Opportunity Signals

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Engage+

Opportunity Signals are the radar cards on your dashboard that highlight the highest-priority leads in your pipeline. Each card represents a specific carrier signal — hot lead, new entrant, high-value fleet, HAZMAT, or compliance risk — and shows you exactly how many carriers in your pipeline fit that signal right now.

The Five Radar Cards #

Five signal types make up the opportunity radar. Each card uses a distinct color and icon for quick scanning:
Hot Leads

Carriers approaching their FMCSA audit deadline. New entrants must complete their first safety audit within 12 months — these carriers are on the clock.

New Entrants

Carriers whose operating authority is less than 18 months old. Still building their compliance program and likely without a primary clinic.

High Value

Driver-to-truck ratio of 1.5x or higher. Indicates driver turnover or fleet expansion — ongoing physical-exam demand.

HAZMAT

Carriers authorized to haul hazardous materials. Drivers need additional endorsements, often paid at premium rates.

At Risk

Carriers with a Conditional safety rating from FMCSA. They need to improve compliance — a strong outreach moment for medical exam services.

More signals will be added as we expand the system.

Which Cards Are Visible on Each Plan? #

CardTrialScoutEngage+
Hot LeadsYesYesYes
New EntrantsYesYesYes
HAZMATYesYesYes
High ValueLockedLockedYes
At RiskLockedLockedYes
Locked cards still show the icon

If your plan doesn't include a card, you'll see the icon and label with a lock badge. Clicking opens the upgrade page so you can unlock it.

What Happens When You Click a Card #

Each card is a one-click filter into your lead list. Clicking Hot Leads takes you to the pipeline view filtered to only show carriers tagged as hot. The same applies to all five cards. URL filter presets are stable, so you can bookmark the result — for example, ?view_list=0&filter_preset=hot always shows your hot leads.

How the Counts Are Computed #

Counts are computed once per dashboard load against your current pipeline. Each carrier in your active lists is checked against the relevant criteria:
CardCriterion
Hot LeadsAuthority date > 12 months ago AND < 24 months ago (approaching first safety audit)
New EntrantsAuthority date within the last 18 months
High Valueutilization_ratio >= 1.5
HAZMAThm_ind = 1 (HAZMAT-authorized)
At Risksafety_rating = C (Conditional)

Opportunity Signals vs. Change Signals #

Two different systems

Opportunity Signals describe the carrier's current state — static facts like fleet ratio, HAZMAT authorization, or safety rating. Change Signals (see 6.4) describe what just changed — carriers adding drivers, reactivating, or having their safety rating downgraded. You'll see both on the dashboard.

Updated on April 29, 2026
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