Dashboard

The dashboard is the first thing you see after logging in. It greets you by name with a time-aware message and shows today's date, then surfaces the numbers that matter most. What it shows adapts to your role.

For owners & admins#

Owners see organization-wide performance at a glance:

• Total leads this month — overall inflow.
• New leads today — momentum right now.
• Deals won this month — closed business.
• Conversion rate — won divided by total leads.
• Recent leads — the latest arrivals with source and status.
• Overdue & due-today follow-ups — what needs action.

For team members (counselors)#

Counselors get the same layout focused on their work, so they can start the day knowing exactly what to do:

• My assigned leads — the size of their book.
• Follow-ups due today — their personal to-do list.
• Overdue follow-ups — anything slipping.
• Deals won this month — their own wins.
• Recently assigned leads — newly handed to them.

From snapshot to action#

The dashboard is a launchpad, not a dead end. Click a recent lead to open its profile, jump to a due follow-up in Follow-ups, or open Reports for the full breakdown behind these numbers.