Sales performance
Qualified opportunities and booked conversations
Sales Ready leads—
Upcoming this week—
Only confirmed CRM events are counted in live mode.
YOUR AI EMPLOYEE AT WORK
Your business. Nothing missed.
Every enquiry understood, every opportunity surfaced, every service request routed.
New contacts captured◎
—Contacts created during selected period (all sources)
Sales opportunities↗
—Qualified opportunities identified
Service cases◇
—Customer service requests received
Customer service
Current service handovers and open cases
In service handover—
Awaiting attention—
Current Customer Service stage only; selected creation period.
Weekly Calendar
Monday – Sunday · UK time
Appointments only
— upcoming appointments this week
Connect live HighLevel data to load your appointments.
Outlook events display when they are synchronised as HighLevel calendar events.
Tasks & Follow-ups
Due this week and overdue · separate from your calendar
Open tasks
— tasks due or overdue— overdue
Connect live HighLevel data to load your tasks.
Enquiry activity
Sales and service activity across the selected period
SalesService