Metrics
Daily summary, funnel, ranking and expenses.
| Screen | What it shows |
|---|---|
| Home | Today's numbers and the queue of what needs action: leads without a triager, to call, overdue follow-ups and calls without an outcome. |
| Daily summary | Leads, calls, bookings, sales and cash against yesterday and the same day last week. |
| Sales | Every sale, with revenue, average ticket, conversion and trend. |
| Attribution | The credit for each closer, triager and source. |
| Leaderboards | Each role's ranking from the EODs. |
| Funnel | From lead to sale, by source. |
| Expenses | What the team pays upfront and what's left to settle. Admins only. |