Dashboard (/)

Click the logo in the top bar (or press g then h) to open the team dashboard. After sign-in you land here. My Day remains the daily work queue.

Filters

• Everyone / teammate — admins and agents with view-all can filter by assignee. Agents limited to their own people only see themselves.
• Today · Yesterday · Last 7 / 30 / 90 days — applies to new leads, unactioned, contact attempts, and speed to action.

KPI cards

| Card | Meaning | Click | |------|---------|--------| | New leads | People created in the period | People list for that window | | N unactioned | New leads with no outbound call, email, or text from the assigned agent (action-plan / automation sends do not count) | Same list, unactioned only | | Avg. contact attempts | Manual email + call + text ÷ people contacted | Reporting | | Speed to action | Average time from person created → first manual email/call/text | Reporting | | Appts next 30 days | Future appointments in the next 30 days | Calendar | | Tasks | Open (not completed) tasks | Tasks | | Deals next 30 days | Open deals whose projected close date falls in the next 30 days | Deals |

Recent activity

The 10 most recent matching events, with name, email, phone, last activity, time, stage, and assigned agent.

Filter Activity (honest mapping — not FUB website tracking):

• Registration — person created
• Email activity — logged/sent email (not open tracking)
• Calls / Texts — logged in the CRM

Website inquiries, page views, and email opens are not tracked yet.

Admin → Overview shows the same KPI formulas (last 30 days) and links here.