Overview
The Dashboard is the selected client's performance command center. Use it to see booked and upcoming meetings, live opportunities, outreach efficiency, weekly trends, pipeline analysis, and event analytics in one place.
How to use this page
Select a client and reporting period
Choose a client in the Client Switcher. Use 12 weeks, 7 days, 30 days, or 90 days to update range-aware outreach metrics and trend charts. Open Custom to choose inclusive From and To dates, then select Apply range. The contact pipeline remains live.
Review meetings and live opportunities
Start with Meetings booked, then scan Meetings held, Upcoming, Warm leads, and Info requests. Each card opens its related working list. Warm leads are interested contacts that are not yet booked, and Info requests are contacts that asked for more information.
Check outreach efficiency and trends
Use the Calls made, Meetings from calls, Emails sent, and Human open rate cards to open the relevant call or email history. The weekly activity chart compares calls, emails, and meetings in the selected period. Hover a chart point for its weekly detail.
Track meeting pace
The Meeting goal chart compares weekly bookings with held meetings and shows the current goal when one is set. If no goal exists, use Set a meeting goal to open the goals page.
Work meetings, campaigns, and pipeline
Use Recent and Upcoming in the Meeting desk to switch the table, then select a row to open its contact. When active campaigns exist, select a campaign row to open it. Pipeline analysis shows current contact stages and meeting mix by status and source.
Explore event analytics when needed
Open Explore event analytics at the bottom of the dashboard to review the 30-day activity volume, type breakdown, and filters.
What the buttons do
- 12 weeks, 7 days, 30 days, and 90 days
- Applies a reporting period to range-aware outreach metrics and trend charts.
- Custom
- Opens inclusive From and To date fields for a custom reporting window.
- Apply range / Reset
- Applies a valid custom date window or returns to the default 12-week view.
- Meetings booked, Meetings held, Upcoming, Warm leads, and Info requests
- Opens the related meeting, potential-meeting, or follow-up workspace.
- Calls made, Meetings from calls, Emails sent, and Human open rate
- Opens call history or email history for the selected client.
- Recent / Upcoming
- Switches the Meeting desk between recent bookings and future scheduled meetings.
- Set a meeting goal
- Opens meeting goals when the selected client does not yet have one.
- Explore event analytics
- Expands the 30-day activity volume, type breakdown, and filters.