Your dashboard shows a few headline numbers. Here is exactly what each one means, so you never have to guess what is being counted.
Sales Closed and Calls Booked
The income card can show a few views, which you switch with the toggle in its corner:
- Sales Closed: your revenue from completed, non-refunded sales.
- Calls Booked: how many calls your agents booked, not counting cancellations.
- A combined view that shows both side by side.
Each shows the last 30 days alongside your lifetime total, so you can see recent momentum and the big picture. The numbers reflect the channel you are currently viewing.
Test conversations are not counted. Anything that came from testing your agent is left out of Sales Closed, the same way it is already left out of your other dashboard numbers. If your sales figure dropped slightly and nothing else changed, test purchases no longer being counted is the likely reason, and the new figure is the accurate one. See Test your agent before going live.
Why the channel numbers can add up to less than the total. A sale is tied to a channel through the conversation it came from. A handful never can be, usually because there was no conversation behind them or the conversation has since been cleared. Those sales are real and they are in your workspace total, they simply belong to no single channel. So if you add up each channel and land under the workspace figure, nothing is missing.
Time Saved
The Time Saved card estimates how much time your agents saved you by handling conversations: 2 minutes for every message they sent on your behalf, plus 10 minutes per booked call and 15 minutes per closed sale.
Days here are 8-hour workdays, so "1d" means a full day of work you did not have to do, not 24 hours on a clock. It is meant as a rough sense of the load your agents are carrying, not an exact stopwatch.
The initiative numbers on your profile card
Your profile card also shows three initiative stats, and their names spell out exactly what they count:
- Agent Conversations: conversations started by initiatives that use a sales agent. Direct link sends are deliberately not in this number, so it reflects real conversations.
- Agent Conversions: how many of those turned into a win.
- Agent Conversion Rate: the share of those conversations that converted.
These are named "Agent" on purpose, to keep them distinct from Sales Conversations, which is the metered number your plan is billed on. See What counts as a Sales Conversation.
Each stat has a little info tooltip on the dashboard confirming its scope, so what you read here always matches what you hover there.
Tips
- These dashboard numbers are a quick pulse. For sale-by-sale detail, head to the Earnings page; for one automation's performance, open that initiative's metrics.
- If you run more than one account, remember the cards reflect the channel you are currently in. Switch channels to see another.