SAMPLE DATA
fresh
Alerts & data quality
Period
Client
What to do next
Ranked by leads at risk, written as instructions to the floor lead.
Priority queue
Depth per lane. P1 is engaged in the last 24 hours.
Dialer activity
Daily dials, attempts (distinct leads dialed) and connects.
Dial efficiency
Median SID: Minutes to First Dial per client, straight from the CRM field. The longer a lead waits, the worse: green under 5 min, red over 30.
Conversion
How the dialer itself is performing this window.
Funnel
Cumulative by event date, not current stage.
Trend
Leads, worked and booked, with median speed to lead on the right axis.
Who can sign in
Named accounts on this board. Adding or removing one is a change to
config/access.json and a redeploy.Data health
Where the board's numbers came from and how fresh they are.
Security
What this sign-in does and does not protect.
Connect rate by number
Every number we dial from, worst first. A number that keeps dialing but stops connecting is the signature of carrier filtering.
Dials by state
Where our numbers are registered, by volume. Area code is where the number was issued, not where the lead lives.
Where we are dialing from
Every state we hold numbers in, shaded by dial volume. Each state is one tile, so a small state counts as loudly as a large one. Hover a state for its numbers and connect rate.
Number health
One row per dialing number. Tap a row for which clients it is being used on and how it connects for each. Rates are withheld until a number has enough dials to judge.
Client SDR conversion performanceSAMPLE
This window's share of the $0 monthly book, divided by this window's real dialer activity. The $/Dial on the Clients tab is a different cut: annual value over each client's lifetime dials.
Revenue by client
Monthly recurring revenue from closed deals. Top 12 of 0 paying clients.
Revenue per dial
Annual value returned per dial, for the clients we dial most. Higher is better: green at $600+, red under $200.
Setters
Sortable on every column. Attempts and dials are separate on purpose: the ratio is the attempt definition working. Default sort: book rate.
Coverage
Day-one coverage and form compliance per setter, against target. These two predict the rest of the table.
Clients
One row per client, sorted by MRR. Leads, dials and dollar figures are lifetime totals; Status is book rate for the selected period against the 15% target. Tap a row for its funnel, stage lags and SDR economics.