Introduction
The Dashboard tab is the first screen you see when logging into SalesRevv. It provides a clear overview of your sales activity, tasking, and lead progress, making it easy to monitor performance at a glance.
What the Dashboard Does
Displays key metrics like prospects, class utilization, funnel stats, and lead qualification.
Allows you to customize the date range for the data you want to see.
Breaks down activity across tasks, messages, prospects, and members.
Visualizes your pipeline with a true sales funnel view.
Navigating the Dashboard
Date Range Selector (top right): adjust what time period you want to analyze (e.g., this month, last 3 days).
Overview Section (top center): see quick stats on prospects, utilization, funnel numbers, and more.
Tabs across the top:
Tasks & Messaging → activity breakdown.
Prospects → insights on leads, including qualified vs. non-qualified.
Members → breakdown of current members.
Tasking Breakdown (lower section):
Double-click to drill down by day.
Tasks are color-coded:
🟢 Text messages
🟠 Emails
🔴 Phone calls
⚪ Skipped tasks
Funnel & Ribbon Chart
Ribbon View: An advanced visualization that goes beyond a simple funnel.
Shows how prospects move through stages like booked, canceled, no-show, attended, purchased, or Missed Sale.
Percentages represent outcomes for leads that entered within the selected timeframe (true 30-day model).
Pro Tips
Always adjust the date range before reviewing — it ensures accuracy for the period you care about.
Use the qualified vs. non-qualified breakdown to focus on high-value leads.
Rely on the task color coding to quickly identify which outreach channels are most active.
Remember: the SalesRevv funnel is a true funnel, showing how prospects move through each stage during a specific time period.