Total clients
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Calls this month
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Handled by AI
Emails processed
—
This month
Leads captured
—
Drafts pending review
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Activity — last 7 days (all clients)Calls · Emails · Leads
Calls
Emails
Leads
Call sentiment
Call outcomes
Leads by status
Clients by package
Recent activity
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Leads needing attention
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Estimated MRR
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Add-on penetration
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Total clients
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Active
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Draft-only mode
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Added this month
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All clients
ClientPackagePhone numberModeCallsLeadsAdd-onsAdded
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Add-on subscriptions across all clients
ClientAdd-onPriceStatus
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Add-on penetration
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Total calls
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This month
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Successful outcomes
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Positive sentiment
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All calls
TimeClientSummaryOutcomeSentimentRec.
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Total emails
—
This month
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Drafts created
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Pending review
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All emails
TimeClientFrom / subjectCategoryStatus
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Total leads
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Follow-up overdue
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Draft ready
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Converted
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All leads
ClientNameSummarySourceStatusDue
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Requests sent
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This month
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Reviews received
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Conversion rate
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All review requests
ClientCustomerSent viaOutcomeDate
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