Team scoreboard
Where the month stands.
Capacity, cash, and outbound for the window you pick. Every tile is graded against the team goal so the problem is visible before anyone reads a number.
Revenue pace
Cumulative cash vs monthly goalSeptember goal
Day 27 of 30Closer leaderboard
Click a column to sortWhere the numbers come from
Funnel and activity
Find the leak.
Two funnels, one screen. Outbound effort on the left, sales calls on the right. The step that loses the most against its benchmark is flagged.
Outbound
Month to dateSales calls
Month to dateDaily dials by rep
Last 10 working daysRep activity
Daily averages, month to dateCall detail
Every call, one row.
Bookings come in from the calendar. Outcomes come from the post-call form. A call with no form lands in Needs review until someone fills it.
Compliance
No form, no data.
The dashboard is only as honest as the reports behind it. This tab shows who is logging their calls and which calls are still missing an outcome after 48 hours.
Per closer
All timeOverdue forms
More than 48 hoursPipeline
Money that has not landed yet.
Open deals after the call. Anything with no touch in 7 days is outlined red and listed under Deals at risk.
Deals at risk
No activity in 7+ daysCoaching
Scores that tell a manager what to coach.
Every recorded call is scored on six skills. Objections are tagged by type so patterns show up by rep, not by memory.
Skill radar
Objection heatmap
Times raised, last 30 daysWinning call vault
Calls the team should studyCommissions
Paid off the same numbers.
Commissions are computed from collected cash, not self-reported deals. Refunds claw back automatically and show up in the payout history.