Sprint deliverable
◆ ILLUSTRATIVE PROTOTYPE · SYNTHETIC DATA · NOT A CLIENT RECORD
Evidence dashboard prototype.
The sprint turns follow-up from memory-based work into visible operational proof: owner, due time, last touch, SLA status, stale flag, escalation, and outcome.
18
Sample active leads
4
Stale / escalation risk
92%
Follow-up SLA visibility
$12K
Potential revenue protected
| Lead | Source | Owner | Last Touch | SLA | Status | Next Action |
|---|---|---|---|---|---|---|
| Lead-1042 | Web form | Owner A | Today 9:12 AM | On track | Qualified | Send estimate follow-up |
| Lead-1043 | Missed call | Owner B | Yesterday 4:35 PM | At risk | Pending callback | Call before noon |
| Lead-1044 | Referral | Unassigned | None | Overdue | Unassigned | Assign owner + escalate |
| Lead-1045 | Quote request | Owner C | 3 days ago | Stale | Quote sent | Reactivate + manager review |
Dashboard proof fields
Owner
Who owns next action?
Every lead has a named owner. No more “someone should follow up.”
SLA
Is follow-up late?
Clear time boundaries so management knows when to intervene.
Escalation
What triggers manager action?
Rules-based escalation so nothing sits unresolved.
Outcome
Booked, lost, stale, nurture, closed?
Closed-loop tracking so you know what happened to every lead.