The dashboard provides key performance indicators and recent activity. You can find the dashboard by clicking on the Follow Up Boss icon in the top menu.
New Leads & Unactioned Leads
Unactioned leads are leads without at least one outbound phone call, email, or text message attempt from the assigned agent. Click on the number to view the leads on the people page.
Note: Marketing emails/texts, action plan emails, and batch emails are not included.
Average Contact Attempts
A contact attempt is an email, call, or text message. Click on the number to view the contact attempts report.
Speed to Action
The average time to first action where an action is an email, call, or text message. Click on the duration to view the speed to action report. Admin users can filter by a team member. You can choose to view this data for:
- Today
- Yesterday
- Last 7 Days
- Last 30 Days
- Last 90 Days
Appointments and Tasks
Only future appointments and non-completed tasks are included. Click on the Appointments number to view the appointments on the calendar. Click on the Tasks number to view the non-completed tasks.
Deals
Counts deals with a projected close date within the next 30 days.
Recent Activity
The 10 most recent events are displayed and updated in real-time. You can filter the list to include or exclude the following activity:
- Registration
- Inquiries
- Website Activity
- Email Activity