Pick the team and the dates
Lena switches from her own account to Northwind Sales and sets the range to Month to date. The dates count by booking start time unless she picks Created at.
The month in two cards
Performance shows ratings, no-shows and CSAT against October. Events splits November's 130 bookings into completed, upcoming, rescheduled and cancelled.
Day by day
Event trends draws the bookings scheduled each day and the ones that got cancelled. Lena turns the other lines off in the legend to keep the chart readable.
Who took the calls, and which ones
Lena took the most bookings, 44. Tobias, the newest rep, tops Most cancelled with 4. Discovery call is the busiest link with 84 bookings.
Where the form sent people
The Routing tab follows the Talk to sales form: 112 responses, 84 with a booking, and how many calls each rep got per week. Lena asks Tobias to look at his cancellations on Thursday.


