Overview
The Dashboard is your per-client home in the platform. Pick a client in the switcher to see lifetime performance (meetings booked, potential meetings, info requests, emails, calls, contacts, conversion), weekly meeting goals, 12-week activity trends, contact pipeline, meeting breakdown, recent meetings, and a live activity timeline. Use the header search bar (or press Cmd+K / Ctrl+K) to jump to contacts, campaigns, meetings, or client deals for the selected client. The Potential Meetings tile in the Performance Overview is clickable and drills straight into the Potential Meetings list. Tap ? for step-by-step guidance or to ask Buzz about your own campaign and meeting results when you are logged in as a client.
How to use this page
Select a client
Use the client switcher in the top right to choose the deal you want to view. Everything on the Dashboard, including header search, is scoped to that one client. If no client is selected, the page shows a Select a client prompt instead of data. While the heavy metrics load, a skeleton of the KPI band and charts shows in place of a blank page.
Search from the header
Click the search bar in the top bar or press Cmd+K (Mac) or Ctrl+K (Windows). Type at least two characters to search contacts, campaigns, meetings, and client deals for the selected client. Results group by type. Hover or arrow through a row to see a live preview with key fields and quick actions (Open contact, Campaign, Dialer, Deal room, and more). Press Enter or click a row to open it. Recent picks appear when the field is empty. Search is scoped to the client in the switcher.
Read the Performance Overview
The top stat band summarizes the client's program: Meetings Booked (with hold rate), Potential Meetings (contacts in the Warm Lead, Not Yet Booked status), Info Requests (contacts who asked for more information), Emails Sent (with reply rate), Calls Made (with connect rate), Contacts Enrolled (across campaigns), and Conversion Rate (with replies and bounces). Potential Meetings and Info Requests sit side by side as two separate numbers. These are lifetime totals for the selected deal. The Potential Meetings tile is clickable: it opens the Potential Meetings page, the list of interested prospects behind that count, so you can chase them right from the dashboard.
Track goals and trends
Weekly Meeting Goals charts the meeting target versus meetings set and held each week, with a Set and Held legend. Activity Trends overlays calls, emails, and meetings over the last 12 weeks so you can see momentum. Empty charts mean no goals or activity have been recorded yet.
Review the activity timeline
The Activity section shows total events for the range with a volume chart and a Type Breakdown you can filter by event type (responses, emails sent, meetings, and more). Use the range dropdown (for example 30 days) to change the window. Click the Refresh button to pull the latest events; it spins while loading and shows an error toast if the refresh fails. Check or uncheck event types to focus the breakdown.
Dig into pipeline and meetings
Lower on the page, Contact Pipeline shows where enrolled contacts sit by status, Meeting Breakdown splits meetings by status and by source, and Recent Meetings lists the latest booked meetings with set date, meeting date, source, and status. Every Recent Meetings row is clickable and opens that contact. Use the Active Campaigns table to compare campaigns on contacts, emails, calls, and meetings held; click any row to open that campaign's detail page.
Ask Buzz in the help drawer
Tap the ? button at the bottom right, then Ask about this page. Buzz answers how-to questions from the guide. When you are logged in as a client, Buzz can also share factual summaries for your own account: campaign names, statuses, contacts enrolled, and booked-meeting counts. The assistant is read-only; ask your SalesHive strategist for changes.
What the buttons do
- Platform search (header)
- Center search bar on every platform page. Searches contacts, campaigns, meetings, and client deals for the selected client. Shortcut: Cmd+K or Ctrl+K. Shows grouped results, keyboard navigation, and a hover preview panel with quick actions.
- Search preview actions
- Buttons in the preview panel depend on the result type: Open contact, Campaign, Dialer, All meetings, Deal room, and similar shortcuts without leaving search.
- Clear search
- X inside the search field clears your query so you can start over or see Recent picks.
- Client switcher
- Top-right dropdown that selects which client's dashboard and search results you are viewing. All metrics are scoped to the selected deal.
- Performance Overview band
- Lifetime KPIs for the selected client: meetings booked, potential meetings (warm leads not yet booked), info requests (asked for info), emails sent, calls made, contacts enrolled, and conversion rate.
- Potential Meetings tile
- Counts contacts in the Warm Lead, Not Yet Booked status. The tile is clickable and opens the Potential Meetings page, the drill-down list of those same prospects. You can also reach that page under Meetings in the sidebar.
- Info Requests tile
- Counts contacts who asked for more information. A separate number from Potential Meetings, sitting right beside it in the band.
- Active Campaigns row
- Each row in the Active Campaigns table is clickable and opens that campaign's detail page. The campaign name is also a direct link.
- Recent Meetings row
- Each row in the Recent Meetings table is clickable and opens the contact record for that booked meeting.
- Activity range dropdown
- Sets the look-back window (for example 30 days) for the activity volume chart and type breakdown.
- Refresh activity
- Pulls the latest activity events. The icon spins while loading; if the refresh fails you get an error toast instead of a silent no-op.
- Type Breakdown filters
- Checkboxes that include or exclude event types (responses, emails, meetings, reminders) from the activity view.
- ? Help
- Opens the page guide and Ask about this page chat. Clients can ask Buzz about their own campaign and meeting results in addition to how-to help.