Calls placed: the number of call attempts during the period.
Useful conversations: calls that led to a conversation, not just an answered call.
Demos qualified and other conversions: statuses that indicate a strong business outcome.
The team, over the last 7 days: a comparison between the current and previous week.
The dashboard shows your personal metrics and the team's metrics. Team members can compare their activity without leaving Ubic. Admins get a quick overview before opening Reports for more detail.
The dashboard does not include advanced filters. To focus on a specific period, user, or list, open Reports.
Useful conversations are defined by the lead statuses configured for this purpose in Settings > Calls. Changing these statuses changes the count.
Dashboard metrics include relevant SMS activity, so some conversions may come from an SMS rather than a call. The totals remain consistent with the detailed reports.
