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5 min readBasicManagerAdmin

Management dashboard — the sales picture

Revenue, leads, closes and what needs attention — compared with the previous period, filterable by rep.
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Steps

  1. 01

    Open it

    Management dashboard

    Management dashboard in the menu (managers, team leads, viewers).

  2. 02

    Pick a rep and period

    In the dark panel:

    • All agents → one rep or Unassigned.
    • Period: Today · Yesterday · This week · Last 7 days · This month · Last 30 days (default) · This year · or a custom range.

    Every number updates instantly.

  3. 03

    The big numbers

    • Revenue — deal total, count and average. Click to list deals.
    • Leads entered · Leads closed · Conversion rate · Average close time.

    Each shows change vs the previous period of the same length. Insight chips below are clickable.

  4. 04

    "In focus now"

    Stuck deals (7+ days) · Unanswered leads (24+ h) · Stale proposals (14+ days) · Open proposals.
    Click for a work list. See "In focus now": handling alerts.

  5. 05

    Trend, team and sources

    • Momentum — leads / closes / revenue over time vs previous.
    • Sales funnel — where leads stall (Weakest step).
    • Agent performance — podium and table. Click a rep to filter the whole dashboard; click again to clear.
    • Conversion by campaign and Leads by status — click to see the leads.

Questions

Why does "Leads entered" differ from what I expected?

It counts by original registration date. Imported leads may count in another period — you'll see "N added in period".

A rep can't see this dashboard.

Right — reps land on Leads and have Sales Booster.