Admin / Owner — Full access including user management Operations — Full access to all data and sales, cannot manage users Scheduler — Sees all sales, can only edit their own. Logs sales as themselves Closer — Sees all sales, can only edit their own deals Content — Sees all active campaigns, uploads deliverables
Active campaigns
Upload work and mark deliverables complete
No active campaigns.
Year at a glance
Monthly revenue trend
💳 Payment report
Breakdown by platform
Revenue split
Platform comparison
📋 Daily tasks
Content team task board
No tasks yet.
📞 Lead tracker
Schedule calls and manage your pipeline
📅 Today's scheduled calls
No calls scheduled for today.
All leads
No leads yet. Add your first lead above.
Checking RingCentral connection...
📞 RingCentral call logs
Live call history from RingCentral
Loading call logs from RingCentral...
🤖 AI Call Analysis
Powered by Groq Whisper + Llama 3.3
Analyzing calls...
This may take 1-2 minutes per call. Please wait...
No analyses yet. Click "🤖 Analyze calls" to start.
Best times to call (prospect's local time)
Darker = higher answer rate. Based on your actual call data.
No area code data yet.
No team data yet.
🚧 Top objections
No data yet.
⚠️ Common weaknesses
No data yet.
📋 Daily coaching report
Click "📋 Generate report" to create an AI coaching report based on all analyzed calls.
🔧 System diagnostics
Running checks...
Check results
Running diagnostics...
Recent server errors
💡 How to fix
📁 Content review
All files uploaded by the content team
No uploads found.
Add new month sheet
Delete month sheet
Extend campaign
Add team member
Remove team member
Create user account
Edit user account
Delete user account
Change your password
Add daily task
⚠️ Names shown are user account names — they must have a content team login to see this task.