[{"data":1,"prerenderedAt":165},["ShallowReactive",2],{"shell":3,"article:dashboard":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"topic":46,"html":49,"toc":50,"shots":67,"related":93,"topicNext":132,"paths":133,"videos":139,"sidebar":140},"dashboard","guide","\u002Fguides\u002Fdashboard","chart-column","Read the Sales Command Center","The Dashboard route currently opens Sales Command Center. Use it to inspect recorded performance and the activities behind a metric. It is also available as…","beginner","published","browser-observed-read-only","2026-11-04","planned","Dashboard",{"slug":29,"title":47,"href":48},"Dashboard and reporting","\u002Ftopics\u002Fperformance","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>The Dashboard route currently opens \u003Cstrong>Sales Command Center\u003C\u002Fstrong>. Use it to inspect recorded performance and the activities behind a metric. It is also available as \u003Cstrong>Overview\u003C\u002Fstrong> in the menu under the \u003Cstrong>Sales Command Center\u003C\u002Fstrong> title. Reports follow account access and may enforce a user's own scope, so two teammates can legitimately see different results.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"dashboard-overview-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"dashboard-overview-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Sales Command Center dashboard showing No data on every card for the selected quarter and team\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fdashboard-overview-desktop.jpg\" alt=\"Sales Command Center dashboard showing No data on every card for the selected quarter and team\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Sales Command Center before any activity is recorded for the chosen dates, so each card reads No data. \u003Ca href=\"#screenshots\" class=\"more\">See all 2 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"dashboard-overview-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"dashboard-overview-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"establish-the-reporting-scope\">\u003Ch2 id=\"establish-the-reporting-scope\">Establish the reporting scope\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Open Dashboard or Sales Command Center and check the selected dates and filters.\u003C\u002Fli>\n\u003Cli>Wait for initial loading to finish. If an existing report is marked \u003Cstrong>Updating performance\u003C\u002Fstrong>, it is still being refreshed.\u003C\u002Fli>\n\u003Cli>Review the Overview outcomes and acquisition funnel, then open a contributing stage or activity view to understand the underlying records.\u003C\u002Fli>\n\u003Cli>Use \u003Cstrong>Team Performance\u003C\u002Fstrong>, \u003Cstrong>Rep Performance\u003C\u002Fstrong>, \u003Cstrong>AI Impact\u003C\u002Fstrong>, \u003Cstrong>Revenue\u003C\u002Fstrong>, or the relevant \u003Cstrong>Selling Motions\u003C\u002Fstrong> view to investigate the question you are asking.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>Selling Motions includes Calls, Email, Follow-ups, Research, Sequences, and Automation. Keep the reporting scope consistent when comparing them. A metric without its date range and contributing records can be misleading.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"interpret-the-numbers-correctly\">\u003Ch2 id=\"interpret-the-numbers-correctly\">Interpret the numbers correctly\u003C\u002Fh2>\u003Cp>The acquisition funnel counts recorded results at each stage during the selected dates. Its percentages compare stage totals; they do not track one identical group of leads through every stage. Open a stage's records before treating a change as evidence that a specific cohort converted.\u003C\u002Fp>\u003Cp>AI Impact compares groups that may contain different contacts. A higher meeting rate alone does not establish that AI caused the improvement. Recorded time savings appear only where an estimate was captured for the work.\u003C\u002Fp>\u003Cp>Revenue displays recorded payments and recurring revenue for the selected dates. Amounts in different currencies are not combined. Do not reconcile this view to a financial total without checking the period, currency, and underlying records.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"separate-reporting-from-planning\">\u003Ch2 id=\"separate-reporting-from-planning\">Separate reporting from planning\u003C\u002Fh2>\u003Cp>\u003Cstrong>Goals & Plans\u003C\u002Fstrong> is the configuration area. The dashboard consumes goals for pacing and risk. Reviewing performance does not require editing goals, changing layouts, or altering team targets. Only make those changes when authorized.\u003C\u002Fp>\u003Cp>If a report fails to load, use \u003Cstrong>Retry\u003C\u002Fstrong>. An error or unavailable selling motion does not establish that no activity occurred. Success for a review session means identifying the relevant records and explaining what the metric covers, including gaps or unknowns.\u003C\u002Fp>\u003Cp>Related guides: \u003Ca href=\"\u002Fguides\u002Fpipeline\">Pipeline\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcommunication\">Communication\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcalendar\">Calendar\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion\" data-section=\"detailed-guides\">\u003Csummary>\u003Ch2 id=\"detailed-guides\">Detailed guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Read \u003Ca href=\"\u002Fguides\u002Fsales-command-subviews\">Sales Command Center subviews\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsales-activity\">Sales Activity\u003C\u002Fa>, and \u003Ca href=\"\u002Fguides\u002Foutreach-analytics\">Outreach Analytics\u003C\u002Fa> for related reporting scopes. \u003Ca href=\"\u002Fguides\u002Fsales-goals\">Sales goals\u003C\u002Fa> covers planning writes; \u003Ca href=\"\u002Fguides\u002Fusage\">Usage\u003C\u002Fa> covers recorded consumption rather than sales outcomes.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"dashboard-overview-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"dashboard-overview-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Sales Command Center dashboard showing No data on every card for the selected quarter and team\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fdashboard-overview-desktop.jpg\" alt=\"Sales Command Center dashboard showing No data on every card for the selected quarter and team\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Sales Command Center before any activity is recorded for the chosen dates, so each card reads No data.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"dashboard-overview-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"dashboard-overview-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"report-navigation-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"report-navigation-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Sales Command Center menu open, listing Overview, Performance, Impact, Selling Motions and Planning reports\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Freport-navigation-desktop.jpg\" alt=\"Sales Command Center menu open, listing Overview, Performance, Impact, Selling Motions and Planning reports\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Sales Command Center menu, where you switch between reports such as Rep Performance, Calls and Goals & Plans.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"report-navigation-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64],{"id":52,"text":53,"depth":54},"establish-the-reporting-scope","Establish the reporting scope",2,{"id":56,"text":57,"depth":54},"interpret-the-numbers-correctly","Interpret the numbers correctly",{"id":59,"text":60,"depth":54},"separate-reporting-from-planning","Separate reporting from planning",{"id":62,"text":63,"depth":54},"detailed-guides","Detailed guides",{"id":65,"text":66,"depth":54},"screenshots","Screenshots",{"dashboard-overview-desktop":68,"report-navigation-desktop":88},{"id":69,"src":70,"alt":71,"caption":72,"width":73,"height":74,"annotated":75},"dashboard-overview-desktop","\u002Fmedia\u002Fscreenshots\u002Fdashboard-overview-desktop.jpg","Sales Command Center dashboard showing No data on every card for the selected quarter and team","The Sales Command Center before any activity is recorded for the chosen dates, so each card reads No data.",1920,873,{"src":76,"width":77,"height":74,"title":78,"callouts":79},"\u002Fmedia\u002Fannotated\u002Fdashboard-overview-desktop-annotated.svg",2390,"Read the dashboard",[80,83,85],{"number":81,"text":82},1,"Your team, date range and comparison choices change the results shown below.",{"number":54,"text":84},"No data means nothing was recorded for the selected dates and filters.",{"number":86,"text":87},3,"Goal pacing needs a saved goal and recorded activity for the selected dates.",{"id":89,"src":90,"alt":91,"caption":92,"width":73,"height":74},"report-navigation-desktop","\u002Fmedia\u002Fscreenshots\u002Freport-navigation-desktop.jpg","Sales Command Center menu open, listing Overview, Performance, Impact, Selling Motions and Planning reports","The Sales Command Center menu, where you switch between reports such as Rep Performance, Calls and Goals & Plans.",[94,102,109,115,121,126],{"slug":95,"title":96,"href":97,"icon":98,"description":99,"level":100,"productLocation":101},"pipeline","Review and update the pipeline","\u002Fguides\u002Fpipeline","calendar-check","Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace…","intermediate","Pipeline",{"slug":103,"title":104,"href":105,"icon":106,"description":107,"level":100,"productLocation":108},"communication","Review communication and prepare outreach","\u002Fguides\u002Fcommunication","mail","Communication groups the records your team works with and the conversations that result. Start with review, then choose a specific authorized action. Sending…","Communication",{"slug":110,"title":111,"href":112,"icon":98,"description":113,"level":40,"productLocation":114},"calendar","Review meetings and booking requests","\u002Fguides\u002Fcalendar","Calendar brings meetings and booking requests into a shared schedule. Access determines whether you see team meetings or your own work. Booking also depends on…","Calendar",{"slug":116,"title":117,"href":118,"icon":37,"description":119,"level":100,"productLocation":120},"sales-command-subviews","Navigate sales performance subviews","\u002Fguides\u002Fsales-command-subviews","Sales Command Center uses a shared reporting shell for team, representative, AI, revenue and selling-motion views. The same component also powers Dashboard…","Dashboard → Sales Command Center",{"slug":122,"title":123,"href":124,"icon":37,"description":125,"level":40},"sales-activity","Read outbound sales activity","\u002Fguides\u002Fsales-activity","Sales Activity summarizes outbound call metrics and conversion tracking. You need access to the relevant workspace reporting scope. Use it to examine recorded…",{"slug":127,"title":128,"href":129,"icon":37,"description":130,"level":100,"productLocation":131},"outreach-analytics","Compare attributed outreach results","\u002Fguides\u002Foutreach-analytics","Outreach Analytics helps compare recorded outreach outcomes by campaign, message, channel and sender. Use an account with reporting access and verify the…","Communication → Inbox → open a reply → View outreach analytics",{"slug":116,"title":117,"href":118},[134],{"slug":135,"title":136,"href":137,"letter":138},"h-performance","H — Read performance with the right scope","\u002Flearn\u002Fh-performance","H",[],{"title":47,"href":48,"groups":141},[142],{"title":143,"items":144},null,[145,146,147,148,152,153,157,161],{"label":38,"href":36,"slug":34},{"label":117,"href":118,"slug":116},{"label":123,"href":124,"slug":122},{"label":149,"href":150,"slug":151},"Create a goal period and preserve revisions","\u002Fguides\u002Fsales-goals","sales-goals",{"label":128,"href":129,"slug":127},{"label":154,"href":155,"slug":156},"Inspect recorded activity and background jobs","\u002Fguides\u002Factivity-monitor","activity-monitor",{"label":158,"href":159,"slug":160},"Explore a local profit projection","\u002Fguides\u002Fprofit-calculator","profit-calculator",{"label":162,"href":163,"slug":164},"Read usage and quota status","\u002Fguides\u002Fusage","usage",1793910213571]