Skip to main content
4 min readIntermediateManagerAdminAgent

Sales Booster — performance and campaigns

How you (or the team) are doing — pipeline, response time, win rate — and which campaigns pay off.

Steps

  1. 01

    Performance

    Performance tab, pick a period. KPIs: Open pipeline (with AI forecast) · New leads · Outbound touches · % contacted · Response time · Win rate · Revenue · Average deal.
    Charts: Sales funnel · Daily trend · When leads arrive (heatmap of coverage gaps).

    Tip: In Team view there's a sortable Team table. Green dot = online now.
  2. 02

    Campaigns (managers)

    Campaigns: the Campaign map splits into Stars · Gems · Volume without closes · Check.
    Campaign comparison — cost per lead, per deal and return (with ad-data access).

  3. 03

    "What to do"

    Auto-generated insight cards with a button straight to the right place.