Dashboard Overview
Track your personal and team performance metrics
Personal Goals
Period: August 4-10, 2025
Follow up with Oak Street lead
highCustomer showed interest in solar panels, needs pricing info
Prepare presentation materials
mediumCreate updated brochures for next week's appointments
Call back interested customer
highMrs. Johnson from Pine Avenue wants to schedule inspection
Update CRM with new leads
lowEnter contact information for 5 new prospects from yesterday
Schedule team meeting
mediumCoordinate with team for weekly performance review
Solar Consultation - Smith Family
confirmed123 Oak Street
Follow-up Meeting - Johnson Residence
confirmed456 Pine Avenue
Site Inspection - Davis Home
pending789 Maple Drive
Initial Consultation - Brown Family
confirmed321 Elm Street
Contract Signing - Wilson Residence
cancelled654 Cedar Avenue
Your latest interactions and updates
123 Main St, New York, NY
Appointment Set
456 Oak Ave, New York, NY
Not Home
789 Pine St, New York, NY
Not Interested
321 Elm St, New York, NY
Follow Up
654 Maple Ave, New York, NY
Inspection Completed
Your milestones and accomplishments
Conversion Champion
Exceeded conversion rate target by 12.5%
First Appointment
Successfully scheduled your first appointment this week
Inspection Complete
Completed your first inspection of the week
Team Chat
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