Results

1. Go to Performance.
2. At the top you have four figures: Leads captured («Leads captados»), Appointments booked («Citas agendadas»), Appointments attended («Citas atendidas») and WhatsApp messages, 7 days («Mensajes WA 7d»).
3. Under "Leads captured" you see what percentage are hot. Under "Appointments booked", what percentage of leads ended up booking (the conversion). Under "Appointments attended", what percentage of appointments were attended (the attendance).

1. In Performance, look at the Health («Salud») block: four signals with a green or grey dot.
2. Green means there is activity: calls in 30 days, WhatsApp messages in 7 days, new leads in 30 days and a conversion above 15%.
3. Grey means something is stopped. If "No calls in 30 days" or "No messages in 7 days" shows grey and you did not expect it, check your channels in Connections or ask our support team.

In Performance, the Qualification breakdown («Distribución calificación») block splits the leads of the last 30 days into three bars: Hot, Warm and Cold, with the number and percentage of each. The more hot ones, the closer they are to buying.

In Performance, the AI calls («Llamadas IA») block shows the total number of calls in the last 30 days, the total minutes and the percentage of calls that lasted more than 5 seconds (the ones that were answered).

1. Go to What your customers say.
2. Click Generate insights («Generar insights»). The AI analyses the last 30 days and takes a few seconds (the button reads "Analysing…").
3. You get cards of four kinds: Opportunity, Risk, Win and Action. Each one has a title and a concrete explanation.
4. If some time passes and you want a fresh analysis, click Regenerate («Regenerar»).

Insights are not saved: they disappear when you leave the screen. If one is useful, write it down.

1. Go to This month vs. last month (inside More… of the Results group).
2. You will see six rows: Leads captured, Hot leads, Appointments booked, Appointments attended, AI calls and Lead to appointment conversion.
3. In each row, this month's figure is on the left. On the right there is an arrow with the percentage change: green ↑ if you improved, red ↓ if you dropped, grey → if it is the same. Underneath is last month's figure.

At the start of the month the current figures are small because the month has only just begun. Compare calmly from the second week.

1. Go to Monthly report (inside More… of the Results group).
2. At the top is the current month, marked "Current month", and below it the previous month.
3. Each month shows the Work hours saved, the Estimated savings, the Leads handled (with the change against the previous month), the Hot leads and the Appointments booked.
4. To share it, print the page or take a screenshot and forward it.

The hours and savings are a cautious estimate to give you an idea of the value. The leads and appointments are real data from your CRM.

1. Go to Sales and forecast.
2. At the top choose the Pipeline and the From and Until (not included) dates. By default the current month shows.
3. Read the four cards: Open now (how many opportunities are in play and their value), Expected to close, Won in the period and Close rate.
4. Below, the table by stage tells you how many opportunities and how much money are in each one. The Expected figure of each stage is its value multiplied by its closing probability.
5. If you have no pipeline, the screen tells you: create it in My CRM, Pipeline tab.

1. In Sales and forecast, look at the Probability column of the table.
2. Type a percentage from 0 to 100 in the stage you want to correct. It is saved when you leave the box.
3. If you leave it empty, EK1 estimates it from the position of the stage and marks it with the word "estimated".

Only the account owner can change the probabilities. The rest of the team sees them but cannot edit them.

In Sales and forecast, the By owner table shows, per person, the open opportunities, their open value, the won ones and the won value. Opportunities with no owner show as "Unassigned".

In Sales and forecast, click Download CSV. You get a file with what you see on screen (the pipeline and period you chose), ready to open in Excel.

1. Go to Conversion.
2. At the top right choose the period: 7d, 30d or 90d.
3. Look at the four figures: Leads, Appointments booked, Lead to appointment conversion and Best channel (the one that brings you the most leads).
4. If there is a clear leak, a red box appears: Your biggest leak. It tells you between which two steps and in which channel you lose the most people.
5. In Funnel by channel you see one row per channel (WhatsApp, Instagram, LinkedIn, landings, website, referrals...). Each row goes step by step: conversations, leads, qualified, appointments booked and attendance. The ↓ arrow between steps is the percentage that moves forward: red if low, amber if medium, green if good.

Imported contacts or contacts with no known source are left out of the funnel so they do not distort the percentages. The "Attended" step only appears once you mark in the agenda whether the contact showed up.

1. In Conversion, look at the circular drawing at the top, Where each lead is right now.
2. Each dot is a person. It runs from the outside in: Entered, Chatting, Hot, With appointment and Customer.
3. The wedge shows the channel they came in through. The size of the dot is their score. The colour fades once they have gone 30 days or more without moving. Green means they are already a customer.
4. Hover over a dot to see their name, channel and points.

If you do not have leads yet, the drawing may show sample data marked with a "demo" notice. It is not yours.