Comprehensive Dashboard Insights

The Dashboard delivers a broad, visual summary of your business's key performance indicators, such as opportunity tracking, pipeline valuation, and conversion rates. These insights are crucial for understanding your business's current status and potential growth paths.

As you explore the Dashboard, you'll find various tiles presenting important data on your business operations, customer journeys through the pipeline, Google Ads metrics, Google My Business activities, and team task management. These tiles are fully customizable, allowing you to design a Dashboard that meets your unique needs.

Note: Your ability to access certain dashboard features may be limited by your user permissions.

Key Data Tiles

The Dashboard includes a variety of data tiles that offer a snapshot of your CRM's performance. Each tile provides specific insights aimed at driving your business success, covering areas like opportunities, pipeline value, and conversion metrics.

Opportunity Overview Tile

The Opportunity Overview Tile gives a quick snapshot of your sales pipeline, showing the number of opportunities that are open, closed, or lost over a specific time period.

Pipeline Value Tracker

This tile visualizes the total potential revenue within your pipeline. It enables you to track the pipeline's value over a selected date range, including the value of closed, open, and lost opportunities.

Conversion Rate Indicator

The Conversion Rate Indicator tile provides a key measure of your business's health by comparing the number of won leads to the total number of leads in your pipeline. You can adjust the date range to examine conversion rates over different time frames.

Funnel Visualization

The Funnel Visualization outlines the progression of opportunities through your sales pipelines. By selecting a specific pipeline and date range, you can see the number of leads, total value, and the percentage of leads at each stage.

Stage Distribution Chart

This pie chart offers a breakdown of the distribution of leads across different stages in your sales pipeline. You can choose a particular pipeline and date range to view detailed stage-by-stage information.

Manual Actions Tracker

Keep track of your team's pending manual tasks, categorized by phone calls and SMS. You can filter the data to focus on specific campaigns, workflows, or team members.

Task Management Panel

View and manage tasks with filters for team members or task status. Organize tasks by due date to stay on top of pending and completed work.

Lead Source Analysis

The Lead Source Analysis tile provides a comprehensive view of where your leads are coming from. It includes details on the total number of leads, their value, and their status (open, won, or lost). You can customize the date range to analyze lead sources over various periods.

Google Ads Performance Overview

If your Google Ads account is connected to your CRM, this tile gives you a 30-day summary of your Google Ads performance, including metrics like impressions, clicks, click-through rates, average cost per click, and total spending.

Google My Business Activity

This tile provides an overview of your Google Business Profile's performance over the last 30 days, with data on interactions, searches, website visits, and phone calls.

Google Analytics Summary

Monitor your Google Analytics data over the past 12 months using an interactive chart. This chart shows total page views and traffic sources broken down by month.

Facebook Ads Insights

If connected, this tile gives you a 30-day summary of your Facebook Ads performance, similar to the Google Ads Performance tile.

Personalize Your Dashboard Experience

To personalize your Dashboard, click on the Edit icon. This feature allows you to add, remove, and rearrange widgets, enabling you to create a custom Dashboard tailored to your needs.

Check out our articles on customizing the Dashboard to learn more about the available widgets and options!

Adjusting Time Zone Settings

To switch between time zones, navigate to the top right corner of the Dashboard and click on the three dots. This will give you the option to manage the Dashboard's time zone, allowing you to toggle between the location's time zone and your own. The selected time zone will apply to all dashboards if you are viewing more than one.

Now, you're ready to explore your dashboard every time you log in to your account, gaining valuable insights into your business operations!