Dashboard · Live
Every channel, one heartbeat.
Multi-channel outreach — email, SDR replies, LinkedIn DMs — funnel performance, contribution, and coaching in one view.
Agent funnel
Touches → meetings → pipeline, by agent
Total touches 5,084 · meetings 100 · pipeline $2.23M
Cold Email Agent
Positive sentiment 62%
Touches
2,840
sent
Replies
108
3.8% rate
Meetings
31
31% of total
Pipeline
$612K
27% of total
Coach
A/B test subject lines on the FinServ segment — opens lag by 11%. Tighten ICP filter on mid-market to lift reply quality.
AI SDR
Reply → meeting 27%
Touches
264
sent
Replies
158
60% rate
Meetings
42
42% of total
Pipeline
$1.02M
46% of total
Coach
Tighten qualification on SMB inbound — 18% of meetings no-show. Have SDR confirm budget + timing before booking.
LinkedIn DM Agent
Acceptance rate 40%
Touches
1,980
sent
Replies
248
12.5% rate
Meetings
27
27% of total
Pipeline
$590K
27% of total
Coach
Refresh opener variants — top performer fatigue after 9 days. Layer voice notes on enterprise accounts for +14% reply lift.
Pipeline trend
Pipeline added & meetings booked
Pipeline added
Meetings booked
Sales team rollup
Where the team needs you this week
Quota attainment
72%
Pipeline coverage
2.4×
target 3.0×
At-risk deals
5
surfaced this week
Avg sales cycle
38 days
▼ 4 days vs Q
Forecast confidence
81%
model-scored
Rep leaderboard
Rep
Quota
Pipeline
Win
Risk
Focus
Sarah Chen
118%
$1.42M
34%
0
Closing strong — protect Acme ($240K), forecast commit
Marcus Reed
47%
$680K
19%
4
Stalled mid-funnel — coach on multi-threading
Priya Shah
68%
$540K
26%
1
Pipeline 1.8× — block Tue/Thu AM for net-new prospecting
Diego Alvarez
52%
$920K
22%
3
Vertex ($310K) — econ buyer not engaged, slipping
Jordan Pike
104%
$1.18M
31%
0
Discovery quality ▲22% — replicate playbook team-wide
Alex Romero
74%
$610K
24%
2
Demo-to-close ratio dipping — pair w/ Sarah next sprint
Hannah Liu
96%
$1.05M
29%
1
Strong outbound — push two enterprise logos to commit
Tom Becker
38%
$410K
15%
5
Pipeline cold — 60% of touches stale >14 days
Leader's action queue · this week
1
1:1 with Marcus & Diego (Mon AM)
Unblock 7 stalled deals · est. +$340K pipeline recovered
2
Forecast review w/ Sarah & Hannah (Tue)
Lock $580K commit for the quarter
3
Coaching: multi-threading workshop (Wed)
Marcus, Tom, Alex · win-rate lift +6pp historical
4
Pipeline gen sprint w/ Priya & Tom (Thu–Fri)
Target +$420K net-new in flight
5
Deal desk: Vertex ($310K)
Bring in CRO for econ-buyer escalation
Biggest moves this week: rescue Marcus & Diego's pipeline, and lock the Sarah/Hannah forecast. That's $920K of leverage in 4 conversations.