Your Dashboard
When you log in, the Dashboard gives you an at-a-glance view of your whole business — leads, deals, conversion and pipeline value.
The KPI overview
The top row shows Total Leads (today, this week, this month, all-time), plus Active Deals, Conversion Rate and Pipeline Value. Use the Date, Branch and Agent filters at the top to focus every number on exactly what you want to see.
Charts & breakdowns
Below the KPIs you get visual breakdowns: Leads Added over time, Leads by Status (pipeline distribution), Lead Sources, and Deals by Status. They all respond to the same filters, so you can slice the whole picture by date, branch or agent.
