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Closer & Setter Dashboards

Give each role a home screen built around the work they are responsible for.

A closer should not have to hunt through five screens to understand the day. Appointments, setter activity, territories, calendar controls, and unfinished work are brought together in one clear view.

Inside Simple Appointments

See closer & setter dashboards in the real workflow.

The closer dashboard

Everything a closer needs to run the team: pending work, territories, calendars, scripts, and every setter's numbers in one place.

The setter dashboard

Everything a setter needs to keep the job simple: their commissions, their appointments, their territories, their goals, and their scripts.

Real product views with names, emails, and phone numbers redacted. Exactly what each role needs — nothing they don't.

What this changes for the team

01

Run the day

Review confirmed appointments, blocked time, availability, and calendar status.

02

Stay connected to setters

See who is calling, who is booking, and where a setter may need direction.

03

Catch the next action

Bring pending follow-ups and recent activity forward while there is still time to act.

04

Keep territories clear

Review active cities and the calling directions tied to each territory.

Built around closers and setters

The two roles stay connected.

The closer keeps the calendar and pipeline moving while setters keep creating qualified appointments. Both sides work from the same picture.

Next feature: Sales Results & Follow-Up →