Overview Tab

The Overview tab is your executive dashboard. See the health of your sales operation at a glance with key performance indicators, revenue trends, and pipeline metrics.

Dashboard Layout

KPI Cards

Bookings

Definition: Total number of meetings scheduled in the period.

What to watch:

• Sudden drops (lead gen issue?)
• Spikes (campaign working?)
• Week-over-week consistency

Show Rate

Definition: Percentage of scheduled calls that were attended.

Calculation:

Show Rate = Attended Calls / Scheduled Calls × 100

Benchmarks:

What to watch:

• Low rate → qualify harder, send reminders
• Declining rate → check lead quality
• Rep variation → coaching opportunity

Close Rate

Definition: Percentage of attended calls that result in won deals.

Calculation:

Close Rate = Won Deals / Attended Calls × 100

Benchmarks (vary by industry):

What to watch:

• Declining rate → review call quality
• Rep variation → coaching opportunity
• Product/market fit signals

Revenue

Definition: Total cash collected in the period.

What to watch:

• Target progress
• Deal size trends
• Revenue velocity

Revenue Trend Chart

Chart Type

Area chart showing revenue over time.

Time Granularity

Automatically adjusts:

Reading the Chart

• Area fill: Cumulative revenue
• Line: Revenue trajectory
• Comparison: Previous period overlay (optional)

Bookings by Status

Pie/Donut Chart

Shows distribution of bookings:

Interpretation

• Healthy: Most in Attended/Won
• Warning: High Cancelled/No-show
• Opportunity: Many Attended without outcome

Pipeline Summary

Current Pipeline

Shows leads by stage:

Stage          Count    Value
─────────────────────────────
Interested       12    $0
Qualified         8    $0
Scheduled        45    $180,000
Attended         15    $75,000
─────────────────────────────
Total Active     80    $255,000

Weighted Pipeline

For forecasting (if deal values set):

Weighted Value = Sum(Deal Value × Stage Probability)

Example stage probabilities:

Additional Metrics

Bookings Over Time

Line chart showing:

• Booking volume trends
• Day-of-week patterns
• Seasonality

Conversion Funnel

Bookings:     127  (100%)
      ↓
Attended:     104  (82%)
      ↓
Outcome Set:   68  (65%)
      ↓
Won:          23   (34%)

Average Deal Size

Avg Deal Size = Total Revenue / Won Deals

Track over time to identify:

• Deal size trends
• Product mix shifts
• Pricing effectiveness

Filtering

Date Range Impact

Team Filter

• All: Organization overview
• Individual: Rep-specific view
• Useful for managers reviewing team

Comparison Mode

Enable to see:

• Current vs. previous period
• Year-over-year comparison
• Goal tracking

Insights & Actions

When Bookings Drop

1. Check lead sources (Attribution tab)
2. Review booking link performance
3. Analyze competitor activity
4. Verify marketing campaigns

When Show Rate Falls

1. Review lead quality
2. Check reminder effectiveness
3. Analyze time-to-meeting
4. Consider qualification changes

When Close Rate Drops

1. Review call recordings (Calls)
2. Check Apex scores (Performance tab)
3. Analyze objection patterns (Objections tab)
4. Compare to historical baseline

When Revenue is Off

1. Check deal count vs. deal size
2. Review close rate
3. Analyze pipeline coverage
4. Identify stuck deals

Best Practices

Daily Check

• Review today's bookings
• Check any no-shows
• Note revenue progress

Weekly Review

• Compare to previous week
• Identify trends
• Plan for upcoming week

Monthly Analysis

• Full funnel analysis
• Team comparison
• Goal progress
• Strategy adjustments

Exporting

Available Exports

• KPI Summary: PDF with key metrics
• Raw Data: CSV of underlying data
• Charts: PNG images

Scheduling Reports

Set up recurring reports:

1. Click Schedule
2. Choose frequency
3. Select recipients
4. Customize content

Next Steps

• Performance Tab - Dive into team metrics
• AI Insights Tab - Call quality trends
• Attribution Tab - Lead source analysis