SDR Dashboard
Pitso cold-calling and handoff reporting with quarter-to-date conversion tracking.
Pitso SDR Dashboard
Track calls, appointments, attendance, handoff quality, and wins sourced by SDR outreach.
Calls Completed
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Goal: --
Attainment: --
Appointments Scheduled
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Goal: --
Attainment: --
Appointments Sat
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Goal: --
Attainment: --
Qualified Handoffs
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Goal: --
Attainment: --
Call to Appointment Conversion
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Goal: --
Attainment: --
Appointment Attendance Rate
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Goal: --
Attainment: --
Handoff to Won Conversion
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Goal: --
Attainment: --
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Quarterly SDR Goals
Set quarter goals one time and measure actual production against those targets.
Monthly SDR Goals
Set and lock monthly goals for the selected month. Graphs update from this month selection.
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Monthly Performance Graphs
Visual view of monthly goals versus actual output and conversion funnel movement.
Conversion Funnel
Integration Settings
Save SDR call tool and mailbox placeholders. Use refresh for sync timestamp updates.
Calling Tool: Not Connected | Email: Not Connected
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Quick SDR Entry
Log daily or weekly call output and handoff results.
Email Draft Helper
Generate a quick mailbox draft for follow-up or handoff messaging.
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| Metric | Goal | Actual | Attainment |
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| Sales Representative | Calls | Appointments Scheduled | Appointments Sat | Call to Appointment Conversion | Attendance Rate |
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| Date | Sales Representative | Calls | Scheduled | Sat | Handoffs | Company / Contact | Notes | Recording |
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Data source: Copy of Leads.xlsb and CRM workspace saved state.