjectionsJun 2024£30,000Active
Sophie LaneOperationsOpsSep 2024£27,500On leave
Tariq HassanSales AgentSalesApr 2025£25,000Active
Nina RobertsManagerMgmtOct 2023£42,000Active
Present today
15
of 18 staff
Absent
2
Unexcused
On leave
1
Approved
Monthly avg
94%
Attendance rate
June 2026 — attendance log
P=PresentA=AbsentL=Leave
EmployeeMon 23Tue 24Wed 25Thu 26Fri 27Mon 30Tue 1Monthly
Aisha PatelPPPAPPP86%
Omar FarooqPPPPPPP100%
James DoylePPAPPPP86%
Sophie LaneLLLLLLL
Tariq HassanPPPPAPP92%
Monthly payroll
£51,200
June 2026
Paid
14
employees
Pending approval
4
awaiting sign-off
Next pay date
28 Jun
Friday
June 2026 payroll
EmployeeDeptBaseBonusDeductionsNet payStatusAction
Aisha PatelSales£2,333+£320-£480£2,173Paid
Omar FarooqSales£2,208+£410-£460£2,158Paid
Priya SinghHR£2,583+£0-£520£2,063Pending
James DoyleObjections£2,500+£150-£510£2,140Paid
Nina RobertsMgmt£3,500+£0-£720£2,780Pending
Tariq HassanSales£2,083+£280-£430£1,933Paid
60 total · 41 done · 11 in progress · 8 overdue
Task board — all teams
TaskAssigned toTeamDuePriorityStatusAction
Chase overdue invoicesAisha PatelSales30 JunHighIn progress
Onboard KGF RestaurantOmar FarooqSales02 JulMediumDone
Process June payrollPriya SinghHR28 JunHighOverdue
Resolve Hussain objectionJames DoyleObjections01 JulHighIn progress
Update supplier contractsNina RobertsMgmt15 JulLowNot started
Staff training sessionPriya SinghHR10 JulMediumNot started
Team performance — June 2026
EmployeeDeptTasksAttendanceKPIRatingStatus
Aisha PatelSales11/1286%88%⭐⭐⭐⭐Excellent
Omar FarooqSales12/12100%94%⭐⭐⭐⭐⭐Top performer
James DoyleObjections9/1186%79%⭐⭐⭐⭐Good
Tariq HassanSales8/1292%72%⭐⭐⭐Needs focus
Sophie LaneOpsOn leave
Give feedback
My leads
12
This month
Contacted
8
67% reach rate
Converted
3
25% rate
Pipeline value
£4,200
Est. monthly
Lead pipeline
NameAddressTypeFuelStageValueAction
M. Hussain45 Mill St, PrestonDomesticElect & GasQuoted£185/mo
S. Ahmed12 Park Rd, BoltonDomesticElect & GasSigned£210/mo
Raj Cafe Ltd88 Church St, WiganCommercialElect & GasNegotiating£340/mo
T. Begum7 Oak Ave, BurnleyDomesticElect onlyNew£95/mo
B. Hotels Ltd220 Queens Rd, BlackpoolCommercialElect & GasLost£620/mo
Target (Jun)
10
contracts
Achieved
7
70% of target
My ranking
#2
of 6 agents
Bonus earned
£320
This month
Team leaderboard — June 2026
RankAgentLeadsConvertedConv. rateBonusBadge
#1Omar Farooq14964%£410Top
#2Aisha Patel (you)12758%£320You
#3Tariq Hassan11655%£280
#4Sara Malik9444%£180
#5Zain Ahmed7343%£140
#6Fatima Khan6233%£90At risk
My tasks today
5
2 due today
Leads this week
6
3 contacted
Attendance
96%
This month
Next pay day
28 Jun
£2,173 est.
My tasks
Chase M. Hussain invoiceToday
Follow up Raj Cafe leadToday
Submit weekly lead report2 Jul
Update CRM with new sign-ups3 Jul
My payslip — June
Base salary£2,333
Bonus+£320
Tax & NI-£480
Net pay£2,173
Open objections
11
All agents
Assigned to me
3
Today
Resolved today
8
73% rate
Avg resolve time
2.4h
This week
Objection queue
CustomerObjectionTypeAssigned toRaisedPriorityStatus
M. HussainBill higher than expectedBillingJames Doyle22 JunHighOpen
KGF RestaurantWants to switch supplierSupplierJames Doyle20 JunMediumOpen
Blackpool CafeStanding charge too highBillingJames Doyle15 JunLowResolved
A. KumarDidn't authorise switchDisputeSara Malik18 JunHighResolved
Queens HotelDirect debit taken twiceDisputeJames Doyle25 JunHighOpen
My tasks
5
2 due today
Completed
3
This week
Attendance
94%
This month
Next pay day
28 Jun
Friday
My tasks
Complete daily call logToday
Follow up 3 leadsToday
Submit timesheetFri 28
Training session prep10 Jul
My payslip — June
Base salary£2,083
Bonus+£280
Tax & NI-£430
Net pay£1,933
My latest feedback
⭐⭐⭐
Average — needs focus
From: Nina Roberts · 25 Jun 2026
"Good effort this month but conversion rate needs improvement. Let's catch up this week."
General
Sales
Objections
HR
Management
NR
Nina Roberts · Manager
Good morning team — reminder that June payroll approvals are due by end of day today.
OF
Omar Farooq · Sales
Got it Nina. Just signed up B. Hotels Blackpool — can someone update the system?
PS
Priya Singh · HR
I'll process payroll now. Congrats Omar, great work on the Hotels account!
JD
James Doyle · Objections
Working on the KGF Restaurant objection — should be resolved by 3pm.
TH
Tariq Hassan · Sales
Anyone have a good script for "bills too high" objections? Getting it a lot this week.
NR
Nina Roberts · Manager
Tariq — ping James in the objections channel, he has all the scripts ready.