📊 Overview
All time📞
Total Calls
scheduled
✅
Show Rate
🚫
No-Show Rate
🎯
Close Rate
💰
Total Revenue
cash collected
📈
Avg / Call
per showed call
💎
Avg / Deal
per closed deal
⚡
Obj. Overcome
🎁
Offer Rate
🔽 Sales Funnel
Scheduled → Showed → Closed
🥧 Outcome Mix
Showed calls breakdown
📊 Close Rate by Closer
% of showed calls closed
💵 Revenue by Closer
Total cash collected
📅 Revenue Over Time
Daily cash collected
💬 Objections Faced
By type
📈 Rolling 7-Day Average
Daily revenue with 7-day moving average
📅 Best Day to Close
Close rate by day of the week
📊 Week-over-Week Comparison
This week vs last week performance
🗓️ Team Heatmap
Closer performance by day of week — color = close rate
📋 Setter Performance
Leads set by each setter
🔀 Traffic Source
Lead origin breakdown
📞 Call Log
All time
Filter
All Calls—
| 📅 Date | 👤 Closer | 📋 Setter | 🧑 Lead | 🔀 Source | Type | Attended | Outcome | 💰 Cash | 🔄 Remaining | ⭐ Rating |
|---|
💬 Setting
ManyChat pipeline💬
Conversations
Convo Started tag
✅
Qualified
Qualified tag
📅
Call Proposed
call proposed
📩
Link Sent
booking link sent
📞
Booked
call booked
❌
Unqualified
dropped from funnel
📊 Setter Funnel
Conversation → Closed pipeline
📊 Setting Metrics
Auto-calculated from ManyChat + Call Log data
🔄 Stage Conversion Rates
Drop-off between each stage
📈 Daily Lead Volume
New conversations over time
👤 Setter Performance
Per-setter breakdown
📸 Content Tracker
Track Reels, Posts & Stories performance➕ Log New Reel / Post
Enter content performance data
Select date
▾
📊 Performance by Content Type
TOF vs MOF vs BOF
🎬 Performance by Video Type
Average views by category
📈 Views & Followers Trend
Content performance over time
💪 Engagement Trend
Engagement % over time
📆 Month-over-Month Comparison
Reels/Posts performance trend
📋 All Reels & Posts
—
| Date | Views | Followers | F/1K Views | Video Type | Type | Likes | Eng % | Shares | Rating |
|---|
🔍 Insights
Auto-generated📱 First Call vs Follow-Up
Close rate and avg cash by type
🎯 Objection → Close Rate
Which objections kill vs convert
🩺 Revenue Diagnostics
Weekly bottleneck analysis📊 Weekly Revenue vs Goal
Performance against target
🎯 Goal Tracker & Forecast
Monthly progress & projections💰 Cash Collection Rate
% of revenue actually collected each week
📈 Average Deal Size Trend
Weekly avg deal over time
📅 Monthly Recaps
Month-by-month performance summary🎬 VSL Tracker
Video Sales Letter Performance👁️
Total Views
all views
▶️
Avg Play Rate
views → plays
🔥
Avg Engagement
of viewers
🖱️
Total Clicks
CTA clicks
📊
Peak Day
📈 Views Over Time
Daily total views
▶️ Play Rate Over Time
Daily play rate %
🔥 Engagement Rate Over Time
Daily engagement %
📋 VSL Daily Data—
| 📅 Date | 🏷️ Source | 👁️ Views | 👤 Uniq Views | ▶️ Plays | 📊 Play Rate | 🔥 Engagement | 🖱️ Clicks | 🔄 Conv | 📈 Conv Rate |
|---|
📩 Form Tracker
Typeform funnel tracking📝
Total Starts
form opens
✅
Total Submissions
completed forms
📊
Avg Completion
starts → submissions
🏆
Peak Day
📈 Starts & Submissions Over Time
Daily form funnel
📊 Completion Rate Over Time
Daily completion %
📋 Form Daily Data—
| 📅 Date | 📝 Starts | ✅ Submissions | 📊 Completion Rate |
|---|
💵 Payout
Monthly commission breakdown
Closers — 10%
Setters — 5%
Closer Payouts
10% commission
Setter Payouts
5% commission
Full Transaction Ledger
| Date | Lead | Closer | Setter | Type | Cash | Closer Comm. | Setter Comm. | Remaining |
|---|
Outstanding Payment Plans
🔄 Payment Pipeline
Outstanding payments to collect — grouped by deal month
Outstanding Payment Plans
| Deal Date | Lead | Closer | Deal Size | Collected | Remaining | Days Since | Status |
|---|
📅 Outstanding by Deal Month
Cash still to collect, grouped by the month the deal was closed
⚡ Action Plan
Data-driven backlog — prioritized by impactSales AI
AI-powered call scoring & coaching
Filter
Call Scorecards--
| Date | Closer | Lead | Score | Status | Outcome |
|---|
Score Trend Over Time
Average call score by week
Category Strengths
Average score per dimension
Improvement Delta
First-half vs second-half average
Win Rate by AI Score
Close rate per score range
Weakest Categories
Areas needing most improvement
💰 Revenue per AI Score Range
Average deal size by score bracket
📊 Revenue per Closer
Total revenue vs avg AI score
🎯 Revenue per Category Score
Avg deal size by strongest category
💵 Revenue per Call
Cash per showed call by closer