Overview

Sales performance at a glance

Live

Outcome Distribution

Daily Call Volume (14 days)

Your scheduled Teams meetings + auto-detected follow-ups from recent calls. Click Schedule meeting to convert a detected follow-up into a real Teams meeting.
Detected follow-ups
Heuristic: calls in last 30 days whose action items mention callback / follow-up / schedule. Tap to convert into a meeting.

Extraction Batches

Rep Scorecards

Min 5 calls · sorted by AI score
Back to Reps

Score Breakdown · prospect conversations only

Calls where the rep reached a real prospect (no_contact_flag = FALSE). Gatekeeper / IVR / blocked calls are summarized separately below.

Score Trend (30 days)

Coaching focus

Outcome Breakdown

AI Coaching Report

Click "Generate Coaching Report" to get a personalised AI coaching analysis based on this rep's recent calls.
VIEW
FILTER
Callbacks you owe
Booked callbacks past-due with no follow-up yet — warmest leads first.

Top Objections

Buying Intent

Sentiment Trend (14 days)

Conversion by Call Duration

Top Coaching Flags

⚠️ Parallel Contacts

Prospects being contacted independently by multiple reps — needs coordination

Pick an event to see every prospect already contacted by any rep. Avoid double-calling.
Pick an event above to load the no-call list.
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First search loads the local voyage-4-nano model (~12s, one-time per server boot). Subsequent searches return in <500ms.
Custom range
AI
Sales Intelligence Assistant
Powered by Claude · Full access to call data + semantic search
AI
Hi! I have full access to your call data — ask me anything about rep performance, objections, specific calls, coaching patterns, or pipeline health.

Legend — flags, tags & statuses

All taxonomies the system uses. Values that come from a code constant are sourced live so this page can't drift from the source of truth.

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