Dashboard
The first screen after sign-in: new leads this week, what needs attention now (overdue or due follow-ups), leads by source, pipeline value by stage and recent activity.
Analytics
OverviewLead trend over time, leads by source, conversion rate and pipeline value by stage.
FunnelHow many leads reach each pipeline stage, so you can see where they drop off.
Agent performancePer person: leads handled, converted, and average time to first contact.
Note: Analytics and team activity show company-wide numbers, so they're limited to roles with the analytics permission (managers and admins by default).
Team activity
A live feed of what the team did — calls logged, WhatsApp replies, stage changes, notes, imports — filterable by person and date. Useful for daily stand-ups and coaching.
How numbers are counted
Converted / wonA lead that has moved into any stage of type Won in your pipeline.
Pipeline valueThe total deal value of open leads, by stage. Add deal values to leads to see it.
Time to first contactFrom a lead arriving to the first call log or WhatsApp message to it.
Admins and managers also get the same key numbers every morning in the daily summary email.
Still stuck?
WhatsApp us on +91 99103 43016 or raise a ticket from Support Tickets inside the app.