📋Lead Overview
Lead Overview gives you a single, account-wide table of the leads delivered across every client and campaign — so you never have to click into each workspace to see how a client is doing. Set a weekly or monthly quota per campaign and Lead Overview flags at a glance who's ahead of pace and who needs attention.
Lead Overview is available on the Agency plan. It rolls up data across all the workspaces you own. On other plans, opening the page shows a preview of the feature with an option to upgrade.
Open the workspace switcher at the top of the left sidebar and choose Lead Overview — it's listed under Agency, above your workspaces. This takes you into the Agency area: the sidebar switches to agency-wide pages, with a Workspaces list for jumping straight into any client.
How Leads Are Counted
A lead is a real, non-spam contact — combining both channels into one number:
✅ Phone calls — every tracked inbound call (a missed call still counts as a lead; the client can call back)
✅ Web forms — every non-spam form submission
Spam and junk are removed from the lead count and reported separately, so the number you see is business you actually delivered.
Times and day boundaries follow each campaign's timezone where possible. See Campaign Timezone.
Portfolio Scorecards
The cards at the top summarise your whole portfolio for the selected period:
Portfolio leads
Total leads across every client, with the change vs the previous period
Clients on target
How many campaigns are meeting or beating their pace (e.g. "7 of 12")
Spam filtered
Total spam kept out of your reports — proof of the value you add
Revenue
Attributed deal value, when lead values are recorded
The Roll-Up Table
Each row is one campaign. Click a column header to sort; by default the campaigns furthest behind their goal appear first, so the ones needing attention rise to the top.
Client
Campaign name and the client workspace it belongs to
Leads
Combined phone calls + web forms for the period
Δ vs prev
Change compared to the previous period, up or down
Trend
A sparkline of the last several periods so you can see the shape of the trend
Goal
A progress bar with the count and percentage (e.g. "34 / 50 · 68%")
Status
A colour-coded pace flag (see Status Explained)
Spam
The share of contacts that were filtered as spam
Drill into a row: click the arrow on the left of any campaign to expand it and see the split — Phone calls, Web forms, and Spam filtered — plus a shortcut to set the quota.
Setting Quotas
Quotas are the delivery targets you've agreed with a client. Once set, the campaign's Goal and Status are calculated automatically.
You can also set quotas from the campaign's own settings page, or update several at once — whichever is quicker for you.
Status Explained
Status is pace-aware: it compares leads delivered so far against what should have been delivered by this point in the period — not the full-period target. That way a campaign three days into the month isn't unfairly marked "behind."
▲ Over target
Comfortably ahead of pace — a candidate for an upsell or case study
● On track
Meeting or beating the expected pace
◆ At risk
Slightly behind pace — worth a look
▼ Behind
Well behind pace — needs attention
No quota
No target set yet, so pace can't be measured
Each status pairs a colour with an icon and label, so it stays clear even at a glance.
Filtering & Grouping
Use the toolbar above the table to focus the view:
Period — switch between This week, This month, and This quarter
Status filter — choose All statuses, or narrow to just Off-target only (Behind + At risk) to get a short action list
Group by client — group campaigns under their client workspace, handy when a client has several campaigns
The status filter and grouping update instantly without reloading. Changing the period refreshes the figures.
On Mobile
On a phone, the table becomes a stack of cards — one per client — showing the lead number, trend, goal progress, and status, so you can check performance on the go.
How Lead Overview relates to Scheduled Reports
Lead Overview is your internal, at-a-glance view for managing the whole portfolio.
To send those numbers to your clients automatically as a branded email, use Scheduled Lead Reports — they use the same lead definition and quota pacing.
Set your quotas in Lead Overview.
Create a scheduled report per client so they receive a weekly or monthly snapshot.
Last updated