Hello! In this guide, we’ll provide a quick overview of the Sales Dashboard in LeadCenter.ai — the first screen you’ll see after logging in.

LeadCenter includes two main dashboards:

• The Sales Dashboard (covered in this article)
• The Marketing Dashboard (covered separately)

The Sales Dashboard is designed to give you real-time visibility into sales performance, operations, and account tracking — all from one central location.

Dashboard Layout and Navigation

When you open LeadCenter, the Sales Dashboard appears as your default view.
Across the top, you’ll find several key navigation elements:

• Contacts, Appointments, Tasks, and Notes buttons for quick access.
• A Dashboard switcher to toggle between the Sales and Marketing Dashboards.
• A Notifications icon displaying the latest updates.
• A Help button for quick access to support resources.
• And under your name in the upper-right corner, a personal menu with your profile and settings.

You’ll also find a Quick Navigation Menu, providing shortcuts to essential pages like:

• Sales Pipeline
• Contacts
• Accounts
• Notes
• Calls
• Emails

The Blue Side Menu

On the left side of your screen, you’ll see the blue navigation menu.
This menu gives you access to all sales and operational components in LeadCenter — ensuring you can reach any key area of your workflow with just one click.

Key Performance Cards

The top section of the Sales Dashboard displays several KPI (Key Performance Indicator) cards, providing an at-a-glance summary of your business performance.

These include:

• New Leads (Year-to-Date)
• First Appointments Kept
• New Clients
• Heads of Households (HOH)
• Leads Converted to Clients

The New Clients / HOH Year-to-Date metric is based on the Closed-At Date, showing whether conversions came from this year’s leads or from prior-year leads.

Production and Revenue Insights

Below the KPI cards, you’ll find production tracking and revenue details:

• Total Production (Year-to-Date): Displays combined AUM (Assets Under Management) and insurance production.
• Production Breakdown: Includes separate cards for
  • Year-to-Date Insurance
  • Year-to-Date AUM

Each card contains:

• Issued Amounts
• Pending and Forecasted Amounts

This provides a clear snapshot of both completed and in-progress production.

If your business has integrated custodians such as Orion or Black Diamond, you’ll also see a Current AUM Value card reflecting live AUM data retrieved directly from those platforms.

Finally, a Revenue Card summarizes your total revenue, calculated from:

• AUM Fees, and
• Insurance or Annuity Commissions entered into the system.

Daily Operations and Activity Tracking

Scrolling down, you’ll find a card summarizing daily and upcoming activities, including:

• Today’s Appointments
• Tasks
• Latest Captured Contacts
• Upcoming Events for the current week or year

Each of these items includes a quick-access button that takes you directly to its corresponding section for more detail.

Another card displays Recent System Activity, which logs:

• Text messages sent
• Cash distributions confirmed
• Created or updated tasks
• Timestamps showing when these updates occurred

This helps you monitor activity and follow up on recent interactions efficiently.

Purpose of the Sales Dashboard

The Sales Dashboard in LeadCenter is designed to:

• Provide a centralized view of your sales and operational performance.
• Help you track leads, clients, appointments, and revenue in real time.
• Offer quick access to frequently used tools and reports.

It serves as your daily command center — giving you everything you need to stay organized, productive, and focused on client growth.

Thank you!
That was a quick overview of the Sales Dashboard in LeadCenter.ai, your all-in-one hub for managing sales performance and daily operations.