Recovery Dashboard
The Recovery dashboard (/recovery) is what you see when you sign in. It is your command center for finding and reaching out to dormant clients.
What you’ll see
Section titled “What you’ll see”Revenue banner (always visible)
Section titled “Revenue banner (always visible)”A large, ATM-style receipt shows your total recoverable revenue — the sum of all dormant value estimates across every flagged client. This number updates after every detection run.
It is visible on all plans, including a free scan. On a free scan, this is the only detailed number you see.
Dormant client list
Section titled “Dormant client list”Below the banner, flagged clients are ranked by dormant value (highest first). Each card shows:
- Client name (masked on free scan)
- Detector reason and confidence badge
- Last service date and dormant value estimate
- Copy Text or Copy SMS Draft button on paid tiers
Locked preview (free scan)
Section titled “Locked preview (free scan)”With a free scan, individual client cards show as a blurred preview with an upgrade prompt. You see enough to understand the value, but names and specific amounts are hidden.
Empty state
Section titled “Empty state”No dormant clients yet? Import your first CSV to seed the client directory, then detection runs automatically.
Dismissed all detections? Detection re-runs on every new CSV import.
Quick actions
Section titled “Quick actions”| Action | Where | Available on |
|---|---|---|
| Import CSV | Sidebar → Import | All plans |
| Re-run detection | Dashboard button | All plans |
| Copy SMS draft | Client card → Copy Text | Crew+ |
| Dismiss detection | Client card → Dismiss | All plans |
Related
Section titled “Related”- Dormant Detection — how clients get flagged
- Importing CSV — feed clients into the detection engine