SAMPLE DATA
fresh
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.
Funnel
Cumulative by event date, not current stage.
Trend
Leads, worked and booked, with median speed to lead on the right axis.
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 home-care agency, plus the roll-up. Expand a row for its funnel and the median lag between stages.