LIVE
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Monthly Revenue
KES / month (MRR)
— active clients
Pipeline Value
KES in active deals
— open deals
Total Contacts
Leads + clients in CRM
— added today
Review Queue
Pending your approval
— expiring soon
Sales Pipeline
Recent Activity
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Today's Tasks
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Recent Workflow Executions
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All Contacts
BusinessContactIndustryStage StatusScoreLast ContactFollow-up
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Active Clients
BusinessPlanMRR (KES)Status OnboardingContract EndNPS
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Workflow Executions
WorkflowStatusStartedDurationMode
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Active Workflows
Workflow NameStatusNodesLast Run
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Pending Review
Awaiting approval
Approved Today
Sent automatically
Expiring Soon
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Recent Calls
TimeCallerDurationIntent BookedResolvedEscalated
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Upcoming Appointments
DateTimeNamePhoneServiceStatus
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Content Queue
TypeTitlePlatformsStatusScheduled
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Invoices
Invoice #ClientAmount (KES)DueStatus
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Overdue Invoices
Invoice #ClientKESOverdue By
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All Tasks
TitleProjectDuePriorityStatusAssigned
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