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Dashboard Overview

Your command center for monitoring missed-call follow-ups in real time.

๐Ÿ“Š What You See at a Glance

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Total Leads

All leads captured since account creation

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Active Conversations

Leads currently in a follow-up sequence

๐Ÿ“ค

Messages Sent

Total SMS + Email messages delivered

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Reply Rate

Percentage of leads who responded

๐Ÿ“‹ Recent Leads Table

Below the stats cards, the Recent Leads table shows the 5 most recent leads. Click View all โ†’ for the full paginated list with filters.

LeadStatusCreatedActions
Marcus T.
(555) 014-2201
activeJan 12, 2:14 PMView
David R.
(555) 027-6610
repliedJan 12, 1:58 PMView
Lauren M.
(555) 033-8827
activeJan 12, 12:41 PMView

๐Ÿท๏ธ Lead Statuses Explained

Each lead moves through statuses automatically. You can also update manually from the lead detail page.

Newnew

Lead created, sequence not yet started

Activeactive

Sequence running, messages being sent

Repliedreplied

Lead responded โ€” sequence auto-stopped

Closedclosed

Sequence completed, no reply

Wonwon

Manually marked as booked job

Lostlost

Manually marked as dead lead

๐Ÿ‘๏ธ Lead Detail Page

Click View on any lead to see the full timeline:

  • Timeline โ€” Visual sequence progress (SMS 1 โ†’ Email 2 โ†’ SMS 3 โ†’ ...)
  • Messages โ€” Full content of every sent/received message with timestamps
  • Status Badge โ€” Current state with color coding
  • Manual Actions โ€” Mark Won/Lost, Close, Resend step, Edit lead info

โšก Real-Time Updates

The dashboard refreshes automatically via router.refresh() after key actions. No manual refresh needed โ€” new leads appear within seconds of a missed call.

New missed call

Lead appears in under 2 min

Lead replies

Status โ†’ replied instantly

Sequence completes

Status โ†’ closed/active