Dashboard & Overview
The Dashboard is your command center for outbound. Use it every morning — before diving into individual leads — to see what needs your attention today.
It complements My Work (your personal task queue) and Analytics (monthly org metrics). The dashboard is operational and today-focused.
Morning routine (5 minutes)
- Follow-ups due today — Approve and send scheduled email follow-ups
- Attention leads — Stale or high-priority leads that need a touch
- Stat cards — Pending approvals, replies, discovery queue, follow-up count
- Recent activity — What the team sent, approved, and received overnight
- Company signals — Fresh triggers (funding, hiring, news) on your leads
Then open My Work for assigned tasks and owned leads.
What you’ll see
Follow-ups due today
Leads that need a built-in sequence follow-up email today appear at the top. These are separate from cadence enrollments — they’re the default Day 3 / Day 7 / Day 14 pattern after first send.
For each due follow-up you can:
- Preview the AI-generated draft
- Approve and send with one click
- Open lead detail for full context
- Skip or handle manually if the situation changed
Follow-ups auto-cancel when the lead replies — always check Lead Inbox replies before sending a scheduled touch.
Attention leads
Leads flagged for follow-up based on pipeline stage, last activity, and priority tier. Work these after clearing Due Today — often a quick call (Dialer) or a task is enough.
Stat cards
Quick links to key queues:
| Card | Meaning |
|---|---|
| Pending approval | Drafts waiting in Approvals or inbox |
| Replies | Inbound replies needing response |
| Follow-ups due | Count of sequence steps due today |
| Discovery new | Inbound emails staged in Discovery (if enabled) |
| Ad leads | Meta ad leads awaiting review (if enabled) |
Click any card to jump directly to that queue.
Recent activity
Track approvals, sends, and replies across the org:
- Who approved which draft
- When emails went out
- When leads replied
- Audit events for compliance visibility
Useful for managers doing a quick pulse check without opening Team Performance.
Company signals
Recent signals attached to your leads — funding rounds, job postings, news mentions, and other triggers that affect approach angles. Click through to lead detail to refresh outreach context before sending.
Dashboard vs other views
| View | Time horizon | Best for |
|---|---|---|
| Dashboard | Today + recent | Morning triage, team pulse |
| My Work | Your open tasks | Personal execution queue |
| Lead Inbox | Replies + pending | Email-centric workflow |
| Analytics | Month / all time | Trends and pipeline value |
| Pipeline | Current stages | Deal movement |
Daily habits that work
- Clear pending first — Don’t let drafts sit; stalled approvals block cadences too.
- Reply before follow-up — A reply cancels the sequence; responding beats sending a scheduled nudge.
- One pipeline pass weekly — From dashboard stats, jump to Pipeline Friday to move stale deals.
- Check signals before calls — Reference fresh news on dialer calls for better connect rates.
Tips
- Bookmark the dashboard — It’s the default landing page after login for most reps.
- Pair with notifications — Bell alerts for assignments; dashboard for proactive queue review. See Notifications.
- Admins: scan activity — Recent audit entries catch stuck workflows before reps escalate.
- Tags for focus — After dashboard triage, filter tagged segments for campaign-specific work blocks.
Related pages
- Getting Started — Full outbound workflow
- My Work — Personal tasks and owned leads
- Lead Inbox — Replies and follow-up tabs
- Approvals — Draft review gate
- Analytics Overview — Monthly metrics