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Activity Dashboard

Track your CRM engagement and performance metrics.

Total Calls235
+12%vs last period
Total Leads89
+8%vs last period
Appointments53
+5%vs last period
Emails Sent306
3%vs last period
SMS Sent201
+15%vs last period
Pipeline Value$1.2M
+10%vs last period

Calls Over Time

Daily outbound and inbound calls

Leads Over Time

New leads generated daily

Pipeline Funnel

Lead progression through pipeline stages

New Leads48
100%
Contacted36
75%
Pre-Approved22
46%
Under Contract14
29%
Closed8
Conversion Rate
17%

Health Score Breakdown

Detailed factors contributing to your score

68Needs Attention
Health Score
Profile Completeness
72(20%)
Call Activity
85(25%)
Lead Follow-up Speed
60(20%)
Content Generated
45(15%)
Email/SMS Activity
78(10%)
Pipeline Activity
55(10%)