Commercial picture
Fees and weighted pipeline bring your desk’s priorities into view.
- Fees this quarter
- Weighted pipeline
- Offers and interviews
Dashboard
See what is moving. Act only where needed.
The dashboard gives agency teams one view of active missions, agent work, pipeline movement and decisions waiting for a person.
At a glance
A control surface, not another task list.
The dashboard compresses the operating picture into four questions: what is open, what changed, what needs attention and what the agents did. The screen above is illustrative: names, activity and figures are examples, not customer telemetry or a performance result.
Needs attention
Exceptions and approvals are separated from work that can continue.
- Named owner
- Reason for handover
- Context attached
Agent activity
Review what each specialist changed and the evidence it used.
- Action and timestamp
- Source context
- Policy state
Weekly calendar
Keep upcoming conversations in the same operating picture.
- This week’s interviews
- Candidate context
- Connected missions
Example journey
How a working day appears in the dashboard.
One hour on the dashboard, from new brief to logged decision: agents prepare the groundwork, a single conflict reaches the person who can settle it, and in-policy work keeps moving while they do. Names, times and figures here are illustrative, not a customer result.
- 08:45
Agents prepare
A new brief is structured and known candidates are reassessed.
- 09:10
One exception arrives
A relationship conflict is routed to the mission owner with both sources.
- 09:15
Other work continues
In-policy profiling and an approved campaign keep moving.
- 11:00
The recruiter takes over
The owner resolves the relationship question and the decision is logged.
Continue exploring
Follow the records behind the dashboard.
See how missions, sourcing, rediscovery, campaigns and oversight connect.
Explore the platform