COGO NATION
LENS Dashboards
Real-time visibility for sales, calls, and leads. Click any card to open the full dashboard.
LAS Sales checking… Call Activity checking…
What's here

Sales collected (LAS) — Weekly scoreboards, goal tracking, and channel breakdowns for LAS certification collections.

Cert product sales — BCP, CFCP, and CMI/REO program performance vs weekly goals.

Call activity — Dials, answer rates, talk time, and SMS by rep for LAS and Cogo Capital teams.

Lead management — Speed-to-lead monitoring and pipeline health by BDC.

Subscription health — Billing and subscription problem alerts for Client Success.

Operations — IT Help Desk SLA visibility and DevOps pipeline health from Monday.com.

Exec mobile — PWA for iPhone. Install to home screen for native app access to LAS Sales, Marketing, and Cogo Capital summaries.

LAS Sales — Collections BDC scoreboards, weekly targets, and pacing

Collected dollars by rep, progress vs goals, and channel breakdowns. Week to date for pacing, last week for review.

BDC Scoreboard

Ranked reps with collected vs goal progress. Pages rotate automatically when there are more than 16 BDCs.

Week to date
See who's on pace before the week closes.
16 BDCs per page with progress bars. Pages rotate every 30 seconds.
Refreshes TV →
Last week
Close the books on the prior week with the same scoreboard layout as WTD.
Same layout as week to date, showing the completed prior week.
TV →
Month to date
How is the team tracking for the month?
Same BDC scoreboard layout, MTD period.
Refreshes TV →
Year to date
Full-year view of BDC performance.
Same BDC scoreboard layout, YTD period.
Refreshes TV →

Goal Performance

One screen covering last week through year-to-date: period cards, team and channel breakdowns, and pacing.

Goal performance
Compare multiple time periods and channel mix in one view.
Period tiles (WTD through YTD), team vs channel breakdown, and pacing gaps.
Refreshes TV →

Channel Detail

Per-rep breakdown by channel (In-House, FT, Certs, JV) with call activity pacing. Eight reps per page.

Channel detail — week to date
See where revenue is coming from by channel while the week is open.
Rep grid with channel bars, collected totals, and call activity metrics.
Refreshes TV →
Channel detail — last week
Review channel mix and call activity for the completed week.
Same layout as week to date, showing the prior week.
TV →

Coming Soon

Outstanding Collections
Outstanding balances by aging bucket and BDC, alongside refunds.
Not yet available in LENS.
Coming soon

Event Performance Weekly calendar event KPIs and BDC revenue leaderboards

Net revenue, confirmed, attended, show rate, and top BDC performers for each event this week.

This week
See event KPIs and BDC revenue leaderboards for the current Mon–Sun week.
3-column event cards with hero revenue, KPI strip, show rate bar, and top-5 BDC leaderboard.
Live data TV →
Last week
Review the completed week — same metrics as this week.
Same layout, showing the prior Mon–Sun period.
Live data TV →

Cert Product Sales BCP, CFCP, and CMI/REO program performance

Weekly program performance vs goals, department and channel breakdown, and top sellers.

Current week
See how each program is tracking this week vs goal and who's leading.
Program tiles with progress bars, department breakdown, and top sellers leaderboard.
Live data Live TV →
Last week
Review the completed week — same metrics as current week.
Same layout as current week, showing the prior Mon–Sun period.
Live data TV →

Call Activity Dials, answer rates, talk time, and SMS by rep

Floor activity at a glance. Today for intraday monitoring, week to date for the working week, last week for Monday reviews. LAS and Cogo Capital have separate boards.

LAS Sales

Today
Are dials and conversations happening right now?
Agent grid with team totals. Refreshes automatically throughout the day.
Live TV →
Week to date
Cumulative week effort vs dial and talk goals.
Per-rep dials vs goal, answer rates, talk time, and SMS.
Live TV →
Last week
Completed week summary — compare to goals and spot outliers.
Full prior week data. Same layout as week to date.
TV →

Cogo Capital

Today
Intraday activity for Cogo Capital reps.
Investor Relations and Cogo sections in one board.
Live TV →
Week to date
Week-to-date call volume and quality for Cogo Capital.
Same layout as LAS, scoped to Cogo Capital reps.
Live TV →
Last week
Completed week wrap-up for Cogo Capital.
Prior week data with IR and Cogo groupings.
TV →

Lead Management Speed to lead and pipeline health by BDC

Catch stale new leads and overloaded BDCs before SLAs slip. Data pulls live on every refresh.

LAS BDCs
See which BDCs have the oldest untouched leads and highest urgency.
Urgency cards with oldest lead age, untouched counts, and stale pipeline alerts. Rotates every 30 seconds.
Live data Live TV →
Cogo Capital BDCs
Same view for Cogo Capital reps and teams.
Same urgency cards, filtered to Cogo Capital.
Live data Live TV →

Subscription Health Client Success — billing and subscription alerts

Three color-coded panels showing subscription problem states. Missing billing info, failed scheduled transactions, and accounts in subscription recovery. Makes problems impossible to ignore from across the room.

Subscription Health
Surface billing and subscription problems before they become escalations.
Three alert panels: missing billing info, failed transactions, subscription recovery — with oldest records and counts.
Refreshes TV →

Operations IT Help Desk and DevOps delivery visibility

Monday.com board data surfaced as TV dashboards. IT ticket queue health and DevOps pipeline visibility — who's blocked, what's overdue, and whether the team is executing on plan or reacting.

IT Help Desk

Ticket queue staleness, SLA compliance, and agent workload. Surfaces stalled tickets and SLA breaches before they pile up.

IT Help Desk
Keep the queue moving and SLAs visible to the whole team.
Open tickets, SLA compliance, stalled items, hourly heat map, agent workload, and status breakdown.
Refreshes TV →

DevOps Delivery

Pipeline health, blocked items, and last week's planned vs emergent split. Two views on the same data.

DevOps Delivery
See what's blocked, what's overdue, and what shipped this week.
Blocked items with blocker text, work type breakdown, owner load, overdue items, due this week, and recently shipped.
Refreshes TV →
Planned vs Emergent
Was last week's work planned or reactive?
Planned/emergent ratio bar, items done by type (planned, committed, emergent), and accountability panel for slipped committed work.
Refreshes TV →

Exec Mobile PWA — install on iPhone for home screen access

Executive summary dashboard for LAS Sales, LAS Marketing, and Cogo Capital. Designed for mobile — add to home screen for a native app experience.

Exec Dashboard
Revenue, call activity, and marketing metrics in your pocket.
LAS Sales (WTD/MTD, BDC leaderboard, RC activity), LAS Marketing (revenue, SQL creation, email performance), Cogo Capital (RC activity).
Live data Mobile PWA →

Settings Admin tools — desktop only

LENS Admin Console
Manage rep rosters, sales goals, and RC targets.
Rep Roster (LAS and RC config), LAS monthly division goals, Sync Status link to health dashboard.
Admin →
Sync Health
Monitor all data syncs and trigger manual refreshes.
Per-blob status (green/amber/red), age, record counts, sync duration, and chain-level refresh buttons.
Admin →

Coming Soon Dashboards in development

New Leads & Contacts
Pipeline creation trends — WTD, last week, MTD, last month, YoY, and 8-week chart.
Not yet available in LENS.
Coming soon