Summary stats
At the top of the dashboard, four cards give you a quick read on overall performance:Total doors
The total number of status changes (knocks) recorded in the selected time period. Each time a rep updates a prospect’s status, it counts as a knock.
Team size
The number of unique reps who recorded at least one knock in the current filtered view.
Conversion rate
The percentage of total knocks that resulted in a “Contract Signed” outcome. Calculated as contracts divided by total doors.
Avg. doors/rep
Total doors divided by the number of active reps — a quick measure of individual workload and output.
Activity chart
The activity chart shows doors knocked and leads generated per day over the selected time window. Use it to spot high-activity days, identify slow periods, and see the impact of specific campaigns or days in the field. The chart subtitle updates to reflect the active date range filter (for example, “Doors & leads — last 7 days”).Time filters and sidebar filters
Click Filters in the top right of the dashboard to open the filter sidebar. You can filter the entire dashboard — every chart, stat, and table — by:- Date range — Last 3 days, Last 7 days, Last 30 days, or a custom range
- Status — Limit to knocks with a specific lead status outcome
- Rep — Focus on one or more team members
- Tag — Scope to prospects with a specific tag
Status breakdown
The status breakdown chart is a donut chart showing the distribution of all knocks across every lead status. Each slice is colored to match that status’s configured color from Settings → Lead Statuses. Hover over a slice for the exact count. This chart is useful for understanding what outcomes your team is generating most — for example, how many doors result in “Not Home” versus “Interested” versus “Contract Signed”.Rep performance
The rep performance chart is a horizontal bar chart ranking each team member by total doors knocked in the selected period. Use it to identify your top performers and spot reps who may need extra support or coaching.Rep names are shown as first names in the chart for readability. Hover over a bar to see the full name and exact door count.
Conversion funnel
The conversion funnel tracks prospects from their first knock through to a signed contract, showing drop-off at each stage:- Doors knocked — total status change events
- Leads — knocks resulting in a hot-lead status (Hot Lead, Appointment Scheduled, Contract Signed, or Referral)
- Appointments — knocks resulting in Appointment Scheduled or Contract Signed
- Contracts — knocks resulting in Contract Signed
Role-based access
Admins and owners see analytics for the entire team across all reps. Sales reps see only their own knocks and prospects. If you are a rep and the dashboard appears empty, check that you have recorded status changes on your assigned prospects.
