Dashboard Overview
Performance Summary
Leads Added
24
Meetings Scheduled
6
Deals Closed
3
Upcoming Activities
Call with John Doe
Today, 3:00 PM
Follow-up email to TechCorp
Tomorrow, 9:00 AM
Team Meeting
Tomorrow, 11:00 AM
Quick Actions
Lead Tracker
Email Campaigns
Initial Outreach
Sent to 247 contacts
Status
Active
Open Rate
38.4%
Reply Rate
12.1%
Follow-Up Sequence
Sent to 134 contacts
Status
Draft
Open Rate
-
Reply Rate
-
Case Study Shared
Sent to 82 contacts
Status
Completed
Open Rate
42.7%
Reply Rate
8.5%
Call Records
Recent Calls
John Doe (TechCorp)
Today, 10:30 AMDiscussed pricing and implementation timeline
Follow-up scheduled
Positive
Alice Smith (BrandCo)
Yesterday, 2:15 PMNo answer - left voicemail
To call again
Robert Johnson (InnovateTech)
2 days ago, 11:45 AMInitial consultation, interested in demo
Demo scheduled
Call Statistics
42
Total Calls
29
Connected
7:24
Avg Duration
3
Meetings Booked
Sales Analytics
Pipeline Overview
Lead Sources
Conversion Rate
Monthly Performance
Top Performing Campaigns
Initial Outreach v2
18.7%
Case Study Follow-up
14.2%
Event Invitation
12.9%
Product Demo Offer
10.5%
Win/Loss Analysis
Won
12
(42.8%)
Lost to Competitor
8
(28.6%)
Budget Constraints
5
(17.9%)
No Decision
3
(10.7%)
Account Settings
Profile Information
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Password
Email Notifications
New Leads
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Task Reminders
Receive reminders for scheduled tasks
Weekly Reports
Get weekly performance reports
AI Email Generator
Email Settings
Unique Selling Proposition
Case Studies
ROI
Customer Testimonials
AI Content Assistant
Create New Content
Recent Content
How AI is Transforming Lead Generation
Published
2 days ago
This comprehensive guide explores the impact of artificial intelligence on modern sales and marketing strategies...
Q4 Campaign - Enterprise Solutions
Draft
1 week ago
Email sequence for targeting enterprise clients with our comprehensive solution package...
Predictive Lead Scoring
Scoring Model
Engagement
30% Weight
Demographics
25% Weight
Firmographics
25% Weight
Behavioral
20% Weight
Top Scored Leads
| Name | Company | Score | Conversion Probability | Recommended Action |
|---|---|---|---|---|
|
JD
John Doe
john.doe@techcorp.com
|
TechCorp
Enterprise Software
|
94/100 |
|
|
|
AS
Alice Smith
alice.smith@brandco.com
|
BrandCo
Digital Marketing
|
76/100 |
|
|
|
RJ
Robert Johnson
robert.j@innovatetech.com
|
InnovateTech
Tech Startup
|
65/100 |
|
