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Activity Dashboard
Signals, clients, and data at a glance
Showing MeEveryoneSpecific user... ▾
●Got an idea?Updated 4m ago
Clients31
Contacts48.2K
Companies12.6K
Campaigns9
ICPs64
Enriched71%
Enrolled3,418
Campaign PerformanceFiltered view · All time
LinkedIn
2,960 connection requests
Acceptance31%
Reply rate9%
Messages sent1,742
Replies157
Email
4,215 sent
Open rate44%
Reply rate4%
Delivered99%
Bounced1%
Unibox ActivityFiltered view · Last 30 days
27 conversations with prospects & contacts need your reply
Campaign BreakdownFiltered view · All time
| Campaign | Channel | Status | Enrolled | Sent | Replied | Reply % |
|---|
Activity FeedWhole workspace · Recent
⌂ › Agencies
AgenciesOverviewRenewals+ Add Agency
Total agencies76 active
Active686% of total
Downstream clients24across your sub-agencies
Inactive1
Network credits212,480held across agencies
14-day new clients3
Search agenciesStatus: All Statuses ▾Sort: Name A-Z ▾↓ Export
⌂ › Clients
ClientsICPsHealthCreditsBDR TrackerRenewals+ Add Client
Total clients31+2 this week
Active1961% of total
In onboarding8
Inactive1
Tech only3
Total contacts48.2Ksummed across client accounts
14-day new clients4
Search clientsStatus: All Statuses ▾FilterSort: Name A-Z ▾↓ Export
⌂ › Deals
PipelineCommissions
PipelineMain Pipeline · default · 14 deals ▾KanbanListShow archived↓ ExportManage+ New Deal
Search deal, contact, company...All owners ▾All sources ▾All tags ▾All health ▾Days in stage:minmax
Open pipeline$412.6K11 deals
Weighted$148.9Kprobability-adjusted
Won (MTD)$64.2K3 deals
Stuck 14+ days218% of open
14-day won value$38.5K
⌂ › Unibox
All 27LinkedIn 18Email 9BlitzInternal+ New
Search conversations... (press /)
FocusedOtherRepliedUnread
Today
Dana Whitfieldvia LinkedIn✦ Summarize
Yesterday
You · 4:12 PM
Hi Dana, congrats on the new CFO role at Lakeshore Logistics. Most finance leaders we talk to in year one are re-checking benefits renewals before open enrollment. Worth comparing notes?Today
Dana Whitfield · 9:41 AM
Thanks! Timing is good actually. Our renewal came in at +14% and I have not had a chance to dig in. What would a review involve?✦ Tell the AI what to say...✦ Write it
Suggested reply is in the box below. Change anything you like. Nothing is sent until you press Send.
Hi Dana, a +14% renewal is exactly where a second look pays off. A review is a 20-minute call: we look at your plan design and claims trend, then show two or three options. Does Thursday at 10 or 2 work?
DW
Dana WhitfieldProfile 82%
✦ Enrich Contact+ Log activity
LeadCustomerNot interestedWrong contact
CampaignsNew Role - CFO - 50+ · step 2 of 5
+ Add to campaign+ Add to workflow
OverviewNotesListsActivity
Job titleChief Financial Officer
CompanyLakeshore Logistics
IndustryTransportation
Company size201-500
⌂ › floStudio
WorkflowsPerformance✦ Build with ArchitectTemplates
CampaignsWorkflows
Total campaigns94 active · 4 draft · 1 paused
Active4currently deployed
Sent (wk)612
Replies (wk)38+9 this week
Paused1
14-day sends1,184
Search campaignsAllDraftActivePausedCompletedArchivedChannel: All Channels ▾
FoldersAll campaignsUnfiled📁 Benefits renewals📁 New-role triggers
⌂ › Contacts
All ContactsListsDedupImports & ExportsLinkedIn CoachTrash
Total contacts48.2K+1.9K this week
Enriched34.1K71% of total
Pending enrichment640
With email39.7K
With LinkedIn44.5K
14-day imports3,260
Search contacts...FilterTools ▾Columns+ Add↑ Import
| Name | Mobile phone | Industry | Work email | Grade |
|---|
⌂ › Companies
Total companies12.6K
With domain11.9K
With contacts8,412
Industries38
14-day new420
Search companies...FilterColumns↑ Import
| Company | Industry | Employees | Location | Contacts | Open deals |
|---|
⌂ › Reports
OverviewReportsReport WriterIssuesActivity
ShowingMy activity ▾All clients ▾Last 7 daysLast 30 daysLast 90 daysCustom↓ Export ▾
Messages sent1,742
Connection requests960
Connections accepted298
Emails sent1,388
Email bounces11
Email opens611
Email clicks47
Replies96
Meetings booked23
Daily activitySame scope as the cards. Click a day to see its sends.
Meetings bookedMessages sentReplies
⌂ › Tools
✦ Ezra
✦Try: What needs me first? (press Tab)➤
Interactive replica of the grobot Command Center. All names, companies and figures are fictional sample data.
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Command Center
Dashboard
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31
Clients
$412K
Open pipeline
48.2K
Contacts
71%
Enriched
AI Activity
Live
Enriched 212 contacts
ProspectIQ · 2m ago
Replies need you: 27
Campaigns · 5m ago
14 workflow runs completed
Pipeline · 12m ago
Agencies
6 active · 24 downstream clients
HB
Harborline Benefits Group
Active
SR
Summit Ridge Advisors
Active
NI
Northgate Insurance Partners
Active
CH
Copperfield HR Solutions
Active
Workflows
New Role - CFO - 50+ · 1,412 contacts
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LinkedIn Message
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AI Email - Renewal angle
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