The Lead Claims Dashboard gives you a complete view of your team's lead handling activity. From first-to-claim patterns to pond releases, you'll see exactly how leads move through your organization.
💡 Monitor crucial agent behaviors: first-to-claim patterns, pond lead activity, reassignments, and releases. This dashboard helps identify both proactive agents and potential lead management issues.
Dashboard Overview
Get a birds-eye view of all lead claim activity across your organization. The dashboard shows you everything from initial claims to lead releases in one centralized view.
Filtering Your View
- Available filters:
- Agent selection
- Pond filtering
- Claim type filters:
- First to Claim
- Pond Claim
- Reassigned
- Released to Pond
- Tags
- Lead source
- Date range selection
Agent Performance Metrics
- Track key metrics for each agent:
- FTC (First to Claim) activity
- Pond claim patterns
- Reassignment tracking
- Lead releases to pond
Lead Claims History
- Monitor lead movement:
- Lead movement tracking
- Agent transitions
- Pond assignments
- Lead stage monitoring
Each component provides unique insights into your team's lead handling patterns and efficiency
Lead Details View
- Track lead movement history:
- See when leads were initially claimed
- Track reassignments between agents
- Monitor releases to ponds
- View exact timestamps of each action
💡 Click "View Details" on any lead to see its complete history and movement through your business