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Firm Heartbeat β€” User Guide
Everything you need to get the most from your dashboard
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Lead Detail
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WHY
Welcome
Welcome to your
firm's dashboard.
We'll walk you through the 10 things that matter most β€” takes about 2 minutes.
πŸ›οΈFirm overview
πŸ“‹All leads table
πŸ”€Stage funnel
πŸ†Specialists
πŸ“‘Calls & coverage
πŸ’ΈLost revenue
πŸ“ŠROI by channel
πŸ—ΊοΈLead paths
πŸ“„Reports
βš™οΈSettings
βœ“
You're all set.
Your data is live. Every number on this dashboard is your firm's real information.
Start with All Leads to see who's in your pipeline, then check Lost Revenue to see what unanswered calls have cost you this year.