Competitions
Current Week
Records
My Stats
LEADERBOARD
Active contests, streaks & wildcards
Outbound Today
Inbound Today
BKG YTD
BKG This Wk
Stack Tally
Notes Today
FEKs Today
LC Margin %
Best Outbound Day
Best BKG Week
BKG YTD
Stack Tally
Best Notes Day
Best FEKs Day
Best LC Margin %
⚡
Wildcard of the Week
Active Competitions
Streaks
Weekly Leaderboard
Create Contest
⚡ Wildcard of the Week
NOTES TRACKER
Log your daily hardcopy notes sent
Log Today's Notes
Recent History
| Date | Count |
|---|
MY FEKs
FEK history — send FEKs from The Stack
My FEKs
| Company | Contact | Industry | Sent | Followed Up | Response | Notes |
|---|
BROKERAGE VOLUME
Log your weekly brokerage numbers
Log This Week
My Weekly Production
Recent Weeks
| Week Ending | Volume |
|---|
LC's
Load coverage and margin performance
Upload TMS Report
Weekly Leaderboard
| Rank | Name ⇅ | Loads ⇅ | Revenue ⇅ | Cost ⇅ | Profit ⇅ | Margin % ⇅ | Avg/Load ⇅ |
|---|
My Performance
| Week | Loads | Revenue | Profit | Margin % | Fallout % |
|---|
DISPATCHER LEADERBOARD
| Rank | Name | Location | Loads | Inbound Answer % | Efficiency | Streak |
|---|
Stats will populate automatically once ViaTMS is connected
Dispatcher Contests
RECRUITING PIPELINE
Recruiting pipeline tracker and analytics
SNAPSHOT
REQUISITION ACTIVITY
| Role | Open | Needed | Screens | Interviews | Offers | Status | Opened | Target | Notes |
|---|
| Name | Role | Source | Stage | Screen | Interview | Offer | Offer Accepted | Start | 90-Day Review | Indeed/Google Review | Type | Status | Docs | Score | Notes |
|---|
| Name | Role | Start Date | 90-Day Review | Indeed/Google Review | Type | Status | Termination Date | Notes |
|---|
HIRING PRIORITIES
| Priority | Role | Target Start | Status | Notes |
|---|
NOTES / RISKS / CALLOUTS
ANALYTICS
MY ACCOUNT
Update your password
CHANGE PASSWORD
ANALYTICS
Compare performance across variables
DATABASE BASELINE
RECRUITING
DISPATCHER KPI
Upload Brokerage Activity Report
This Month
Sales
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Avg Margin %
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Total Loads
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Brokerage
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Current Week
Sales
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Avg Margin %
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Total Loads
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Brokerage
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Avg Talk Time / Dial
| Elite | 55 – 75 sec/dial |
| Target | 35 – 55 sec/dial |
| Below Average | 25 – 35 sec/dial |
| Red Flag | Under 25 sec/dial |
Select a metric and click "Run Report"
FEK Conversion Report
FEK Conversion Rate
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Non-FEK Conversion Rate
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📈
FEK prospects convert at -- higher rate than non-FEK
Rep FEK Performance
| Rep | FEKs Sent | Responses | Response Rate | Customers Won | FEK Conv. Rate | Non-FEK Conv. | Avg Days to Win |
|---|
FEK TRACKER
Track all FEKs across team - mailing and delivery status
| Rep | Company | Contact | Address | Industry | Date Sent | Response | Notes | Mailed Date | Delivered Date |
|---|
PERFORMANCE & OPS
Manage reps, goals, and operational settings
Add New User
After creating a user here, assign their role and tab permissions in Users & Roles.
Current Reps
| Name | Login | RC Extension | Type | Start/Goal | Status | Actions |
|---|
USERS & ROLES
Assign roles and manage tab permissions
All Users
Create users in Performance & Ops → assign roles here| Name | Username | Role | Permissions | Status | Actions |
|---|
Edit User
Streak thresholds only apply to brokers and coordinators
SETTINGS
RingCentral connection and system settings
RingCentral Authorization
Daily Report Email
CALL INTELLIGENCE
AI-powered call scoring & coaching insights
Dashboard
Rep Detail
Manual Pull
Last Run
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Scored Today
0
Total Scored
0
Backfill Progress
0/0
days
Rep Averages
| Rep | Calls Scored | Overall | Opening | Discovery | Objection | Close | Talk Ratio |
|---|
Total Calls
0
Avg Overall
—
Avg Talk Ratio
—
% rep speaking
Scored Calls
| Date | Duration | Direction | Overall | Talk Ratio | AI Summary |
|---|
Pull & Score Calls
0%
Queued...
SALES CRM
My Prospect Pipeline
My Stack
Master Stack
Company Dashboard
Audit Log
Lead Pipeline
Research
🔥0
prospects released today
GRAB FROM POOL →
My Stack
| Company | Contact | City, State | Industry | Status | Days | Touches | Qual. | Next Action | Follow-Up |
|---|
Pipeline Breakdown
All Prospects — Master Stack
| Company | Contact | City, State | Industry | Status | Assigned To | Days | Touches | Actions |
|---|
Rep Performance
| Rep | Outbound | Inbound | Notes | Prospects | Touches | Overdue | Conv. Rate | Releases | Closed |
|---|
Audit Log
| Time | User | Action | Target | Details | IP Address |
|---|
Lead Pipeline
Leads go directly to this rep's My Stack. Leave blank to send to Master Stack for anyone to claim.
Starting pipeline...
Leads Pulled
0
Avg Score
0
Loaded to CRM
0
Duplicates Skipped
0
Pipeline History
| Date | Run By | Provider | Industry | State | Leads Pulled | Loaded | Avg Score | Status |
|---|
0 of 50 enrichments used this month
Search for prospects using the bar above or click a template chip
Select a contact from the results to view details
Enrichment Limits
| Rep | Used This Month | Monthly Limit | Action |
|---|
Saved Search Templates
| Label | Query | Created | Action |
|---|
Call Disposition
TEAM BUILDER
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