Reading your analytics dashboard
DispoStack gives you two analytics surfaces: the Dashboard (quick at-a-glance widgets) and the full Analytics page. Here's a friendly walkthrough of what everything means and how to use it.
The Dashboard additions
Your main dashboard has three sections below the stat cards.
This week activity strip
Three numbers that tell you how busy your team has been since the start of the current week:
- New leads — how many seller leads came in this week, with an arrow and percentage showing whether that's up or down vs. last week.
- Tasks done — how many tasks your team completed this week.
- Offers sent — how many offer records were created this week.
Use this strip for your Monday morning check-in. If new leads are trending down week-over-week, it may be time to dial up your marketing.
Lead pipeline
A horizontal bar chart showing how many leads are in each stage right now:
New → Contacted → Qualified → Appointment → Offer → Contract → Closed
The small percentages between stages (e.g. "42% converted") show what fraction of leads from the previous stage made it to the current one. Low conversion between Contacted and Qualified typically means lead quality or follow-up speed needs attention.
Needs attention
This card flags things that may be slipping through the cracks:
- Overdue tasks — open tasks whose due date has already passed. Click to go straight to your tasks list.
- Stale leads — active leads with no activity in 7+ days. These are leads that haven't had any field updated — a signal to follow up.
- Stale transactions — deals that have been sitting in the pipeline for 14+ days. Up to 3 are shown; click to view all transactions.
When everything is on track the card shows a green "All clear" state.
The Analytics page
Go to Analytics in the left sidebar (between Dashboard and Leads).
Time range selector
Use the 7 days / 30 days / 90 days / All time buttons in the top-right to change what period the charts show. The default is 30 days. The range you pick is saved in the URL so you can bookmark it or share a specific view with a teammate.
KPI row
Six headline numbers across the top:
| KPI | What it means |
|---|---|
| Leads received | Total leads that came in during the period |
| Qualified rate % | How many leads progressed past initial contact (reached Qualified status or further) |
| Offers made | Number of offers created in the period |
| Contracts signed | Leads that reached Contract or Closed status |
| Deals closed | Completed transaction records in the period |
| Total profit | Sum of profit on closed transactions (revenue minus closing costs) |
If you're just getting started, most of these will be 0 — that's normal. They fill in as you work leads and close deals.
Leads over time (area chart)
Shows daily lead volume across your selected range as a line with a light blue fill. Hover over any dot to see the exact count for that day.
Use this to spot patterns: weekday vs. weekend intake, the impact of a new marketing campaign, seasonal trends.
Leads by source
A horizontal bar chart ranking your lead sources by volume. "Manual" means leads added directly in the app. Other sources (cold call, direct mail, website, etc.) come from the source field you set when adding a lead or from your intake form.
This is your marketing ROI view: which channels are delivering the most leads?
Lead status distribution (donut)
A donut chart showing how your current leads are distributed across pipeline stages. The legend on the right shows counts and percentages.
A healthy pipeline has a wide "New/Contacted" base and a meaningful number reaching "Qualified" and beyond. If almost everything is stuck in "New," it may mean your team needs more follow-up capacity.
Pipeline value by stage
Horizontal bars showing the total assignment fees locked up in each transaction stage. This is a snapshot of your open pipeline — it doesn't filter by date range.
The total pipeline value is shown at the bottom of the chart. This matches the "Pipeline $" stat card on the main dashboard.
Tips for getting the most out of analytics
- Set the source field on every lead — even if it's just "cold call" or "referral." It makes the Leads by source chart much more useful.
- Record profit when you close a deal — the Total profit KPI only counts deals where you've entered the final revenue and closing costs.
- Check Needs attention every Monday — a five-second scan can prevent a deal from falling through the cracks.
- Use 90-day range for trend analysis — 7 days has too much noise; 90 days shows real patterns.
A note on data freshness
Analytics are computed fresh on every page load — there's no cache layer. This means the numbers always reflect the latest data but the page may take a second or two to load if you have many records. For most teams at early and mid scale, this is invisible. See the admin doc (docs/admin/analytics.md) for details on when to move to server-side aggregation.