Daily Operations
Calendar Stats
See past due, due today, completed, and upcoming calendar activities at a glance — before you open your schedule.
Why it matters
Most agents do not miss closings — they miss the small follow-ups that compound into lost deals. When calendar work is scattered across apps, past-due tasks hide until a client asks. Calendar Stats surfaces operational debt early, when a five-minute call still saves the relationship.
Purpose
Calendar Stats turns your SAM calendar into a morning command strip. It buckets activities by urgency so you know what slipped, what must happen today, and what is coming in the next few days — including recurring items expanded to their real occurrence dates. Click any bucket to open the underlying list, jump to the activity, or print a focused work plan.
How it works in SAM
SAM loads your calendar activities (and selected team views where configured), classifies each occurrence into past due, due today, completed today, or upcoming, and displays live counts. Tap a stat to open the filtered list, complete or reschedule items, or export a PDF. Settings let you choose which activity types count and how many upcoming days to include.
Business goals it supports
- Start each day with a clear picture of overdue and due-today work
- Reduce missed follow-ups on routine-driven and manual activities
- Prioritize high-impact calendar items before reactive inbox work
- Keep listing and transaction milestones visible outside the full calendar view
Key benefits
- Past due, due today, completed, and upcoming counts in one tile
- Recurring activities expanded so counts reflect real due dates
- Configurable activity types and upcoming-day window
- Drill-down lists with links to contacts, listings, and transactions
- Minimized indicator shows urgency even when the widget is collapsed
Questions & answers
Common questions about this widget — why teams use it, what it measures, and how it fits your workflow.
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