Dashboard Overview

The Team Dashboard is designed for company owners and managers to get a big-picture view of your sales lead activity at-a-glance. You can compare new opportunities, your booked appointments, how many offers you've sent and much more by week, month or even by the year.

View your Team Dashboard

1. Select the Team you'd like to view
2. Click Dashboard
3. Select whether you'd like to compare the week, month, year, or custom date range
4. Click the info ℹ️ icon to see the opportunities being tracked

The selection is based on the current week, month, or year and the previous one as follows:

• Compare Week - Compares each day of the current week vs the previous week. If you're looking at the dashboard on a Wednesday you'll see data through Wednesday of the current week and Wednesday of the prior week. 
•  Compare Month - Compares each week for the current month vs the previous month. If you're looking at the dashboard during the third week in the month you'll see data from the previous month through the same time period. 
• Compare Year - Compares this year vs last year. This view will return data for the entire year, current and previous.
• Custom Date Range- Shows the data within the selected timeframe.

Uncontacted vs Contacted of Active Sellers

This is the communication status of your active sellers. New sellers come into the system 'uncontacted' by default and they move to 'contacted' when you update an Action and select the outcome "I got a hold of the seller" or if you schedule an appointment, or make an offer.

Leads vs Opportunities

Leads are the people who opted into your marketing and you have not made contact yet. In the Opportunities menu, anything that is in the Qualification Pipeline is a lead with the status being 'new lead' or 'call attempt #'.

Opportunities are the ones in the Pursue pipeline. This is when you have contacted the lead and you determine that there is an opportunity for a good deal, so you take the necessary next steps to push it forward either by setting up a follow-up, scheduling an appointment, or making an offer.

Click here to learn how a Lead becomes an Opportunity

Conversion

Conversion displays the breakdown of your overall team performance. It gives you the figures of how many Leads turned to Opportunities, then to Contracts, and finally to Deals. It also breaks down the conversion per employee and the average days to move to Opportunity, Contract, and, Deal from Date Created.

Other KPIs will return data on the following:

• Completed Actions = number of actions you completed on any Opportunity
• Total Touches = number of touches in any Opportunities
• Opportunities Touched = number of unique Opportunities touched
• Average Actions Completed per Day
• Average Touches Made per Day
• Average Opportunities Touched per Day
• Sequence Started
• Appointments Booked
• Offers Sent
• Contracts 
• Canceled Deals
• Closed Deals