The screen after you sign in
Signing in to 1pm lands you on Leads: the list of people waiting to hear back from you. There is no separate dashboard to pass through first.
This article covers why Leads is the first screen, and where to find the numbers a dashboard would show: how many bookings you have, what they are worth, and what is on this week.
Why Leads comes first
Leads is the one screen in 1pm where waiting has a cost. An unanswered lead goes cold quickly, so the app opens on the people expecting a reply from you and puts the time-sensitive work first.
The Leads row in the sidebar carries a badge counting everything actionable: new submissions you have not triaged, plus client replies waiting on you. It is visible from every page, so the number you most need is always in view.
Where the numbers are
- How many bookings, and at what status. The Events list answers this, filtered by status. The Events report gives the same counts over a date range, with values totalled at the foot.
- What the pipeline is worth. The Sales pace report shows booked and pipeline value by the month each event happens, split by status, with a year-on-year comparison. The Conversion funnel report shows where leads drop out between first contact and a confirmed booking. Both take a date range and export to CSV.
- What is on this week. The Calendar shows it in month, week, day, list or per-Space view. The Events list also sorts by date, and your calendar feed puts the same bookings in Google Calendar, Outlook or Apple Calendar.
The reports read three fields on each booking, so they are worth keeping current: Status (Lead, Tentative, Confirmed, Completed, Cancelled), Event value, and the event's start and end times.
If you want a summary screen
Tell us at [email protected]. How many people ask for one, and what they want on it, is what decides whether 1pm gets one.
Related articles
- Working the leads inbox covers the screen you land on.
- Reports covers where the numbers live, including Sales pace and the conversion funnel.
- The calendar covers the visual scheduler.
- The sidebar covers the navigation.
- Booking statuses covers the status field the reports read.