Open Opportunities
—
Pipeline load right now
Open Value
$—
Total open pipeline value
Findings
—
High severity / total
Actions
—
High priority / total
Revenue (Stripe)
—
Paid deals (latest import)
Appointments (RSA)
—
Booked/scheduled/upcoming
Revenue Today
—
Deals + revenue
Revenue WTD
—
Deals + revenue
Revenue MTD
—
Deals + revenue
Attribution Coverage
—
Contact + closer + setter coverage
Insights
| Severity |
Insight |
Evidence |
Recommendation |
Revenue (Stripe Customers)
Raw customer totals from latest Stripe import.
Action Queue
Track decisions (Done / Later / Dismiss). “Do now” shows only when the bot can execute via API.
| Priority |
Action |
Target |
Due |
Status |
Controls |
Agent KPIs
| Agent |
Outbound |
Connected |
Connect |
Talk min |
Hygiene Findings (Top 50)
| Sev |
Issue |
Detail |
Record |
Fix |
Calls (Newest 60)
Uses the latest audio transcript export for YES/NO + snippet if available.
| Started |
Agent |
Contact |
Dur |
Dir |
Outcome |
Recording |
Transcript |
Snippet |
Revenue Trend (Last 45 days)
Closer Leaderboard
Click a closer row for drilldown.
| Closer |
Deals |
Revenue |
Avg deal |
Share |
Setter Leaderboard
Attributed by last outbound connected call before payment.
| Setter |
Deals |
Revenue |
Avg deal |
Share |
Agent Detail
Select a closer or setter from the leaderboard.
| When |
Deal |
Contact |
Setter |
Closer |
Attribution QA (Recent 120 payments)
| When |
Amount |
Email |
Contact |
Setter |
Closer |
Gap (min) |