Dashboard / My Calender

Dashboard
Overview
The Dashboard gives you a real-time overview of your sales team's performance and lead activity for the current day and month.
What You'll See on the Dashboard
Daily Report
Shows a summary of leads and their states for today. It displays how many leads are in each state and which ones require an action today.
If you are a manager/parent, you can see leads for all users under you in the hierarchy tree.
If you are a regular user, you will only see your own leads.
💡 Only States that have a Next Action Date set will appear highlighted. States without a next action date will not show up in the daily view.
Monthly Report
Same as the daily report but calculated from day 1 to day 30 of the current month.
If you are a manager/parent, you can see leads for all users under you in the hierarchy tree.
If you are a regular user, you will only see your own leads.
Request Per Country
Shows where your leads are coming from geographically — for example, Egypt, Kuwait, and so on.
Delayed Leads Section
Displayed at the bottom of the dashboard. Shows which salesmen have delayed leads — leads that are overdue for action.
If you are a manager/parent, you can see delays for all users under you in the hierarchy tree.
If you are a regular user, you will only see your own delays.
You can click on any state in the dashboard to be taken directly to that filtered view automatically.
Key Things to Know
The dashboard is read-only — you cannot take actions directly from here.
Use it as a daily check-in to spot overdue leads and team performance at a glance.
Clicking on a state card will redirect you to My Leads with an automatic filter applied.

My Calander
Overview
My Calendar gives you a visual timeline of your scheduled lead actions — upcoming tasks, follow-ups, and any delays — organized by date.
Calendar Tabs
The calendar has three tabs:
Tab
Description
Leads
Shows scheduled next actions for your assigned leads.
Tasks
Shows any tasks assigned to you across the system.
Broker
Shows broker-related activities. This tab only appears if you have activity in the Brokerage Module — if you have no broker activity, it will not show up.
What You Can See
Upcoming actions — lead follow-ups and tasks scheduled for future dates.
Past actions — what was scheduled previously, including any overdue items.
Delayed leads — leads where the next action date has passed without being completed.
How to Use It
Go to Sales Module → My Calendar.
Browse by month, week, or day to see what's scheduled.
Click on any item to go directly to that lead.
Key Things to Know
The calendar is based on the Next Action Date set on each lead.
If a lead has no next action date set, it will not appear in the calendar.
Use the calendar as a daily planning tool to prioritize which leads to contact.