Read your dashboard like a manager
What every number on the dashboard means, and which ones matter on a Monday morning.
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What every number on the dashboard means, and which ones matter on a Monday morning.
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āĻāĻžāĻāĻĄ: āĻāĻĒāύāĻžāϰ āĻĒāĻžāĻāĻĒāϞāĻžāĻāύ, āĻāϞā§āϰ āĻĢāϞāĻžāĻĢāϞ āĻ āĻĢāĻŋāϞā§āĻĄ āϏā§āĻ āĻāĻĒ āĻāϰā§āύOne tap after a call books the callback and moves the lead. Plus post-call feedback questions.
āĻāĻžāĻāĻĄ: āĻāĻĒāύāĻžāϰ āĻĒāĻžāĻāĻĒāϞāĻžāĻāύ, āĻāϞā§āϰ āĻĢāϞāĻžāĻĢāϞ āĻ āĻĢāĻŋāϞā§āĻĄ āϏā§āĻ āĻāĻĒ āĻāϰā§āύThe ten field types, hints that stop guessing, scripts on the calling screen and templates with variables.
āĻāĻžāĻāĻĄ: āĻāϞ āϏā§āĻā§āϰāĻŋāĻĒā§āĻ āĻāĻŦāĻ WhatsApp / SMS / āĻāĻŽā§āϞ āĻā§āĻŽāĻĒā§āϞā§āĻAll five roles, which ones cost a seat, creating an account for an agent with no email, and teams.
āĻāĻžāĻāĻĄ: āĻāĻĒāύāĻžāϰ āĻāĻŋāĻŽāĻā§ āĻāĻŽāύā§āϤā§āϰāĻŖ āĻāĻžāύāĻžāύ āĻāĻŦāĻ āϰā§āϞ āĻŦā§āĻā§ āύāĻŋāύAutomatic column matching, turning a spare column into a custom field, and how duplicates are caught.
āĻāĻžāĻāĻĄ: āϞāĻŋāĻĄ āĻāĻŽāĻĒā§āϰā§āĻ āĻāϰā§āύ āĻ āύāĻŋāϰā§āϧāĻžāϰāĻŖ āĻāϰā§āύHand a whole list to someone else, split it evenly across a team, or restart it for a fresh round.
āĻāĻžāĻāĻĄ: āϞāĻŋāĻĄ āĻāĻŽāĻĒā§āϰā§āĻ āĻāϰā§āύ āĻ āύāĻŋāϰā§āϧāĻžāϰāĻŖ āĻāϰā§āύFilters that build a morning list, the lead page, and calls that log themselves from the phone.
āĻāĻžāĻāĻĄ: āĻāĻŋāĻ āĻĨā§āĻā§ āĻāϞ āĻļā§āϰ⧠āĻāϰā§āύCallbacks grouped by when they are due, who is working right now, and how active time is measured.
āĻāĻžāĻāĻĄ: āĻĢāϞā§-āĻāĻĒ āĻ āϰāĻŋāĻŽāĻžāĻāύā§āĻĄāĻžāϰFunnel, forecast, agent workload and import history â then plans, seats, invoices and cancelling.
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The retry ladder that turns persistence into policy, plus the calling hours and DND block.
āĻāĻžāĻāĻĄ: āĻāϞāĻŋāĻ āύā§āϤāĻŋ āĻ āϞāĻŋāĻĄā§āϰ āĻĄā§āĻāĻž āϏā§āϰāĻā§āώāĻžWhat each privacy control really stops â and the one that actually protects your lead list.
Note types that read at a glance, reminders that find you, and memos saved to your own Drive.
A hosted link and an embed snippet, both landing in an agent queue within seconds.
āĻāĻžāĻāĻĄ: āĻāĻĒāύāĻžāϰ āĻāϝāĻŧā§āĻŦāϏāĻžāĻāĻā§ āĻāĻāĻāĻŋ āϞāĻŋāĻĄ āĻĢāϰā§āĻŽ āĻŦāϏāĻžāύScoped keys with expiry and IP limits, and signed webhook deliveries you can verify.
āĻāĻžāĻāĻĄ: API āĻ āĻāϝāĻŧā§āĻŦāĻšā§āĻ āĻĻāĻŋāϝāĻŧā§ āĻāĻĒāύāĻžāϰ āύāĻŋāĻā§āϰ āϏāĻĢāĻāĻāϝāĻŧā§āϝāĻžāϰ āϝā§āĻā§āϤ āĻāϰā§āύHolidays that move follow-ups, shifts that make "late" meaningful, and what counts as a full day.
Everyone sets their own â except the billing and security alerts that stay locked on.
Filtering an agentâs own list down to a call sheet â stage, source, list and when the callback is due.
Language per person across 33 locales, time zones that stop arguments, and revoking a device.
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