How can we help?
< All Topics

​How To Use The Dashboard

Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard:

Row 1:

  • Opportunities: Number of Leads in your Pipeline
  • Pipeline Value: All your leads’ total worth
  • Conversion Rate: Percentage of your ‘WON’ leads/accounts

Row 2:

  • Funnel: A visual representation of what stages your opportunities are within your Pipeline
  • Stages Distribution: This is a cycle graph of your Pipeline

Row 3:

  • Manual Actions: An overview of manual actions 
  • Tasks: A list of assigned tasks for one or all users within your account.

Row 4:

  • Lead Source Report: Here you can see where your leads came from and what their values are.
Previous Account Settings Overview
Table of Contents