Marketing & Leads Weekly Update

All-in-One POS · payment & POS lead generation — campaign period 01/01/2026 to date

Shared live dashboard · everyone with this link can edit
Last edited by Joyi · 05 Oct, 09:22 Failed to fetch
Sales Leads: your report, 05 Oct, 09:22 am (560 warm, 39 won)  ·  Ads Lead: your report, 05 Oct, 09:22 am (984 cold)

Overview

Headline numbers across all campaigns. Everything recalculates as you edit the other tabs.

Last updated: 05 Oct 2026, 09:22 amChanges since last report: Warm leads +81 (479→560) · Cold leads +192 (792→984) · Won +2 (37→39) · Revenue +RM 7,110

Lead source split — Meta vs Google

Warm + cold leads by channel, across the year.

Monthly leads — Meta vs Google
MetaGoogle

Marketing Budget & Management Fee

Enter monthly fees in the blue cells. Totals and the dashboard update automatically.

Last updated: 05 Oct 2026

Ongoing Ads — Performance Analysis

Each card counts leads live from the data. Click a card's image area to add the ad creative. Pick the Match name (the exact ad label in your sheets) to control what gets counted; enter Amount Spend in the pink box. Conversion Cost Per Qualify Lead = spend ÷ assigned leads.

Last updated: 05 Oct 2026, 09:22 amChanges since last report: Total ad results +226 (786→1,012)
Total across all campaigns is shown on the Overview tab.
▸ Paused ads 7— hidden from the Overview totals

FB & Ins Lead Progress

Weekly progress for Facebook & Instagram leads (FB-WA + IG-WA). Total Leads = warm leads (Sales Leads, Lead Source col C) + cold leads (Ads Lead report, Lead Source col C) each week. The conversion columns track the warm leads by status (col E), split into DS (Kah Ho, Bryan, CF) and CS. Enter the weekly Meta ad Cost (blue) for cost per qualified lead.

Last updated: 05 Oct 2026, 09:22 amChanges since last report: Total leads +204 (728→932) · Conversions +49 (263→312)

Google Lead Progress

Weekly progress for Google leads (GAds-Form + GAds-WA). Total Leads = warm leads (Sales Leads, Lead Source col C) + cold leads (Ads Lead report, Lead Source col C) each week. The conversion columns track the warm leads by status (col E), split into DS (Kah Ho, Bryan, CF) and CS. Enter the weekly Google ad Cost (blue) for cost per qualified lead.

Last updated: 05 Oct 2026, 09:22 amChanges since last report: Total leads +19 (148→167) · Conversions +3 (77→80)

Won Cases

Closed-won deals, read live from the warm-lead sheet (status “04 – Won”). Add a product label and image per case — these save with your inputs and travel in Export.

Last updated: 05 Oct 2026, 09:22 amChanges since last report: Won cases +2 (37→39) · Revenue +RM 7,110
Won deals by month

Lost Cases

Track why deals were lost. Fill in the fields and pick one or more states — the charts below update automatically. Rows save with your inputs and travel in Export.

Last updated: 03 Oct 2026

Competitor List

No.Competitor Brand NameLead / Client StateNo. of Cases
1
Selangor (1)
1
2
Selangor (1)
1
3
Selangor (2), N/A (1)
3
4
Kuala Lumpur (1), Selangor (1), Malacca (1), N/A (3)
6
5
Selangor (3)
3
6
Selangor (2), Kedah (1), N/A (2)
5
7
N/A (1)
1
8
Selangor (1)
1
9
Johor (1), N/A (1)
2
10
N/A (1)
1
11
Kuala Lumpur (1)
1
12
N/A (1)
1
13
N/A (1)
1
14
N/A (1)
1
15
Terengganu (1)
1
16
Kuala Lumpur (4), Selangor (8), Johor (5), Kedah (3), Malacca (1), Negeri Sembilan (2), Penang (1), Perak (3), Sabah (1), Sarawak (1), Terengganu (1), N/A (26)
56
17
Terengganu (1)
1
18
Johor (1), N/A (2)
3
19
Perak (1)
1
20
Selangor (2), N/A (3)
5
21
Selangor (2), Malacca (1), N/A (1)
4
22
N/A (2)
2
23
Kuala Lumpur (1)
1
24
N/A (1)
1
25
Malacca (1)
1
Losses by competitor
Others (Unknown): 56 (54%)Autocount POS: 6 (6%)EPOS: 5 (5%)SQL Accounting / POS: 5 (5%)Storehub POS: 4 (4%)Astana POS: 3 (3%)Dino POS: 3 (3%)Qashier POS: 3 (3%)iMin POS: 2 (2%)Use AI Do POS: 2 (2%)3FS POS: 1 (1%)Airwallex POS: 1 (1%)FeedMe POS: 1 (1%)Fire POS: 1 (1%)JJ POS: 1 (1%)Keivi POS: 1 (1%)Loyverse POS: 1 (1%)MIPOS: 1 (1%)Myzstech POS: 1 (1%)Niagawan POS: 1 (1%)POSPay: 1 (1%)Sales Play POS: 1 (1%)Wavelet ERP (Stock Management): 1 (1%)Yellow POS: 1 (1%)Zeoniq POS: 1 (1%)Others (Unknown) — 54% (56)Autocount POS — 6% (6)EPOS — 5% (5)SQL Accounting / POS — 5% (5)Storehub POS — 4% (4)Astana POS — 3% (3)Dino POS — 3% (3)Qashier POS — 3% (3)iMin POS — 2% (2)Use AI Do POS — 2% (2)3FS POS — 1% (1)Airwallex POS — 1% (1)FeedMe POS — 1% (1)Fire POS — 1% (1)JJ POS — 1% (1)Keivi POS — 1% (1)Loyverse POS — 1% (1)MIPOS — 1% (1)Myzstech POS — 1% (1)Niagawan POS — 1% (1)POSPay — 1% (1)Sales Play POS — 1% (1)Wavelet ERP (Stock Management) — 1% (1)Yellow POS — 1% (1)Zeoniq POS — 1% (1)
By state — competitors
StateCompetitor brand(s)Total
SelangorOthers (Unknown) (8), Dino POS (3), Astana POS (2), EPOS (2), SQL Accounting / POS (2), Storehub POS (2), 3FS POS, Airwallex POS, Autocount POS, Fire POS23
Kuala LumpurOthers (Unknown) (4), Autocount POS, Keivi POS, Wavelet ERP (Stock Management)7
JohorOthers (Unknown) (5), iMin POS, Qashier POS7
KedahOthers (Unknown) (3), EPOS4
MalaccaAutocount POS, Others (Unknown), Storehub POS, Zeoniq POS4
PerakOthers (Unknown) (3), Sales Play POS4
TerengganuNiagawan POS, Others (Unknown), POSPay3
Negeri SembilanOthers (Unknown) (2)2
PenangOthers (Unknown)1
SabahOthers (Unknown)1
SarawakOthers (Unknown)1
N/AOthers (Unknown) (26), Autocount POS (3), SQL Accounting / POS (3), EPOS (2), Qashier POS (2), Use AI Do POS (2), Astana POS, FeedMe POS, iMin POS, JJ POS, Loyverse POS, MIPOS, Myzstech POS, Storehub POS, Yellow POS47

Recorded competitor losses: 104. Top competitor: Others (Unknown) (56). Most-affected state: N/A (47).

Lost Reason

No.ReasonLead / Client StateNo. of Cases
1
Malacca (1), Negeri Sembilan (1)
2
2
Kuala Lumpur (1), Selangor (2), Johor (1), Terengganu (1), N/A (3)
8
3
Kuala Lumpur (3), Selangor (2), Johor (1), Malacca (3), Perak (1), Sarawak (1), N/A (5)
16
4
Kuala Lumpur (3), Selangor (1), N/A (4)
8
5
Kuala Lumpur (15), Selangor (14), Putrajaya (1), Johor (1), Negeri Sembilan (4), Pahang (1), Penang (1), Perak (1), Sarawak (1), N/A (11)
50
6
N/A (1)
1
7
Kuala Lumpur (6), Selangor (6), Johor (4), Malacca (2), Penang (1), Perak (3), N/A (15)
37
8
N/A (7)
7
9
N/A (1)
1
10
N/A (1)
1
11
Perak (1)
1
Losses by reason
Pricing / Budget Issue: 50 (38%)Unable Fulfill Requirement: 37 (28%)On-Hold / Remain Use Current System: 16 (12%)Look For Hardware / Payment Gateway: 8 (6%)Our Module Link With Existing System: 8 (6%)Use At Oversea: 7 (5%)Don't Want Yearly Subscription: 2 (2%)System Complicated: 1 (1%)Want Buy 2nd Hand POS: 1 (1%)Want Installment Plan: 1 (1%)Want Rent System: 1 (1%)Pricing / Budget Issue — 38% (50)Unable Fulfill Requirement — 28% (37)On-Hold / Remain Use Current System — 12% (16)Look For Hardware / Payment Gateway — 6% (8)Our Module Link With Existing System — 6% (8)Use At Oversea — 5% (7)Don't Want Yearly Subscription — 2% (2)System Complicated — 1% (1)Want Buy 2nd Hand POS — 1% (1)Want Installment Plan — 1% (1)Want Rent System — 1% (1)
By state — reasons
StateReason(s)Total
Kuala LumpurPricing / Budget Issue (15), Unable Fulfill Requirement (6), On-Hold / Remain Use Current System (3), Our Module Link With Existing System (3), Look For Hardware / Payment Gateway28
SelangorPricing / Budget Issue (14), Unable Fulfill Requirement (6), Look For Hardware / Payment Gateway (2), On-Hold / Remain Use Current System (2), Our Module Link With Existing System25
JohorUnable Fulfill Requirement (4), Look For Hardware / Payment Gateway, On-Hold / Remain Use Current System, Pricing / Budget Issue7
MalaccaOn-Hold / Remain Use Current System (3), Unable Fulfill Requirement (2), Don't Want Yearly Subscription6
PerakUnable Fulfill Requirement (3), On-Hold / Remain Use Current System, Pricing / Budget Issue, Want Rent System6
Negeri SembilanPricing / Budget Issue (4), Don't Want Yearly Subscription5
PenangPricing / Budget Issue, Unable Fulfill Requirement2
SarawakOn-Hold / Remain Use Current System, Pricing / Budget Issue2
PutrajayaPricing / Budget Issue1
PahangPricing / Budget Issue1
TerengganuLook For Hardware / Payment Gateway1
N/AUnable Fulfill Requirement (15), Pricing / Budget Issue (11), Use At Oversea (7), On-Hold / Remain Use Current System (5), Our Module Link With Existing System (4), Look For Hardware / Payment Gateway (3), System Complicated, Want Buy 2nd Hand POS, Want Installment Plan48

Recorded lost reasons: 132. Top reason: Pricing / Budget Issue (50). Most-affected state: N/A (48).

Others Incoming — Ask For Others Info

Manually log non-pipeline "others incoming" enquiries by reason and month. Row totals, column totals and the grand total calculate as you type. Saved with your inputs and the snapshot.

Last updated: 28 Sept 2026
Year 2026 Lead · Others Incoming (Ask For Others Info)
MonthReasonTotal Leads
E-Invoice Related (DS)E-Invoice Related (CS)Ask For Support / Matters Related to (DS)Ask For Support / Product (CS)Complaint DealerWish To Refer Our Solutions IdeaCollaborationHardware SupplierRental ServicesLook for Wrong Vendor (Eg: Storehub)Look for Hardware OnlyAsk We Do Reseller
Jan29
Feb14
Mar20
Apr18
May11
Jun18
Jul20
Aug16
Sep12
Oct0
Nov0
Dec0
Total643103321232024131158

Top 3 High-Value Categories

Ranked by total leads logged for the year. Updates automatically as you edit the table above.

#1
E-Invoice Related (CS)
43 leads
27% of all others incoming
Peak: Jan (9) · Avg 5.4 per active month
#2
Ask For Support / Product (CS)
33 leads
21% of all others incoming
Peak: Jan (7) · Avg 3.7 per active month
#3
Collaboration
23 leads
15% of all others incoming
Peak: Sep (5) · Avg 2.6 per active month

Top 3 categories account for 99 of 158 others-incoming lead(s) — 63% of the total. Leading category: E-Invoice Related (CS) (43).

Monthly Summary

Marketing's monthly action log — fillable. Edit any cell; use new lines for multiple points.

Last updated: 07 Sept 2026
Year 2026 Lead · Monthly Summary
MonthAction Taken & OutcomeNext Action
January
February
March
April
May
June
July
August
September
October
November
December

Follower — Social Media

Enter each period's follower total per platform. Net follows auto-calculates against the previous period (green = up, red = down). Add a period with the button; newest shows first.

Last updated: 20 Aug 2026
FB - Smart New Retail
net follows +33
IG - Smart New Retail
net follows +8
FB - Smart POS
net follows −28
IG - Smart POS
net follows +6
FB - Smart New Retail
net follows +11
IG - Smart New Retail
net follows +2
FB - Smart POS
net follows +3
IG - Smart POS
net follows +6
FB - Smart New Retail
net follows +21
IG - Smart New Retail
net follows +7
FB - Smart POS
net follows +4
IG - Smart POS
net follows –
FB - Smart New Retail
net follows –
IG - Smart New Retail
net follows –
FB - Smart POS
net follows –
IG - Smart POS
net follows –

Creatives

Log the creatives produced each week — upload an image and/or paste a video link (YouTube, Drive, etc.) with a short note. Images are saved with the snapshot; videos are kept as links.

Last updated: 06 Jul 2026

No creatives yet — click “+ Add creative” to log what was produced this week.

Ads Lead report updated · 984 cold