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.
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.
Client SDR conversion performanceSAMPLE
Client revenue
Backend client revenue this period vs the prior year.
Revenue trend
Compare periods.
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 card per home-care agency, sorted by volume. Tap a card for its funnel and the median lag between stages.