UDBOARD
01 / 07
Everything in one place.
Dashboard overview: calls, contacts, leads, and deals — live data at a glance the moment you log in.
985
contacts in this workspace
staging-app.udboard.com/overview
Workspace
Overview
184
Total calls
2
Active numbers
985
Contacts
2
Open leads
1
Open deal
$1k
Won this month
Calls this week
Calls
↙
+1 (555) 012-3456
4:12
↗
Sarah Mitchell
7:38
✕
+1 (555) 987-6543
—
↙
James Cooper
2:54
↗
Priya Sharma
11:20
↙
+1 (555) 444-2222
1:03
Calls
Sarah Mitchell · 7 min 38 sec
✕
✦ AI SUMMARY
Summary
Sarah is evaluating UDBOARD for her 12-person sales team. Currently using RingCentral + HubSpot. Key concern was per-seat pricing — explained Growth plan covers 10 seats. She asked about WhatsApp integration; confirmed included. Interested in a trial.
Action items
  • Send Growth plan comparison doc
  • Schedule demo for Thursday 2pm
  • Share WhatsApp setup guide
Sentiment
Positive Interested
Contacts
985 total
S
Sarah Mitchell
+1 555 012-3456
51 calls
J
James Cooper
james@acme.io
8 calls
P
Priya Sharma
+1 555 999-1234
3 calls
M
Marcus Lee
marcus@techco.com
1 call
R
Rachel Evans
+1 555 777-8888
2 calls
Leads
2 open
40
Sarah Mitchell
Source: inbound call · 51 interactions
Hot
27
+1 (555) 987-6543
Source: missed call · 1 interaction
Warm
Pipeline
Prospect 0
Qualified 0
Proposal 0
Negotiation 1
Sarah Mitchell
$1,000
Growth plan · 12 seats
Won 1
efoneAPP
$1,000
✓ Closed
Unified Inbox
S
Sarah Mitchell
Inbound call · AI summary ready ✦
CALL
2m ago
J
James Cooper
Hey, when is the demo scheduled?
SMS
15m
P
Priya Sharma
Outbound call · 11 min 20 sec
CALL
1h
Dialpad
+1 (555) 012
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