FLOOR & REPORTS
See what's slipping before it's lost.
Who's online, what's slipping and why, who's overloaded, and which ad source actually pays. Fixed in a click, read in a minute.
What managers and owners see
Daily pulse.
'A single page you read at 11am and 5pm.' A tab you check, close and act on, not a dashboard you stare at.
In the app: Overview › Daily pulse
At risk.
One deduplicated queue, each lead tagged with its reason: SLA breach, buried hot or no next step. Fix the reason and the lead drops off.
In the app: Floor › At risk
Workload and reassignments.
Drag leads from an overloaded rep to a lighter one, and approve the handoffs reps ask for. 'Bulk-accept frees the floor in one click.'
In the app: Floor › Workload balance · Floor › Reassignments
Arena.
XP for connected calls and booked next steps, in weekly leagues from Ember to Blaze. Reps see the same board on their phone.
In the app: Team › Arena
Owner overview.
Revenue, lead leakage, agent productivity and source ROI on the owner's first screen.
In the app: Dashboard › Overview
Revenue & forecast.
Closed revenue comes from a ledger of won deals, repeat purchases included. The forecast weights each open deal by its stage's win % and states its own coverage.
In the app: Dashboard › Revenue & forecast
Source ROI and Lost reasons.
Type in each source's monthly spend and see it against leads and won value. Lost reasons shows why deals were lost, as your reps recorded them.
In the app: Dashboard › Source ROI · Dashboard › Lost reasons
Tell Meta who actually bought.
Your sales outcomes, junk included, go back to Meta so its delivery learns from people who pick up and buy, not form-fillers. Needs your dataset ID and token.
In the app: Setup › Integrations › Meta Lead Ads › 'Lead quality sync'
Start Monday. Know by month two.
60 days free on Growth-plan limits. No card. A person from our team before day 60.
No card · 20 seats · 25,000 leads a month · Nothing switches off on day 60