The Summary tab is the main view of the new dashboard. It shows the performance of a Sales Brain (Playbook) over a selected time period through 5 key metric cards and a 30-day trend chart.
1. How to access
- Go to the main menu → Dashboard
- If the "Show new dashboard" button appears, click it to activate the new version
- At the top, select the Sales Brain (Playbook) to analyze
- Make sure you are on the Summary tab
2. Sales Brain (Playbook) selector
At the top of the dashboard there is a dropdown to choose the Sales Brain (Playbook). Only Sales Brains (Playbooks) the sales rep has access to are shown. All dashboard data corresponds to the selected Sales Brain (Playbook).
3. Period filter
Before viewing metrics, you can select the period to analyze:
| Option | Description |
|---|---|
| Today | The current day |
| Yesterday | The previous day |
| This week | From the start of the week to today |
| Last week | The previous full week |
| Custom range | Manually chosen start and end dates |
Custom range
- Up to 60 days can be selected
- Both start and end dates are required
- Start date must be before or equal to end date
When using a custom range, the comparison with the previous period is not shown — only the value for the selected period appears.
4. The 5 metric cards
Each card shows the value for the selected period and, when applicable, the change compared to the equivalent previous period.
New
Contacts that entered the Sales Brain (Playbook) during the period. Includes both those created directly in the Sales Brain (Playbook) and those moved from another Sales Brain (Playbook).
Active
Contacts that are progressing in the Sales Brain (Playbook) at this moment (not won or lost). Compared against the total active contacts at the end of the previous period.
Won
Contacts closed as won during the selected period.
Lost
Contacts closed as lost during the selected period.
Stalled
Active contacts that have gone 3 or more days without advancing to the next stage. These help identify bottlenecks in the sales funnel.
5. Variation indicator
The New, Won, Lost, and Stalled cards show the difference compared to the equivalent previous period:
- A positive number indicates an increase compared to the previous period
- A negative number indicates a decrease
The variation indicator does not appear when a custom range is selected.
6. Trend chart
Below the cards is a line chart showing activity over the last 30 days, regardless of the selected period filter.
| Line | Color | What it shows |
|---|---|---|
| New | Purple | New contacts per day |
| Won | Green | Contacts won per day |
| Lost | Red | Contacts lost per day |
- Hovering over the chart shows the detail for each day
- Each line can be toggled by clicking its legend entry
The chart always shows the last 30 fixed days. Changing the period filter does not affect the chart.
Special cases
No activity in the selected period
Cards show 0 and the variation indicator is not displayed.
Active contacts without closed stages configured
All contacts not in a stage marked as won or lost in the Sales Brain (Playbook) are considered active.
Time zone
All periods and the chart respect the time zone configured in the account.
Conclusion
The Summary tab centralizes the most important indicators of a Sales Brain (Playbook) in a single view. By combining the period filter with the metric cards and the trend chart, it allows you to quickly detect changes in contact volume, identify stalls, and evaluate the overall evolution of the team.
Relevant scenarios
Teams with high contact volume
Filtering by "This week" allows you to compare incoming new contacts with the previous week and detect significant variations in the inflow.
Tracking closings
Combining the Won and Lost cards with the "Last week" filter makes it easy to analyze the team's weekly performance.
Bottleneck detection
A high number in the Stalled card indicates stages in the Sales Brain (Playbook) where contacts are not advancing, which may require process review or task assignment.
Analysis guide
What is it for?
To get a quick snapshot of the health of the Sales Brain (Playbook): whether the sales funnel is growing, whether opportunities are being closed, and whether there are bottlenecks slowing down conversion.
How do I analyze it?
- Compare New vs. Won: how many of the contacts that enter end up converting?
- Review the ratio of Stalled to Active: if it's high, the sales funnel is blocked
- Use the 30-day chart to detect patterns: peaks in losses, delays between entry and closing
What do I compare?
- This week vs. last week to see the immediate trend
- New vs. Won to measure the overall conversion rate of the Sales Brain (Playbook)
- Stalled vs. Active to estimate what percentage of the sales funnel is blocked
What conclusions can I draw?
- New rises but Won falls → the funnel fills but doesn't close: conversion or follow-up problem
- New falls but Won rises → the team closes well but the inflow is drying up
- High Stalled → there are stages blocking progress: possible process issue or missing tasks
- Lost rises without New rising → the sales funnel is emptying: urgently review what is failing in the final stages
What should I do?
- If conversion drops: review the intermediate stages of the Sales Brain (Playbook) and whether the assigned tasks are appropriate
- If Stalled is high: identify which stage they accumulate in and redesign the flow or assign advancement tasks
- If New drops: review the contact source or the assignment of contacts to the Sales Brain (Playbook)
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