Your Dashboard

LeadTray Dashboard Documentation

KPI SECTION

Description

This section of the dashboard is designed to highlight the day-to-day effectiveness of user access to the platform. Effectiveness is measured according to the following formula:
Effectiveness = Closed leads with appointment / (Closed leads with appointment + Closed leads without appointment + Overdue leads)

Aim

Provide the user with a quick overview of their daily performance against assigned opportunities.

PERFORMANCE SECTION

Description

This section details user performance by status: closed with appointment, closed without appointment, and SLA expired. It presents a side-by-side comparison, showing user data in the left column and the team average (within the same visibility group) in the right column.

Aim

Facilitate understanding of performance KPIs and promote healthy competition within the team.

SUMMARY SECTION

New potential customers

• Displays an indicator of new leads that have not been assigned (in created status).
• The indicator links to the lead list view with the corresponding filter.

My potential clients

• Presents indicators based on the current status of the lead assigned to the user.
• The indicator will be linked to the lead list view filtered by the corresponding status.

SECTION LEADS THAT EXPIRE IN THE NEXT 7 DAYS

Description

A list of leads with an expiration date within the next seven days to display those leads that are expiring soon among all available leads for the same visibility group to which the user belongs. Only includes leads in new, assigned and contacted status. Additionally, if the number of leads close to expiration exceeds the number displayed on the screen by default, a “See more” button will be activated to allow viewing more leads that require priority management.

Aim

Prioritize attention to leads that require immediate action to maximize conversion opportunities.

REACTIVATED LEADS SECTION

Description

A list of up to 9 leads that have been reactivated today (changed from snoozed to contacted), displayed independently of the assigned agent, always within the user's visibility group.

Aim

Quickly identify recent opportunities to reconnect and move the conversion process forward.