| Tile | Tooltip (what the user reads) | What it measures |
|---|---|---|
| Engaged | “Customers who reached out — a text, email or call in — during this period.” | Distinct customers with an inbound SMS, email or call in range, timeline-derived. Deliberately the raw inbound count with no deal filter — “customers who reached out” is the intuitive read and needs no asterisk. |
| Visited | “Sales appointments that actually happened in this period.” | Sales-type appointments in range with status completed or in_showroom, or a visit start recorded. Service and delivery appointments never count. |
| Desked | “Deals that hit the desk in this period — numbers were worked.” | Deals whose desking-lane entry falls in range, regardless of where the deal is now — a desked deal that sold still counts, a desked deal that died still counts. Never the raw desking-lane count, which accumulates forever (one store: 730 all-time vs 601 in 30 days). |
| Sold | “Deals sold in this period. Matches the DMS record when one exists.” | closeDate in range, any source, DMS-matched preferred. Never the closed-lane timestamp — at one store 85 DMS-confirmed sales in 30 days were never dragged to the Closed lane, so the lane number runs ~35% low, and a Sold tile that disagrees with the GM's DMS number kills trust in the whole strip. |
| Tile | Destination | What the user does there |
|---|---|---|
| Engaged | Inbox, filtered to recent inbound | Reads the threads and replies. Who is talking back is a conversation question, not a roster question. |
| Visited | Calendar, filtered to completed appointments for the period | Sees who came in, follows up on the ones who left without buying. (The Showroom tab has no route in and is today-scoped, so it is not the destination.) |
| Desked | Desk board, Working column | Works the deals where numbers exist — the closest thing to a live read of the desk. |
| Sold | The sold list | Reconciles against the DMS and works delivery. |