Dashboard
See the work arriving in your business and choose the next conversation, appointment or campaign to follow up.
In the CRM: Dashboard
Start with the business picture
The Dashboard brings together the account’s leads, clients, team activity and communication summaries. Use it to decide what needs attention, then open the relevant records to take the next step.
For a home-services business, this might mean checking new enquiries from an ad, seeing which teammate has the booked consultations and following up on a missed conversation. For an agency selling leads or calls, the buyer and campaign panels help connect delivery to the receiving team.
Understand the summary cards
| Card | How it helps |
|---|---|
| Total Leads | Compares owned and shared lead records. View Leads opens the working list. |
| New Leads | Shows the lead count for the last 30 days. |
| Clients / Groups | Shows the customer and contact-group counts, with links to their lists. |
| AI Agents | Separates inbound and outbound AI agent counts. View AI Agents opens their setup. |
| Total Users | Shows the team account count and a See All Users link. |
| Time | Shows the clock and configured time-zone label. Change opens your profile settings. |
| Wallet Balance | Shows available Mango9 wallet funds. + Add opens the balance and top-up controls. |
See the people behind the work
My Users links to the team list. Top Appointments shows appointment activity by user. Leads & Clients by User helps you see who owns, receives or shares the records. Use these panels to check that incoming work is reaching the people responsible for it.
Additional panels can show email activity, connected accounts, top buyers, call and text statistics, voicemail, missed conversations and upcoming events. The panels you see follow your account’s dashboard layout.
Choose your dashboard layout
For a sales team, keep new leads, appointments and missed conversations easy to find. For a campaign owner, bring buyer activity and communication results higher in the layout.
- Select Customize beside Dashboard Overview.
- Choose the dashboard layout you use, then select and order the panels in Dashlets.
- Save the layout and return to Dashboard.
- Use the links on a panel to open the underlying records when a count needs investigation.
Build the marketing journey behind the numbers
Telnyx is your carrier for business numbers, calls and text messages. Connect it, buy the campaign numbers and assign extensions to staff and buyers before relying on the calling workflow.
Configure AI agents with the numbers, business instructions and booking tools needed for their job. They can support the configured call or SMS conversation, while templates and workflows connect the enquiry to its next follow-up. The Dashboard then helps the business follow the resulting activity.