Dashboard (New Web)

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Dashboard

Screen purpose: Your home overview after login — see activity counts for the selected date range, recent team activity, a leaderboard, and (for managers) where reps are on the map.

CallProof Dashboard

• Filter by date (and by rep / market if you are a manager)
• Review KPI cards: Events, Outbound Calls, Tasks, Appointments, Emails
• Watch Recent Events as they come in
• Check the Leaderboard
• View locations on the map (team view for managers; your location / nearby contacts for reps)

Screen title: Dashboard

Browser title: Dashboard

Address: /dash/rep/

How to open the Dashboard

Option A — After login

1. Sign in to CallProof.
2. You are usually taken to the Dashboard at /dash/rep/ (after any required Terms of Service step).

Option B — Main menu / home

1. Click the Dashboard / home entry in the sidebar or menu.

Option C — Direct address

1. Go to your CallProof site and add /dash/rep/.
2. Press Enter.

Permissions

• You must be signed in.
• If you have not accepted the Terms of Service, CallProof may send you to /tos/ first.
• Reps see their own activity and map context.
• Managers and market managers can filter by Rep and Market, and see team locations on the map.

What you see on the screen

Filter bar

Control	Who sees it	What it does
Start Date / End Date	Everyone	Limits counts, recent activity, leaderboard, and map location window
Show Inactive Users	Managers / market managers	Switch the Rep list between active and inactive users
Select Rep	Managers / market managers	Focus the dashboard on one sales rep
Select Market	Managers / market managers	Limit the view to a market
Update	Everyone	Apply the filters
Clear	Everyone	Reset the dashboard search filters

Default dates: first day of the current month through today (until you change them).

KPI cards

Five clickable cards load counts for the selected filters:

Card	Opens
TOTAL EVENTS	Events list — /dash/events/
OUTBOUND CALLS	Call History — /calls/all/
TASKS	Tasks / Follow-ups — /followups/
APPOINTMENTS	Appointments — /appointments/
EMAILS	Email Inbox — /em/

Map

• Managers / market managers: markers for reps who have location data in the date range. Click a marker for more detail.
• Reps: your current location (browser may ask permission). May also show nearby contacts when available.

Recent Events

• Live-style feed of recent team activity (who did what).
• Names often link to the Events list or related account/event form pages.
• Refreshes automatically about every 60 seconds.

Leaderboard

• Rankings for the selected date range (and manager filters when set).
• Also refreshes with the Recent Events refresh cycle.

Why the Dashboard matters

Action	Purpose	When to use it
Scan KPI cards	See volume at a glance for the period.	Morning check-in / end-of-day review.
Filter by rep / market	Focus coaching on one person or territory.	Managers only.
Open a card	Jump straight into Events, Calls, Tasks, Appointments, or Email.	Drill into details.
Watch Recent Events	Spot new activity without opening every module.	Live team monitoring.
Use the map	See where the field team is (or was) during the date range.	Dispatch and coaching.

Filter the Dashboard

Dashboard date and rep filters

Steps — everyone

1. Set Start Date and End Date.
2. Click Update.
3. Wait for the KPI cards, Recent Events, Leaderboard, and map to refresh.
4. Click Clear to reset filters.

Steps — managers / market managers

1. Optionally check Show Inactive Users.
2. Choose a Rep and/or Market.
3. Click Update.
4. Confirm the cards and map reflect that selection.

Use the KPI cards

Dashboard KPI cards

Steps

1. Confirm your date (and rep/market) filters.
2. Read the five counts.
3. Click a card to open the related screen:

• • Total Events → Events
  • Outbound Calls → Call History
  • Tasks → Tasks
  • Appointments → Appointments
  • Emails → Email Inbox

Use Recent Events and the Leaderboard

Recent Events and Leaderboard

Recent Events

1. Scan the feed for new activity.
2. Click a user name or linked item to open more detail when available.
3. Leave the Dashboard open to let it auto-refresh.

Leaderboard

1. Review rankings for the filtered period.
2. Change dates or (as a manager) select a rep/market, then Update to refresh rankings.

Use the map

Dashboard map

Managers

1. Apply filters if needed.
2. Review markers for reps with known locations in the date range.
3. Click a marker to open location / user details.

Reps

1. Allow location access if the browser asks.
2. Confirm your position on the map.
3. Use nearby contact info when CallProof shows it.

Good to know

• If location permission is denied, the map may be limited.
• Map data depends on location history / current GPS for the selected period.

Related screen: Events list

Screen title: Events

Address: /dash/events/

Opened from the TOTAL EVENTS card (or from links in Recent Events). Use it for a fuller event list with its own filter. Export may be available from that Events screen when your company allows it.

Typical workflow

1. Open /dash/rep/ after login.
2. Confirm the date range (month-to-date by default).
3. Managers: pick a Rep or Market if needed → Update.
4. Scan the five KPI cards.
5. Check Recent Events and the Leaderboard.
6. Click a card or event link when you need details.
7. Use the map for field context.

Tips and important notes

• Dashboard is the main landing page for most users after login.
• Counts follow your filters — a narrow date range or one rep will change every card.
• Recent Events and Leaderboard refresh about once a minute while the page stays open.
• KPI cards are shortcuts; they do not replace the full module screens.
• Accept Terms of Service first if CallProof redirects you to /tos/.
• Allow location for the best map experience, especially as a rep.

Need help?

• Cards show blank or zero: widen the date range and click Update; confirm activity exists for that period
• Cannot see Rep / Market filters: those appear for managers and market managers
• Map empty: check date range, location history, and browser location permission
• Sent to Terms of Service: accept TOS, then return to the Dashboard
• Other issues: email support@callproof.com