Open the dashboard
The pulse sits at the top.
What needs you now, in one line.
When you open your dashboard, “Today’s pulse” shows chats waiting for you, today’s missed calls, bookings awaiting confirmation and your due tasks—each a link straight to the work.
SEE IT IN ACTION
Today’s pulse
What needs your attention right now, in one line when you open the dashboard.
- KPIs with period comparison
- Channel and source reports
- Performance per teammate
HOW IT WORKS
Three steps, and it’s running.
Tap an item
It opens the filtered list.
Get it done
And it drops off the pulse.
WHY IT MATTERS
What you gain.
Clear priorities
Start your day with what matters.
Nothing slips
Late items surface early.
Personal to each member
Shows what’s yours and what you can see.
Performance overview
New leads, won revenue, conversations, calls and bookings over time.
Sources and stages
Where customers come from, and where they stall in the buying journey.
Conversation reports
First response time, resolution rate and satisfaction per channel.
Team performance
Conversations, calls and deals per teammate.
Page analytics
Visits and conversions for every landing page and QR code.
