Interpret the Lifecycle Dashboard
The lifecycle board at /admin/leads/board shows every active lead across 8 columns. As a broker, your job is not to scan individual cards — it’s to read the shape of the board.
What to look at first
Section titled “What to look at first”A healthy board has a tapered shape: more cards on the left, fewer as you move right. Volume in NEW and CONTACTING should drop into a smaller QUALIFIED, a smaller COMMITTED, and so on. Closures are the smallest column because they take the longest.
The most useful glance is three things, in order: column heights, breach borders, and flag chips.
| Look at | What it tells you |
|---|---|
| Relative column heights | Where leads are accumulating vs. flowing through. |
| Red SLA borders in NEW | Cards that have already breached the 5-minute response target. Each is an opportunity that’s losing value by the minute. |
| Flag chips on cards | DNC, Unsubscribed, etc. — agents should be respecting these. Concentration of flags in one column may indicate over-aggressive outreach. |
Patterns to act on
Section titled “Patterns to act on”Pile-up in NEW with breached SLAs
Section titled “Pile-up in NEW with breached SLAs”If NEW is large and red, the team isn’t responding fast enough. Two possible causes:
- Routing: leads aren’t being assigned (or are being assigned to agents who are unavailable). Check whether
assigned_agent_idis being set at intake. - Response speed: agents are getting the leads but not acting on them within the window.
Look at the timeline on a few breached cards. If the lead-created event is the only one, no agent has touched it. If Scribe wrote a state-transition event but no agent acted afterward, the lead was assigned but the agent dropped the ball.
Pile-up in CONTACTING with low temperatures
Section titled “Pile-up in CONTACTING with low temperatures”CONTACTING is supposed to be a transit column. A large CONTACTING with most cards trending Cold means outreach is going out but isn’t landing — agents are calling once and giving up, or the messages aren’t getting replies. Pair with the timeline: how many contact attempts are logged before the lead falls cold?
Thin QUALIFIED, fat COMMITTED
Section titled “Thin QUALIFIED, fat COMMITTED”Counterintuitive — leads are moving from QUALIFIED to COMMITTED without spending much time in QUALIFIED. Two reads:
- Good: agents are converting fast.
- Bad: leads are being marked COMMITTED prematurely (without a signed buyer’s agreement). Verify by sampling a few COMMITTED cards — the timeline should show a
buyer_agreement_signedevent with a signed-doc reference in the payload.
Anyone in ARCHIVED with rising temperature
Section titled “Anyone in ARCHIVED with rising temperature”ARCHIVED isn’t terminal. A lead in ARCHIVED with a temperature climbing back toward Warm has come back to the site on their own. Filter for state = ARCHIVED AND temperature ≥ 30 weekly — these are re-engagement opportunities the team should be assigning, not ignoring.
Hot leads sitting in any state for too long
Section titled “Hot leads sitting in any state for too long”A Hot temperature with no recent state change is a stall. Sort the board by temperature descending, then look for the highest-scored leads whose last timeline event is more than 48 hours old. Those are the cards to escalate.
What the dashboard does NOT show you (yet)
Section titled “What the dashboard does NOT show you (yet)”| Missing | Workaround for now |
|---|---|
| Agent-level breakdown of the board | Filter by assigned agent in the lead list view; come back to the board for the team-wide picture. |
| Aged-card alerts | Sort by state-entry time on the lead list; eyeball the oldest. |
| Reassignment audit | Reassignment is currently a silent update — the timeline doesn’t capture it yet (TODO #3 in the design doc). When reviewing a hand-off question, ask the agents directly. |
| SLA breach notifications | Display-only today. The board shows you which leads have breached; nothing pushes you a notification. Build the scan into your morning routine. |
A weekly read
Section titled “A weekly read”The board is a daily-use tool for agents and a weekly-cadence tool for brokers. Once a week:
- Column shape — is anything bulging where it shouldn’t?
- NEW column SLA borders — is the team hitting the 5-minute target consistently?
- ARCHIVED reactivations — any leads warming back up?
- Cold leads in late columns — anyone stalled in QUALIFIED, COMMITTED, or IN_CONTRACT who shouldn’t be?
That four-question scan tells you where to spend your one-on-one time with agents this week.
Related
Section titled “Related”- State machine card — what each column means
- Temperature signals — what’s driving the Cold/Warm/Hot chips
- Why state and temperature are separate — why you read both axes