Key Metrics
Snapshot of performance for the selected date window. Each tile includes a short explanation.
Due Today (FUs)
0
Latest scheduled follow-ups landing on today (local time).
Based on next_follow_up_date = today
Due Tomorrow (FUs)
0
Latest scheduled follow-ups landing on tomorrow.
next_follow_up_date = tomorrow
Total Assigned (all-time)
0
All leads ever assigned to this agent.
New Leads (window)
0
Leads created in this window and owned by this agent.
Leads Touched
0
Distinct leads where this agent logged at least one follow-up.
FU by this agent
Follow-ups Scheduled
0
Leads whose latest scheduled follow-up falls inside this window.
Latest FU within window
Overdue Follow-ups
0
Leads with a latest follow-up date in the past and not completed.
Not Interested
0
Leads marked with a “Not Interested” status type during the window.
Signed (credited)
1
Signed clients credited to this agent (moved into signed-pool owners).
FU Adherence
—
Share of follow-ups completed on or before the scheduled time.
Median Lead Age
—
Median days open for current leads (excludes signed & not interested).
Empty-Note Follow-ups
0
Latest follow-up per lead (by this agent in window) with an empty remark.
FU with empty
remarkBreakdowns
Understand composition: statuses, sources, aging of active leads, and follow-up rhythm.
Status (snapshot)
Current distribution of this agent’s leads by status type.
| Status | Count |
|---|---|
| No data | |
Sources (new in window)
Where the newly created leads in this window originated.
| Source | Count |
|---|---|
| No data | |
Aging Buckets (snapshot)
How long open leads have been active as of now.
0–2d: 0
3–7d: 0
8–14d: 0
15–30d: 0
>30d: 0
FU Cadence (avg days)
—
Average days between follow-ups logged by this agent in the window.
Between FUs created by this agent (window)
Action Queues
Prioritized work lists for the agent. Use the CSV export to work offline.
Overdue Follow-ups
Leads with follow-ups that are past due and not completed.
| ID | Company | Client | Mobile | Next FU | Status | Remark | Link |
|---|---|---|---|---|---|---|---|
| No overdue follow-ups 🎉 | |||||||
Due Today
Leads scheduled for a follow-up today (local time).
| ID | Company | Client | Mobile | Next FU | Status | Remark | Link |
|---|---|---|---|---|---|---|---|
| Nothing due today. | |||||||
New & Untouched (window)
Newly created leads in this window that have no follow-ups yet.
| ID | Company | Client | Mobile | Created | Link |
|---|---|---|---|---|---|
| No untouched leads in this window. | |||||
Recently Signed (credited, window)
Leads that signed during this window and were credited to this agent.
| ID | Company | Client | Mobile | Signed At | Link |
|---|---|---|---|---|---|
| 132370 | Mister Drain sewage and draining services, Black Hawks | Hasan | 50 768 8467-56 326 4877-50 255 4588 mhmd | 2025-12-05 08:31:37 | Open |
Productivity Timeline (Daily)
Daily trendlines for new leads, follow-ups logged by this agent, and signed deals credited.
New Leads
Number of newly created leads per day in the window.
Follow-ups Logged
Follow-ups this agent created per day in the window.
Signed (credited)
Signed leads credited to this agent per day.
Window
Reporting range and the number of calendar days covered.
2025-12-01 → 2025-12-31
Days: 31
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