Leadership. So much to track. No clear place to start.
Leads, customer chats, agency cases, service tickets. Every team sends you a number, and every number raises a question. The answer sits three levels down, with someone you have to call. Walk through your day.
Cases past promised time
This week
All India
›
West
›
Agency B
›
?
Call someone. Wait for an answer.
Leads stuck
Which stage? Which team?
Escalated chat
Waiting for your reply
Agency cases late
Which agency?
Ticket still open
Customer called you
08:30 Before the day starts
First, who's reading? Pick the one closest to you.
Pick one and the page follows you.
09:00 Your teams
Which teams report to you? Pick every one.
Your day on this page follows the teams you pick.
4 teams picked.
09:30 Your day
A day on your desk. Does this happen to you?
Go moment by moment. Say yes to the ones you know, and see how URVA changes each one.
Sales team · 09:30
The weekly review says leads are stuck. Nobody can say at which stage.
You ask each regional head. The answers come back by Friday.
Can you see where leads stop, team by team?
With URVALead stages sit on a drill-down dashboard, from all teams down to one salesperson. You see who’s ahead and who’s behind.
leads sal 09:30
Customer desk · 11:00
An unhappy customer’s chat is escalated to you. As a forwarded screenshot.
You reply without the history. The team replies too.
Can an escalation reach you with the whole conversation?
With URVAEscalated chats reach the next level with their full history. You can guide the team privately, or take over.
esc cal 11:00
Verification agencies · 13:00
Verification cases are running late. Which agency?
You hear “the agencies are slow”. Nobody can name one.
Can you see each agency’s cases, in time and late?
With URVACases are shown agency by agency, in time or past time, and you can drill down to the case.
agency ver 13:00
Service team · 15:00
A big customer calls you. Their ticket is still open.
You call the service head, who calls the region, who calls the technician.
Can you see every open ticket, and how long it’s been open?
With URVATickets sit on a drill-down dashboard by region and team, each with its promised time.
ticket ser 15:00
Customer desk · 16:30
Are your teams actually talking to customers?
The only answer is “we’re on it”.
Can you see calls and messages, team by team and person by person?
With URVACalls and messages are counted per team and per person, with drill-down to each one.
calls cal 16:30
Every team · 18:00
Tomorrow’s review. Whose numbers will you have to chase?
Someone spends the evening putting reports together.
Can you open each team’s numbers yourself, before you ask?
With URVAEach team’s work is already on its own dashboard in URVA. You drill down before the meeting, not after it.
review all 18:00
6 moments in your day. Start with 09:30.
Where your day points
Sales Force Automation
Leads, visits and stages, down to each salesperson.
Say yes to a moment above
Explore Sales Force Automation →sfa sal
Customer Interaction Management
Customer chats and calls, with escalations that reach you.
Say yes to a moment above
Explore Customer Interaction Management →cim cal
Field Inspection & Verification
Agency cases with time limits and drill-down.
Say yes to a moment above
Explore Field Inspection & Verification →fiv ver
Field Service Management
Tickets and technicians, each ticket with its promised time.
Say yes to a moment above
Explore Field Service Management →fsm ser
15:00 Follow one number
Follow one number. Down to the person behind it.
Pick a number. Tap each level to see who's behind it.
Leads stuck at a stage
Runs on
Stop 1 · Your desk
Leads by stage, all teams
Who owns itYou.
What arrivesOne number: leads stuck this week.
What happens nextDrill into the regions.
0|Your desk
Stop 2 · Region
One region stands out
Who owns itThe regional head.
What arrivesThat region’s leads stop at the same stage.
What happens nextDrill into its teams.
1|Region
Stop 3 · Salesperson
One salesperson, one lead
Who owns itThe salesperson.
What arrivesThe lead, its stage and the last visit.
What happens nextYou know what’s holding it.
2|Salesperson
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesA name and a reason, not a summary.
What happens nextAsk the right person the right question.
0|Your desk
Each number runs on one product. Your setup decides the details.
An escalated chat
Runs on
Stop 1 · Your desk
A chat is escalated to you
Who owns itYou.
What arrivesThe customer’s conversation, not a screenshot.
What happens nextOpen it.
0|Your desk
Stop 2 · Full chat
You read the whole chat
Who owns itYou.
What arrivesEvery message, and who replied.
What happens nextDecide how to step in.
1|Full chat
Stop 3 · Agent
You guide, or take over
Who owns itYou, with the agent.
What arrivesA private note to the agent, or your own reply.
What happens nextThe customer hears one voice.
2|Agent
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesThe reply and the history, on record.
What happens nextNothing lives in a forward.
0|Your desk
Each number runs on one product. Your setup decides the details.
Late agency cases
Runs on
Stop 1 · Your desk
Cases past time, all agencies
Who owns itYou.
What arrivesOne number: cases late this week.
What happens nextDrill into the agencies.
0|Your desk
Stop 2 · Agency
One agency has most of them
Who owns itThe agency.
What arrivesIts cases, in time and late.
What happens nextOpen a late case.
1|Agency
Stop 3 · Case
One case, its timeline
Who owns itThe agency’s verifier.
What arrivesWhere the case stopped, and since when.
What happens nextYou see the hold-up.
2|Case
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesThe agency, by name.
What happens nextRaise it with them, with the cases.
0|Your desk
Each number runs on one product. Your setup decides the details.
A ticket past its time
Runs on
Stop 1 · Your desk
Open tickets by region
Who owns itYou.
What arrivesOne number: tickets past their promised time.
What happens nextDrill into the teams.
0|Your desk
Stop 2 · Team
One team is behind
Who owns itThe team lead.
What arrivesThat team’s open tickets.
What happens nextOpen the customer’s ticket.
1|Team
Stop 3 · Ticket
One ticket, its stage
Who owns itThe technician.
What arrivesThe stage, and who has it.
What happens nextYou know who to call.
2|Ticket
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesThe right person, first time.
What happens nextNo chain of calls.
0|Your desk
Each number runs on one product. Your setup decides the details.
18:00 Tomorrow's review
Bring your leadership priorities into one conversation.
We'll start from what you picked here: your teams, the moments you know and the routes they point to.
Your desk for tomorrow
09:00
You
Founder, MD or CEO
Teams
Sales team
Customer desk
Verification agencies
Service team
Moments you know
None yet. Say yes to moments in your day.
Routes to explore
Sales Force Automation
Customer Interaction Management
Field Inspection & Verification
Field Service Management