Overview
The Platform Dashboard is the per-client home base: a Performance Overview with a date-range picker, a seven-tile KPI band, weekly meeting-goal and activity-trend charts, a live activity timeline, the active campaigns table, the contact pipeline, meeting breakdown donuts, and a recent meetings list. Pick a client in the Client Switcher and the dashboard reloads for that client. Use the date-range picker to scope the email and cold-calling KPIs and the trend charts to a custom window; the meetings numbers stay all-time by design so the headline Meetings Booked figure never shifts when you change the range.
How to use this page
Understand what is on this page
The dashboard is the home view for whichever client you have selected in the Client Switcher. From top to bottom it shows a Performance Overview header with a date-range picker, a seven-tile KPI band (Meetings Booked, Potential Meetings, Info Requests, Emails Sent, Calls Made, Contacts Enrolled, Conversion Rate), a Weekly Meeting Goals bar chart and an Activity Trends area chart side by side, a live Activity timeline, an Active Campaigns table, a Contact Pipeline bar chart, a Meeting Breakdown with two donuts (by status and by source), and a Recent Meetings table. If the selected client has no campaigns or enrolled contacts yet, the page collapses to a single empty state that links to Campaigns. Employees and clients both see this page; clients see the same per-client view for their own client.
Select a client
Use the Client Switcher in the app header to pick the client whose performance you want to review. The dashboard reads the selected client from your session and re-renders for that client, including its campaigns, contacts, meetings, and activity. If no client is selected, the page shows a Select a client prompt instead of the dashboard. The date-range picker, charts, and tables all recompute for the newly selected client.
Choose a date range
The Performance Overview header has a date-range picker with a Date range label, a From date input, a To date input, an Apply button, and (once a range is committed) a Clear button. Pick a start and end date in yyyy-MM-dd format. The To input's minimum is your From date and the From input's maximum is your To date, so you cannot pick an inverted range. Apply is disabled until you have entered both dates with From on or before To. Click Apply to commit the range to the URL (?from=&to=) and refetch the dashboard for that window; the chart subtitle changes from Last 12 weeks to the explicit start to end range. Click Clear to clear the range and return to the default 12-week window. The range scopes the Emails Sent, Calls Made, and reply counts, the Conversion Rate reply figure, the Weekly Meeting Goals chart, and the Activity Trends chart. Meetings Booked, Meeting Breakdown, Recent Meetings, Contacts Enrolled, Active Campaigns counts, and the Contact Pipeline are all-time and do not move when you set a range, by design.
Read the KPI band
The KPI band is a hairline-divided strip of seven tiles. Meetings Booked shows total meetings set with the hold rate (meetings held divided by meetings booked) underneath; it is all-time and ignores the date-range picker. Potential Meetings shows the count of contacts in the interested (warm lead, not yet booked) status and links through to the Potential Meetings list at /platform/meetings/potential. Info Requests shows contacts in the asked for info status. Emails Sent shows total emails sent in the selected range with the reply rate. Calls Made shows total calls in the selected range with the connect rate. Contacts Enrolled shows currently enrolled contacts across the client's active campaigns with the campaign count. Conversion Rate shows meetings divided by contacts enrolled as a percent, with the reply count and bounce count underneath. For an explicit date range, only the range-aware tiles (Emails Sent, Calls Made, and the reply figure inside Conversion Rate) recompute.
Read the Weekly Meeting Goals chart
The Weekly Meeting Goals bar chart plots Set and Held meetings per week as paired bars against a dashed Goal reference line drawn from the current week's goal. The subtitle reflects the active range (Last 12 weeks by default, or your custom start to end window). Hover any week for a tooltip with the exact Set and Held counts. The chart respects the date-range picker: setting a range narrows the weeks shown and the subtitle updates. The goals themselves are set per client and per week elsewhere on the platform; this chart is read-only.
Read the Activity Trends chart
The Activity Trends area chart stacks Emails, Calls, and Meetings per week as three gradient areas. Like the goals chart, it honors the date-range picker and its subtitle matches the active range. For an explicit custom range the x-axis spans every week in the window you selected (including zero-activity weeks) so you see the full window, not just weeks that happen to have data; for the default 12-week view the axis is the union of weeks with data, unchanged. Hover a week for a tooltip with the per-channel counts.
Follow the activity timeline
Below the charts, the Activity section is a live timeline of recent outreach events for the selected client (sends, replies, calls, meetings, and status changes). It loads its own most recent 30-day window independent of the date-range picker. Use it to see what is happening right now without leaving the dashboard.
Review active campaigns
The Active Campaigns table lists the client's running campaigns with the assigned SDR, enrolled Contacts, total Emails, total Calls, and Set and Held meeting counts. Each row is clickable and opens the campaign at /platform/campaigns/[id]. The campaign name is also a direct link. The counts here are all-time per campaign, not scoped to the date-range picker. The section header shows how many campaigns are running.
Read the Contact Pipeline
The Contact Pipeline is a horizontal bar chart that counts the client's currently enrolled contacts by status, from Uncontacted through Attempting Contact, Asked for Info, Warm Lead Not Yet Booked, Meeting Set, Meeting Held, Rescheduling, and Client Handled, with objections rolled into one Objections bucket and anything else in Other. It reflects the current status mix across active campaigns and is not scoped to the date-range picker. Use it to gauge where the book sits in the funnel right now.
Read the Meeting Breakdown donuts
Meeting Breakdown shows two donut charts when the client has meetings. By Status splits meetings into Set, Held, Rescheduling, and Client Handled with the total in the center. By Source splits them by meeting source (Phone, Email, Website, Event) with the hold rate in the center. Both are all-time and ignore the date-range picker. The section only appears when the client has at least one meeting.
Review recent meetings
The Recent Meetings table lists the most recent booked meetings with the contact, company, set date, meeting date, source badge, and status. Each row is clickable and opens the contact record at /platform/contacts/[id]. A View all link in the section header opens the full Meetings list at /platform/meetings. This list is all-time and not scoped to the date-range picker. If there are no meetings yet, the section shows an empty state with an Open meetings link instead of the table.
What the buttons do
- Date range (From / To / Apply / Clear)
- The date-range picker in the Performance Overview header. From and To are native date inputs (yyyy-MM-dd); Apply commits the range to the URL and refetches the range-aware KPIs and charts; Clear (shown only after a range is committed) clears it back to the default 12-week window. Apply stays disabled until both dates are set and From is on or before To.
- Potential Meetings KPI tile
- The Meetings Booked tile is a static number, but the Potential Meetings tile is a link: clicking it opens the Potential Meetings list at /platform/meetings/potential showing the interested (warm lead, not yet booked) contacts for this client. The other KPI tiles are not clickable.
- View all (Recent Meetings)
- Link in the Recent Meetings section header. Opens the full Meetings list at /platform/meetings for the selected client.
- Campaign row (Active Campaigns)
- Each row in the Active Campaigns table is clickable (the whole row, or the campaign name link) and opens that campaign at /platform/campaigns/[id]. Keyboard users can focus a row and press Enter to open it.
- Recent meeting row
- Each row in the Recent Meetings table is clickable and opens the contact record at /platform/contacts/[id]. Keyboard users can focus a row and press Enter to open it.
- Go to Campaigns (empty state)
- When the selected client has no campaign data yet, the dashboard shows a single empty state with a Go to Campaigns button that opens /platform/campaigns/manage so you can create a campaign and enroll contacts.