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Overview

The Dashboard is the project-wide view of calling activity: a conversion funnel from attempted to interested, a per-process performance table, and a breakdown of dispositions and outcomes. It has two tabs — Overview (this page) and Lead Journey (cohort-based analytics for a single process, see below). Filter by process (or “All processes”) and date range at the top — every section on the page updates to match. Dashboard Overview: Conversion Funnel, Performance Matrix, Disposition Breakdown, Attempt Outcomes, Disposition Type Distribution, and Attempt-wise Summary

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Conversion Funnel

The top-level funnel for the selected date range and process filter:
  • Attempted — leads dialed at least once.
  • Connected — attempts where the customer picked up, shown as a percentage of Attempted.
  • Interested — connected leads that expressed interest, shown as a percentage of Attempted.
  • Incoming — inbound calls received in the same window (not part of the outbound funnel, shown separately).
The bars below the cards give the same numbers as a quick visual comparison.

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Performance Matrix

A per-process breakdown table: Attempted, Connected, Interested, Lost, and Avg. Attempts (average call attempts per lead) for every process active in the selected window. Use the row action to drill into a specific process’s analytics — see Process Analytics.

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Disposition Breakdown

Dispositions across all processes in the window, grouped into three outcome categories:
  • Success — e.g. Retail, Booking Request.
  • Neutral — e.g. Inconclusive, No Connect, Test Drive Requested.
  • Failure — e.g. Lost - Not Purchased, Wrong Number, Lost to Co-dealer.
Each row shows the count and its share of the applicable total. Exact disposition names are process-specific — these are examples from a live project, not a fixed list.

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Attempt Outcomes & Disposition Type Distribution

Two donut charts summarizing the same window from different angles:
  • Attempt Outcomes — the share of individual call attempts that connected vs. didn’t, across all attempts (not just first attempts).
  • Disposition Type Distribution — the share of dispositions that landed in Success, Neutral, or Failure.

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Attempt-wise Summary

A bar chart breaking down outcomes (Not Connected / Connected / Success) by attempt number (Attempt 1 through Attempt 10, paginated), showing how connect and success rates change as retries increase.
Every card and table on this page has a Download Leads or export option in its header — use it to pull the underlying lead list for any section instead of just the aggregate numbers.

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Lead Journey Tab

The Lead Journey tab requires picking a single process and opens Cohort View — leads grouped by insertion date rather than by calendar day, with heatmaps for calling activity and conversion, plus a calling-velocity table. See Cohort View (Lead Journey) for the full breakdown. Use the Dashboard’s Overview tab for project-wide, calendar-date performance, and Lead Journey / Cohort View or Process Analytics when you need to reason about a single process’s leads by the day they entered it.