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Momentum (Engagement Scoring)

Engagement scoring and analytics system that tracks your communication momentum with contacts. Shows health rings, streaks, rescue alerts for at-risk contacts, personal bests, working circle insights, and handoff kudos for team collaboration. Displayed as dashboard widgets.

Where to find it

📍 Dashboard → Momentum widgets

How to use

  1. Open the Dashboard from the sidebar.
  2. View Momentum widgets: Health Rings (overall engagement), Streaks (consecutive active days), Rescue (contacts losing momentum), Personal Bests, Working Circle, and Handoff Kudos.
  3. Click any widget to drill into details.
  4. Customize which momentum widgets appear in the Dashboard customize panel.

FAQ

  • What is momentum?
  • How do I track engagement?
  • What are health rings?
  • How do streaks work?
  • What is the rescue alert?