The Genel (Overview) tab
The urgent action card, six KPIs, discipline scores, untouched backlog, monthly target, conversion trend and daily progress.
5 min read
The Genel (Overview) tab is the first screen you see when you open the Chief. It gathers everything a manager needs to know in the first five minutes of the morning: what is urgent today, the team's overall discipline, how close you are to this month's target and whether things are getting better or worse.
Note
The period on the Genel tab is always Bu ay (This month). To look at another period, use the period selector on the Scorecard, Sources or Management tabs.
Urgent action and KPIs
- The Acil aksiyon (Urgent action) card shows today's number of critical alerts. Below it you see how many leads are awaiting a reply and how many are waiting at the payment stage. Tümünü gör (See all) takes you to the Uyarılar (Alerts) tab filtered to critical.
- The list on the right shows the six most important critical alerts: patient name, owner, stage, what happened and what to do. Each row has Hastayı gör (View patient), the rule name, how many days the alert has been running (Yeni (New), 2. gün (day 2)…) and a severity badge. If there are no critical alerts, the card turns green: "Bugün kritik bir şey yok" (Nothing critical today).
- Six KPI boxes sit below.
| KPI | What it shows |
|---|---|
| Açık lead (Open leads) | All leads that are not won, lost or unreachable. Below it: how many are birikim (backlog). |
| Bugünkü uyarı (Today's alerts) | Total alerts today and how many are critical. |
| Ekip disiplini (Team discipline) | Average discipline score of active agents (0–100). Below 55 is red, 75 and above is green. |
| İlk temas ≤ 60 dk (First contact ≤ 60 min) | Share of this month's new leads that got a first human contact within the target time in business hours; median time below. The title changes if you change the target in settings. |
| Ekip dönüşüm (Team conversion) | Share of this month's incoming leads that were won, with the change in points against the same days last month. |
| Kohort satış · ciro (Cohort sales · revenue) | Number and total value of won leads among those that came in this month. |
Tip
"Team conversion" and "Cohort sales" use cohort logic: the current status of leads that came in this month. These figures look low early in the month and rise as leads close. See Scorecard for why.
Discipline score and untouched backlog
- The Disiplin skoru (Discipline score) card shows each active agent's 0–100 score in a coloured ring. If any component is below 75, the weakest one is shown (e.g. "En zayıf: Hız · Yeni lead'lerin %41'ine 60 dk içinde temas", weakest: speed, 41% of new leads contacted within 60 min). Detay → (Details) takes you to the Scorecard tab.
- The Dokunulmamış birikim (Untouched backlog) card spreads open leads that were never called or messaged by age: 0–1, 1–3, 3–7, 7–14, 14–30, 30–90 and 90+ days. Groups past the backlog limit (default 14 days) are drawn in orange.
- If there is a backlog, a breakdown by agent and a recommendation appear below.
Backlog leads don't raise individual alerts; otherwise the alert list would fill up with old leads and today's work would get lost. The Chief's recommendation: rather than calling them one by one, it's usually more effective to close them and move them into a reactivation campaign.
Target, trend and progress
- Bu ayın hedefi (This month's target): the monthly sales and revenue targets from settings. Here sales are counted by closing date (every sale won this month, whenever the lead came in). The vertical line on the bar marks today's expected level based on how much of the month has passed: if the bar is ahead of it you see "↑ Tempoda" (On pace), otherwise "↓ Temponun gerisinde" (Behind pace). With no target set, the card says "Hedef tanımlı değil. Ayarlardan ekle" (No target set. Add it in settings).
- Dönüşüm trendi (Conversion trend): cohort conversion for the last six months; each bar is the share of that month's incoming leads that became sales. The current month is drawn in a lighter colour because it hasn't matured yet. Hover over a bar to see "X sales / Y leads".
- Gelişim (Progress): the record the Chief keeps every day. The bars show daily critical alerts for the last 14 days; the table below shows critical alerts, awaiting reply, backlog, discipline and median first contact (last 30 days) for the last five days. It starts from the second day.
At the bottom of the Genel tab there's also the Gün karşılaştırması (Day comparison) card: it compares today with the previous record and shows how many alerts were resolved, how many are new and how many are still open. Details: Alerts.
Example: Monday morning
Clinic manager Elif Kaya opens the Genel tab: there are 9 critical alerts, one of them Amira Haddad from the UK, who has been waiting at the deposit stage for three days. Team discipline is 69; Can Yıldız scores 51 and his weakest component is speed. This month's sales target is behind pace. Elif first asks Mehmet Demir to call Amira today, then goes to the Scorecard tab to talk with Can about first-contact speed.
Common issues
The "first contact" box says "temas verisi yok" (no contact data). The contact source is switched off, or the first sync hasn't imported call and message records yet. See Contact audit.
The progress card is empty. The record starts from the second day.
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