✅ Key Takeaways
Designed for simplicity: Reduces the need to toggle between tools or dig through reports.
Built for agent visibility and ownership: Encourages proactive follow-up, self-improvement, and data-driven decisions.
Feature Breakdown
1. Opportunities Waiting
Purpose: Agent-friendly view of “Rules & Alerts” with a summary of leads needing attention.
Description: Agents can now identify prospects who need immediate attention to prevent them from going cold. This dashboard highlights leads that require follow-up action, helping you prioritize outreach and stay ahead of at-risk opportunities before they stall.
Lead Outreach Compliance
Categories:
🟢 Completed: Leads that were properly actioned and followed up with by agents.
🟡 At Risk: Leads nearing breach based on communication and stage expectations.
🔴 Past Due: Leads breached and are out of cadence based on communication and stage expectations.
Includes total leads in each bucket/rule + percentages to quantify workload.
Agents can see rule details, but cannot reassign or edit.
Rule Performance
Shows Agent Specific Rules from Nudges:
🟢 Most completed rules- Highlights which rule agent is doing best with.
🟡 Most at-risk- Highlights which rule has the most leads that are 'at risk'.
🔴 Most past-due- Highlights which rule has the most leads that are 'past due'.
Agents can click “See All Rules” for a filtered view (only their leads).
Sources and lead types can be filtered, but agent and team groupings are locked to user access.
💡 Best Practice: Encourage agents to review this section before their follow-ups to prioritize most urgent leads.
2. Sales Funnel
Purpose: Complete conversion analysis that tracks agent-specific funnel performance over a defined cohort window (e.g., leads assigned in January).
Description: View your full-funnel performance with cohorted data showing how leads progress from initial contact to close. This provides a comprehensive look at your true conversion rates and helps identify bottlenecks in your sales process.
Stages: Assigned → Contacted → Set → Met → Closed
Calculates:
Percentages for each stage
Average time between stages
Clicking “View All Call Grading Metrics” takes agents to the Ai Call Dashboard page (redirects to their view).
3. Financial Insights
Purpose: Agent specific view for revenue performance evaluation.
Description: Analyze your closing performance and revenue generation over the last 12 months. This view examines all completed deals regardless of original lead assignment date, giving you insight into your actual earning trends and deal value patterns.
TMS-based (Transaction Management System; Examples: FUB Deals, Sisu, etc.) metrics showing:
Closed volume
Average sales price
Pending + accepted pipeline
Breakdown by source and year
Includes trendlines:
YoY Comparison: Transaction count vs. same period prior year.
Momentum: Volume trajectory in recent months.
💡 Use this to coach agents on what sources are converting best and where they should focus outreach.
4. Goals & Pacing
Purpose: Mid-funnel performance optimization
Description: Agents can now track their progress on key activities that move prospects through the pipeline. This view focuses on contact frequency and relationship-building metrics to ensure agents are staying engaged with active leads and maintaining momentum in your sales process.
Pulls activity data from active mid-funnel leads assigned in the past 90 days.
Metrics include:
Average call length with active prospects
Contact frequency
Assigned to trash ratio (phrased as % away from the trash limit)
Ranks agents by funnel performance: Top 10%, Top 25%, Middle 50%, etc.
🎯 Setup Tip: Admins should set a Team Default goal in Preferences before onboarding agents—otherwise, the dashboard will appear blank.
5. Coaching Notes
Purpose: Performance development and alignment
Description: Document one-on-one conversations, goal-setting sessions, and strategic discussions with your manager. This space facilitates ongoing coaching relationships and tracks professional development initiatives.
Owners/team leads can:
Log 1:1 notes with types (Feedback, Goals, Action Items, Challenges)
Use pre-loaded templates (client-editable in the future)
Filter by date, type, and author
Notes appear in agent’s view and will be included in the Weekly Agent Email Digest (coming soon).
🧠 Use these notes to recap quarterly reviews, track progress on commitments, or document areas for growth.