Dashboard

Welcome back! Here's an overview of your sales performance.

Total Leads
247
12%
vs previous month
Booked Calls
32
8%
vs previous month
Revenue This Month
$48,294
24%
vs previous month
Failed Payments
7
3
vs previous month
Sales Pipeline
Track your leads through the sales process

New

2

Contacted

2

Booked

1

Closed

1

Won

1

Lost

1
Recent Activity
Latest updates from your team
SJ
Sarah Johnson
Call Booked

Booked a closing call for tomorrow at 2:00 PM

10 minutes ago
TW
Tom Wilson
Payment Failed

Payment of $1,997 failed due to expired card

1 hour ago
MB
Michael Brown
Status Change

Moved from Contacted to Booked

3 hours ago
ED
Emily Davis
Call Completed

Completed Q&A call (32 minutes)

Yesterday
DW
David Wilson
Payment Success

Made payment of $997 for monthly plan

Yesterday
Lead Sources
Distribution by platform
Revenue by Setter/Closer
Top performers this month
Calls by Type
Calendly booking distribution
Monthly Revenue Trend
Revenue performance over time
Team Leaderboard
Top performers this month
1
AJ
Alex Johnson
42 leads • 28% booking rate
$24,500
2
SM
Sarah Miller
38 leads • 32% booking rate
$22,800
3
MB
Michael Brown
35 leads • 25% booking rate
$19,200
4
ED
Emily Davis
31 leads • 29% booking rate
$18,400