Dashboard by role
About this guide
Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Open Dashboard. Action Items is at the top; Communications and Daily Leaderboard are below. Choose your role to see what each area is for. Extra roles can add tabs. Use the building icon in the top bar to choose Phone / Office.
Accounting
Collect missing deposit receipts and assign shared transactions to offices.
- Start with Action Items > Bank Deposits. Click Upload beside the office and date that need a receipt. Upload steps.
- Open Transactions. Find the record, click Assign, then search under Find an office. Selecting an office saves the assignment at once.
| Item | Guidance |
|---|---|
| Bank Deposits | Shows missing receipts for the last seven Monday–Saturday dates, starting yesterday. Use the selected office or All Offices to focus the list. |
| Transactions | Shows shared carrier and merchant records awaiting an office assignment from the last 60 days. This list covers the company, regardless of Phone / Office. You can assign records only to your active assigned offices. |
| Summary | Shows the state of each available queue. Click Open beside a queue. All clear means that queue has no remaining work in its scope. |
| Communications | Use Directory > Carriers / Offices for contacts and Two Factor Codes for sign-in codes. Live calls and customer tools need Agent, Manager, or Administrator access. Directory > Team lists personal accounts, office information, and Active/Away/Not active status when enabled. Find a teammate. |
| Daily Leaderboard | Office Goals and activity tabs give a progress overview. Use transaction reports for transaction totals and files. |
In Transactions, Deleted immediately marks a record deleted and removes it from this queue. It does not void or refund a payment. Use it only when the record should be excluded.
Manager
Set missing monthly goals, review team progress, and help clear daily work.
- Open Action Items > Goals. Beside an office with missing targets, click Set Goals. Enter the amounts and optional Notes, then Save Goals.
- Use Daily Leaderboard > Office Goals or Agent Goals to see progress. Open a customer queue under Action Items when your team needs help.
| Item | Guidance |
|---|---|
| Goals in Action Items | Finds offices missing goals for the current month. Office and Month are fixed in the form. Its progress bar counts offices with goals saved, not sales progress. Goal setup. |
| Bank Deposits and customer queues | Managers can use the Agent tools listed below: Missed Calls, Quotes, To-Do Calls, Leads, and Summary. Mark as spam in Missed Calls removes a spam item after confirmation. |
| Daily Leaderboard | Office Goals and Agent Goals show monthly progress. Outbound Calls, Quotes, and To-Do Calls show activity. In Quotes, Worked Today tracks follow-up; Sold / Rewrite adds the manager view of outcomes. |
| Communications | Follow Active Calls, find contacts in Directory, manage E-Signs, send an attachment with Send MMS, or copy Two Factor Codes. Directory > Team lists personal accounts, office information, and Active/Away/Not active status when enabled. Find a teammate. |
Manager access includes Agent tools. It does not grant every office or the Transactions assignment tab; that tab needs Accounting or Administrator. Your office assignments still set your access.
Agent
Contact customers, save follow-up results, and track your progress.
- Choose your office and calling phone in Phone / Office. An Agent account uses its assigned phone; an Office account chooses a phone below the office. All Offices selects no calling phone.
- Under Action Items, open a customer queue. In Quotes, To-Do Calls, or Leads, Script provides call or SMS wording. Contact the customer, then save Contact Today or Status. Full daily steps.
| Item | Guidance |
|---|---|
| Missed Calls | Return calls that need follow-up. Recorded answered or outgoing contact clears the item. |
| Quotes | Follow up on open quotes. View opens details; Contact Today saves the result. Eligible open quotes can return the next day. Sold, Rewrite, or DNC ends follow-up. |
| To-Do Calls / Leads | Work policy follow-ups or new leads, then choose Status. Any lead status except None removes it from the open lead queue. |
| Bank Deposits / Summary | Upload missing office receipts. Summary shows progress and links to each available queue. |
| Communications | Use Active Calls to follow calls and write a Report. Directory finds contacts; E-Signs manages standalone signing requests; Send MMS sends an attachment; Two Factor Codes provides sign-in codes. Standalone E-Sign is separate from multi-step Workflows. Directory > Team lists personal accounts, office information, and Active/Away/Not active status when enabled. Find a teammate. |
| Daily Leaderboard | Agent Goals shows your monthly progress. Office Goals and the Outbound Calls, Quotes, and To-Do Calls tabs show office progress and activity. |
Called and Sent SMS save an outcome; they do not place a call or send a message.
The Agent role grants tools. The Agent account type controls work sharing: active agents split eligible queues, while Office accounts see the office’s full queue. Zone Shift can add zone work after your office clears that same queue.
On a shared Office account, set User menu > Agent name for scripts and Save name to personalize scripts. Status feedback > Quiet hides encouragement and celebrations. User preferences.