Read the owner dashboard

The dashboard is the first screen for owners, admins and managers. It is not a full report. It answers two questions quickly: what needs action right now, and is the business on track? Each section links to the page where you can act or dig deeper.

Open and filter it

Open Dashboard. In the left menu, under Work, click Dashboard.
Pick the dates. Use the date filter at the top right: All time, Today, Last 7 days, Last 30 days or This month.
Pick the branch. Choose All branches or one branch. Every number on the page follows this filter.

The owner dashboard with three action cards at the top, four key number cards, a new leads per day chart and a leads by source list — Action cards at the top, key numbers below them. Numbers shown are demo data.

Action cards: what needs you now

The three cards at the top turn red when they are not zero. Clear these first.

Waiting for a reply. Leads who messaged and have not had a reply, with how long the oldest has waited. Click to open the list and reply.
Follow-ups overdue. Follow-ups past their due time, and which team members have most of them.
Not assigned. Leads with no owner. Click Assign now to give them to someone.

Key numbers: are we on track?

New leads. Leads created in the chosen dates, with the change from the previous period.
First reply (median). How long a typical lead waits for the first reply, shown against a target of 5 minutes. Lower is better.
Appointments booked. Leads who booked, with the change from the previous period.
Converted to patients. Leads who became customers, and what share of all leads that is.

Charts and tables below

New leads per day. A daily chart. Switch to Table to see the numbers.
Leads by source. How many leads came from each source (Meta ads, WhatsApp, Google Ads, website, walk-in and referral, imports) and each one's share. Click Ads & campaigns → for campaign detail.
Lead funnel. Five steps: New, Contacted, Qualified, Booked, Converted. Each step shows how many moved on and how many dropped. Click Pipeline → to work the leads.
Team. Each person's leads, first reply time, overdue follow-ups and conversions. Click Team report → for the full Team performance report.

What agents see instead

Agents, tele-callers and front desk staff get My day: their own new leads, leads waiting for a reply, follow-ups due and a "Do next" queue. It keeps them focused on the next lead to touch.