Insights and alerts

Dashboard

The dashboard is the landing page after signing in.

Metric cards

Total leads, active deals, revenue and conversion rate.

Pipeline

Deals grouped by stage so you can see where value is sitting.

Priority leads

Leads ranked by open deal value and recent team activity, plus a Going cold view of valuable leads nobody has touched in 14 days.

Follow-ups

What is due next, including automatic follow-ups, and what was recently processed.

Reports

Reports are grouped into four tabs. Choose a period — this month, last month, the last 3, 6 or 12 months, this year or all time — and every number is compared with the period before it. Each tab opens with four headline figures showing the change, and every chart can be switched to a table.

Overview

Revenue won over time, win rate, open pipeline by stage, lead sources, and highlights with suggested actions.

Sales Performance

Deals opened, won and lost, the weighted forecast, revenue by lead source, team performance and the largest open and won deals.

Lead Analytics

New leads over time, the conversion funnel, source effectiveness, lead status, stage, score and owner.

AI Calling

Call volume and outcomes, the best time to call, call length and calls by team member.

Export PDF downloads the full report for the selected period: a summary page, then every tab's charts and tables. When lead visibility is restricted, members see reports on the leads assigned to them.

Admin dashboard

Administrators get an organization-wide view that ordinary members do not see.

• Totals for contacts, deals and calls.
• Deals broken down by stage and contacts by status.
• Trends over time.
• Member behaviour analytics — who created the most contacts, the most deals and made the most calls.
• Top performers and most active users.
• A live activity stream of what is happening across the organization.

Notifications and live updates

The bell in the sidebar shows unread notifications. Open it for the full list, mark items as read, or delete them.

Live updates

Open pages update themselves as data changes elsewhere. If a colleague adds a lead or moves a deal, your contacts, deals, notifications, settings and integration status refresh without a manual reload.