Captivate Productivity dashboard Leadership
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Leadership access

Theme

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Leaderboard

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By person

Activity, opportunities and pipeline are live from HubSpot, refreshed every 30 min. "Sold $" = deals the client has approved, awaiting fulfillment.

Stale records

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Records

"Last activity" = most recent logged engagement (call, email, meeting, or note) associated with the record.

Leaderboard › Person

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Activity by week

Bars = calls + emails + meetings per week · hover a bar for the breakdown

Book of business health