Dashboard

Operations overview — last 14 days

MR
You are recovering revenue
$2,770
recovered this week
From 7 recovered missed calls that would've gone to a competitor.
92%
follow-up rate
4m
avg response
Leads today
3
18%
vs yesterday
Missed calls (today)
4
22%
vs yesterday
Appointments booked
3
confirmed for this week
Estimates pending
5
$8,701 weighted pipeline

Revenue recovered

Last 14 days

+32% vs prior period

Revenue at risk

If not followed up on

$670
Estimates needing follow-up3
Leads with no first contact1
Stale leads (3+ days)2
Hit "Send follow-ups now" on the Leads page to clear the queue.

Leads vs missed calls

How recovery is trending

Recent missed calls

Auto-responded by SMS

Sarah Williams
(214) 555-0151 · 2h ago
Recovered
Jennifer Walsh
(214) 555-0142 · 3h ago
Recovered
Unknown
(214) 555-0188 · 6h ago
Awaiting
Unknown
(817) 555-0211 · 9h ago
Awaiting
Kevin Park
(214) 555-0135 · 22h ago
Recovered

Recent leads

Latest activity across all sources

View all →
CustomerServiceStatusValueSourceAge
Sarah Williams
(214) 555-0151
AC repairContacted$425missed call2h ago
Jennifer Walsh
(214) 555-0142
AC not cooling — urgentScheduled$480missed call3h ago
Thomas Reilly
(972) 555-0109
Coil cleaningNew$290referral5h ago
Kevin Park
(214) 555-0135
Emergency AC — no cooling, 95° insideWon$720missed call22h ago
David Chen
(972) 555-0117
Furnace tune-upEstimate Sent$320missed call1d ago
Maria Gonzalez
(817) 555-0193
New AC install quoteEstimate Sent$7,200web form2d ago