Agent Getting Started
Log in, understand your dashboard — My Calls, My Stats and the Leaderboard.
Welcome
SAVVii Sales Partners is your central hub for tracking calls, logging results and seeing how you perform against the team. Your view is focused on your own data — you will not see other agents' details.
Logging In
- 1Go to the SAVVii app URL your admin shared with you.
- 2Enter your email and password (provided by your admin).
- 3You will land directly on My Calls.
Your Three Tabs
| Tab | What you see |
|---|---|
| My Calls | Your Google Calendar events filtered to show calls that match your assigned offers. Add and edit results here. |
| My Stats | Your personal metrics — calls, sales, conversion rate, revenue and offer breakdown. |
| Leaderboard | Revenue ranking across the whole team. Your position is highlighted with a banner showing how close you are to the next spot. |
My Calls
My Calls shows your scheduled calls grouped by day. The date range picker at the top lets you filter by date — use This week, This month or a custom range.
Each call card shows:
- Call title and time in your local timezone
- Which offer it belongs to (colour coded)
- The result if one has been logged
- Notes and recording link if added
Calls that are in the past are slightly faded. You can still add or edit results on past calls.
Imported history
If your admin has imported your historical calls from Google Sheets, these appear in a separate Imported history section at the bottom of My Calls.
My Stats
My Stats shows your personal performance for the selected date range:
- Calls in meetings, free time
- Sales count, conversion rate and revenue
- Outcome breakdown (Sold, PNS, Reschedule etc.)
- Per-offer call counts
Connecting Your Google Calendar
To see your calls in My Calls, you need to connect your Google Calendar once:
- 1Go to My Calls.
- 2Click Connect Google Calendar.
- 3Sign in with your Google account in the popup.
- 4Click Allow when Google asks for permission.
- 5The popup closes and your calls appear automatically.