SX
Welcome
Today's Numbers
Type your counts — auto-saves as you go
Leads Picked
✓ Saved
Connected
✓ Saved
Pitched
✓ Saved
Closed
✓ Saved
Your Conversion Rates · Last 30 Days
Active Deals — Who You're In Talks With
SX
Owner Dashboard
Agency Overview
Today's snapshot and 30-day performance
Agency Funnel · Last 30 Days
Rep Performance · Last 30 Days
Rep Picked Connected Pitched Closed Connect % Pitch % Close % Active
Daily Numbers
Day-by-day team breakdown
Rep Picked Connected Pitched Closed Connect % Close %
All Active Deals
Pipeline across the entire team
Lead Company Rep Status Value Last Updated
Lead Generation Team
Scraper performance and handoffs to sales agents
Scraper Performance · Last 30 Days
Scraper Leads Pulled Handed Off Connect Rate Today Pulled Today Handed
Scraper → Agent Handoff Matrix · Last 30 Days
Scraper ↓ / Agent → Total
Daily Lead Gen Breakdown
Scraper Pulled Handed Off Connect Rate Lucas Mike Frank Abraham
Revenue
Won deals — your numbers
Won Deals Log
Date Client Service Type Value Closed By Action
Settings
Manage your team and data
Sales Reps & PINs
Lead Gen Team & PINs
Owner PIN
Backup & Restore

Export a backup weekly. Your data lives in the browser — exports are your safety net.

⚠ Danger Zone — Clear Data

Each option below permanently deletes a specific type of data. Export a backup first if you want to keep a copy.

Clear Daily Numbers
Wipes all agent daily stats (picked, connected, pitched, closed). Reps and deals stay.
Clear Lead Gen Stats
Wipes all scraper daily stats and handoffs. Scrapers stay.
Clear All Deals
Removes every deal across all reps. Daily numbers stay.
Clear Revenue Log
Deletes all won deal entries. Daily numbers and active deals stay.
⚠ Reset Everything
Wipes all data — numbers, deals, revenue, lead gen stats. Reps and scrapers (with their PINs) are kept.
SX
Welcome
Today's Lead Generation
Log leads pulled and handoffs to sales agents — auto-saves
Leads Pulled Today
✓ Saved
Connected to Agents
0
Auto-summed from handoffs
Connect Rate
0%
Pulled → handed off
Handoffs to Sales Agents
How many of today's leads you connected to each agent
Total Handed Off Today
0
Your Performance · Last 30 Days
Your Handoffs by Agent · Last 30 Days