Understanding Your Dashboard KPIs

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Your Dashboard answers one question: “What do I need to do right now?” Open the app, glance at the numbers, and know exactly where to focus your energy today. > Business Impact: Managers with pipeline visibility close 25% more deals because they catch stuck leads early. Without a dashboard, you discover a lead went cold after it’s too late. With one, you see it before it happens.

The Hero Card — your morning briefing

The top card shows 4 numbers. Here’s what each means and what to do about it: Tap any number to jump straight to those leads. > The smart nudge (colored bar below the numbers) tells you the single most important thing right now. Red = overdue follow-ups. Orange = pending calls. Blue = leads waiting for assignment. Green = you’re all caught up.

Hot Booking Prospects — your closest deals

ClosingFox scores every lead based on multiple signals:

• How many calls connected?
• Any site visits done?
• Follow-ups being kept?
• How far along the pipeline?
• How recent was the last activity?

Leads that score high on all of these are marked Hot. These are closest to booking. What to do: Focus your energy here. These leads are ready — one more call or one more visit could close the deal. > Business Impact: Without prospect scoring, your team treats all leads equally. With it, they know which 5 leads out of 200 are most likely to book this week. That focus alone can increase conversion by 15-20%.

Follow-up Status — overdue, today, upcoming

Three tiles show the health of your follow-up discipline: If someone has 0 Overdue and 0 Due Today, either they’re perfectly caught up — or they’re not setting follow-ups at all. Check their lead count. > The “Longest overdue” warning shows your worst case. “Longest overdue: Rahul Sharma — 12 days.” That lead is almost certainly lost. Use this to coach your team.

Needs Attention — clearance, assignment, calls

Three cards show items waiting for action:

• Clearance — leads pending manager approval (e.g., “Not Interested” needs sign-off)
• Assignment — leads in the pending queue with no owner
• Call Logs — pending calls that need confirmation

These only show if you have permission to manage them. A salesperson won’t see Clearance or Assignment — only their manager will.

Today’s Snapshot — the daily scoreboard

Two cards side by side: TODAY card:

• Active Leads — total leads in your selected pipeline (not in Won/Lost)
• Fresh SVs — first-time site visits done today
• Re-Visits — repeat visits done today
• Calls Made — total calls logged today

UPCOMING card:

• Fresh SVs — site visits scheduled for future dates
• Re-Visits — repeat visits scheduled

> For managers: If “Calls Made” is low by 2 PM, your team isn’t calling enough. If “Fresh SVs” is 0, no new prospects are visiting. These are leading indicators — catch them early.

Pipeline Overview — where leads are stuck

The bar chart at the bottom shows how many leads are in each stage of your selected pipeline. What to look for:

• Fat early stages, thin later stages — leads aren’t progressing. Your team may need more calls, better qualifying, or site visit push.
• One stage overflowing — that’s your bottleneck. Example: 40 leads in “WFP” but only 3 in “Booking Ready” = site visits aren’t converting.
• “Stale Leads” count — leads stuck in the same stage for 7+ days. These need intervention.

Tap any stage bar to jump to those leads in the Kanban board. > Business Impact: Without pipeline visibility, you don’t know you have a problem until end-of-month reviews. With the stage chart, you see it today — and fix it today.

Recent Activity — what happened in the last 24 hours

On desktop, the Dashboard shows a feed of recent events:

• Calls made (connected and missed)
• Leads moved between stages
• New leads assigned

This gives managers a real-time pulse of team activity without asking “what did you do today?”

What good numbers look like

Common questions

Why does my Dashboard show different numbers than my teammate’s?

Each person sees data based on their role. A salesperson sees only their leads. A manager sees their entire team. An owner sees everyone. The numbers are accurate — they’re just scoped to your visibility.

Can I see a specific pipeline’s data?

Yes. The Pipeline Overview section has a dropdown to switch between pipelines. Stats update instantly.

What does “Stale” mean?

A lead that’s been in the same pipeline stage for 7+ days without moving. This usually means nobody is working on it or there’s a blocker. Tap the stale count to see which leads need attention.

How often does the Dashboard refresh?

Every time you open the app or pull-to-refresh. Data is always real-time — there’s no delay.

Next Steps

• Set up your pipeline — the Dashboard reads from your pipeline stages
• Learn the 3-tap disposal — follow-up stats come from disposal data
• Enable call detection — call stats only show when calls are tracked

— Need help reading your Dashboard? WhatsApp us or email mail@closingfox.com. We’ll walk you through your numbers.