Reading the dashboard

Received counts leads that arrived. Delivered counts leads a buyer actually took. They are different measurements of the same day, so they are rarely equal — a lead that arrived at 23:50 is often delivered the next morning, and spam or duplicates are received but never delivered.

Every window on the dashboard is cut at your organization's midnight, not the server's. The timezone is shown under the page title ("Times in …") and set in Settings → General.

The cards

The cards are volume and health only. The two backlogs that used to sit among them — unrouted leads, pending deliveries — live in Needs attention just below, where the rest of your to-do list already was.

"Backlog, all time" means exactly that: the number is a to-do list, not a measure of today. The failed-delivery row in Needs attention is the one exception — it is limited to the last 7 days, because older failures belong to the audit log rather than to today's work.

Today's leads: the funnel

Under the cards, the Today's leads block follows the leads that arrived today to wherever they got:

Each stage is a subset of the one before it, so the numbers only ever go down, and each one opens the exact list it was counted over.

Underneath, Along the way names what dropped out at each step: filtered at intake (the spam, duplicates and invalid leads), waiting for review, unrouted, still being routed, in flight (a delivery is pending, queued or deferred and nothing has landed yet), and with no delivery landed (a buyer was picked but the delivery failed or was canceled). Only the non-zero ones are shown, and they add back up: Received = Accepted + filtered, Accepted = Routed + held + unrouted + still being routed, Routed = Delivered + in flight + no delivery landed.

Two of these leftovers show a figure with no link — filtered at intake and in flight. The Leads list cannot express those exact sets, and a link that opened a list with a different number is the confusion this page exists to remove.

Needs attention

Every row says the window it measured — "5 unrouted leads · backlog", "3 leads with a failed delivery · last 7 days" — because a count with no window on a dashboard reads as "today". Rows are ordered by what happens if you ignore them: first the ones with a clock running (leads waiting for review, failed deliveries), then the backlogs that only grow (unrouted leads, disputes), then configuration (buyers near quota, delivery methods not attached to a pipeline). Within a group, the bigger number comes first.

Two rows are worth reading closely:

• N leads with a failed delivery · last 7 days counts leads that still carry a failed delivery, not failures that happened. A delivery the automatic retry gets through stops being failed, so it leaves the row on its own: what you see is what is left to handle. Click it and the Leads list opens on exactly those leads.
• N buyers near quota · right now opens the Buyers list filtered to those same buyers — the ones at 80% or more of a cap they have set. Remove the chip above the list to see everyone again.
• N pending deliveries · backlog counts deliveries created and not attempted yet, all time. It is the one row with no link, for the reason below.

The last line is not a task: deliveries in flight counts this month's deliveries whose outcome isn't known yet. They are deliberately excluded from Delivery health — a percentage that swallowed them could read 100% with a queue stuck.

The chart

Lead Performance draws two curves over the last 30 days, on the same scale so the gap between them is readable: Received (real leads that arrived) and Delivered (distinct leads a buyer took). Both are bucketed into your organization's days.

Delivered counts leads, not deliveries: if you sell the same lead to three buyers, it is one point on the curve, not three. That is why the Delivered curve never rises above Received.

Check any number for yourself

Click a figure and the Leads list opens on exactly the leads it was counted over — same days, same timezone, same exclusions. The filters that were applied show up as removable chips above the list, so you can always see why the list is shorter than usual, and widen it in one click.

Both figures of the Today card are clickable, and they lead to two different lists: Received filters on when leads arrived, Delivered on when a buyer took them. Comparing those two lists is the fastest way to see where a day's leads actually went.

A few figures deliberately have no link — the pending deliveries row and Delivery health. They count deliveries, not leads, and one lead sold to three buyers is three deliveries: a list opened from them would legitimately show a different number, which is exactly the confusion the links exist to remove. To see every lead that ever had a failure, whatever its age, filter the Leads list on Delivery status → Failed.

Exporting works the same way: the Export CSV button on the Leads list downloads exactly the leads the list is showing, filters included, and says how many rows that is before you click. There is deliberately no export shortcut on the dashboard — an export is a question about a specific set of leads, and the dashboard has no filters to answer it with.

Filtering the lead log

The Leads list cuts its days in your organization's timezone too, so its Today, Yesterday and Last 7 days presets mean the same days as the cards above. The dates in a shared or bookmarked link are absolute, so it keeps meaning the same window for whoever opens it, wherever they are.

Two filters answer the questions the dashboard raises:

• Delivery status — leads with at least one delivery in that state (delivered, pending, deferred, failed, canceled). Different from Routing status next to it: a lead stays routed even when its delivery failed.
• Delivered on — set by the Today card's Delivered figure. It matches leads with a delivery that landed inside the window, whenever the lead itself arrived.
• Failed delivery — set by the Needs attention row. It matches leads carrying a delivery that is still failed, recorded inside the window. Remove the chip to widen the list back.
• Sent to a buyer — set by the funnel's Routed stage. It matches leads a buyer was picked for, whatever became of the delivery. Remove the chip to widen the list back.

Why "Today" shows two numbers

They answer two different questions, and both are true at once:

• A lead received yesterday at 23:50 and delivered this morning counts in today's Delivered, not in today's Received.
• A lead received today and rejected as spam or duplicate counts in Received, never in Delivered.
• A lead received today and still held for review, unrouted, or waiting for a buyer's business hours counts in Received and will count in Delivered later — or never, if no buyer takes it.

If the two numbers surprise you, the lead statuses page explains where a lead can sit in between.

Test leads are never counted

Leads created by Test distribution on a pipeline are excluded from every card, from the chart and from the pipeline counters. They exist to prove your routing works, not to inflate your numbers.

The timezone

The organization timezone (Settings → General) decides where every day starts: the dashboard cards, the chart buckets, the date presets and dates in the Leads list, the pipeline counters ("Today", "This week"), your monthly lead quota, the dates in Recent leads and the activity log. It defaults to UTC.

Two things deliberately keep their own timezone:

• Buyer caps and business hours use each buyer's own timezone — a buyer in Los Angeles gets a daily cap that resets at their midnight, not yours.
• The buyer portal shows each buyer their own timezone, for the same reason.

Changing the organization timezone changes where the boundaries fall, so today's counts can shift the day you change it. Nothing is recalculated or lost — the same leads are simply grouped into different days.

Comparisons

The arrow on the Today card compares today with yesterday at the same hour, not with all of yesterday. A morning comparison against a full previous day would be negative every single day before lunch. Weeks start on Monday.

Common questions

The dashboard says 8 and my lead log shows 4. Which one is right? Both. The card counts leads received today; the log, filtered on delivered leads, counts something else. The Today's leads funnel spends the difference for you: it shows how many of the 8 were accepted, how many found a buyer, how many landed, and what happened to the rest. Click any stage to see the leads behind it.

Revenue looks lower than the number of delivered leads suggests. Revenue only counts billable deliveries: delivered, not a free compensation lead, and not a lead whose dispute you accepted. Top Buyers uses the exact same set for both its columns, so its "Delivered" and "Revenue" always describe the same deliveries.

My numbers changed after I set my timezone. Expected. Days are now cut at your midnight instead of UTC's, so leads near a midnight moved to the day you actually received them.