Steps
- 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. - 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). - 03
"What to do"
Auto-generated insight cards with a button straight to the right place.