Dashboard — Pending Tasks Tab
The Pending Tasks tab of the dashboard provides real-time visibility into the team's active tasks: how many are pending, who has them assigned, what type they are, and how they are distributed throughout the day.
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The Pending Tasks tab of the dashboard provides real-time visibility into the team's active tasks: how many are pending, who has them assigned, what type they are, and how they are distributed throughout the day.
The Rankings tab shows the individual performance of each sales rep within a Sales Brain (Playbook): top performers by metric, real-time team statuses, and a comparative table with rankings, averages, and expanded detail.
The Statuses tab shows the state of the sales funnel of a Sales Brain (Playbook): active contacts, movements between stages, and contacts won or lost in the selected period.
The Summary tab of the new dashboard shows key metrics for a Sales Brain (Playbook): new, active, won, lost, and stalled contacts, along with a 30-day trend chart.