Your dashboard gives you a quick look at how your system is performing. Think of it as your scoreboard — it shows you the numbers that matter.
Understanding Your Dashboard
When you click Dashboard in the left sidebar, you’ll see widgets (boxes) showing different metrics.
How to Read the Dashboard
Each widget shows:
- A number — The current value (like “152 Outreach Sent”)
- A trend — Whether the number is going up or down compared to last period
- A time range — What period the number covers (this week, this month, etc.)
Changing the Time Range
At the top of the dashboard, you can change the date range to see:
- Today
- This Week
- This Month
- Last 30 Days
- Custom Range — Pick any start and end date
Key Numbers to Watch
No matter which system you have (Seller or Agent), these are the numbers that tell you if things are working:
The Most Important Numbers
| Metric | What It Means | Why It Matters |
|---|
| Outreach Sent | How many leads the AI contacted | More outreach = more opportunities |
| Reply Rate | What % of leads responded | Shows if your message is resonating |
| Conversations Active | How many back-and-forth chats are happening | Shows engagement level |
| Calls Booked | How many appointments were scheduled | Direct pipeline progress |
What “Good” Numbers Look Like (General Benchmarks)
| Metric | Below Average | Average | Good | Great |
|---|
| Reply Rate | Under 3% | 3-5% | 5-10% | Over 10% |
| Call Book Rate | Under 1% | 1-2% | 2-5% | Over 5% |
Note: These are general benchmarks. Your numbers will depend on your market, lead quality, and the type of outreach you’re doing. Don’t stress if you’re starting low — it takes time to build momentum.
How to Know If Your System Is Working
Ask yourself these questions weekly:
- Are leads replying? If your reply rate is above 3%, the AI messages are landing.
- Are calls getting booked? If yes, the AI is qualifying well.
- Am I closing deals from these calls? If yes, the system is producing ROI.
If any of these are a “no,” check:
- The quality of your lead list (bad data = bad results)
- Your AI’s FAQ entries (does it have good answers?)
- The time of day messages go out (business hours work best)
Pipeline-Specific KPIs
Your pipeline dashboard shows how leads move through each stage. See the Pipeline section of your system-specific docs (Seller System or Agent System) for detailed KPI breakdowns.
Checking Your Numbers Daily
Here is a quick daily check you can do in 2 minutes:
- Open the Dashboard
- Set the time range to Today
- Check:
- How many new outreach messages went out?
- How many replies came in?
- Any new calls booked?
- Switch to Conversations and scan for hot leads
- Switch to Pipeline and see if any opportunities moved forward
That’s it. Two minutes. Do this every morning and you’ll always know where you stand.
Video: Reading Your Dashboard — A walkthrough video will be added here soon.
