The Dashboard gives you a clear visual overview of your business, including key metrics like opportunities, pipeline value, and conversion rates. It helps you understand where your business stands right now and where it's heading.
As you move around the Dashboard, the various tiles show key information about your business operations, customer movement through pipelines, Google Ads performance, Google My Business page activity, and tasks assigned to team members. You can customise these tiles to your preference by creating a personalised dashboard.
Note: Access to certain components may be restricted based on your user permissions.
Dashboard Management
Dashboard Switch
Toggle between available dashboards or add new ones to your system.
Time Frame
This section lets you change the time frame for the data shown on the widgets.
Customise Dashboard
Click the Edit icon to customise your dashboard. You can add, remove, and reorganise widgets after creating your custom Dashboard.
Check out some of our articles on customising the Dashboard to learn more about the available widgets and Objects!
Selecting a Time Zone
You can switch between time zones by going to the top right corner and clicking the three dots.
This gives you the option to manage the Dashboard time zone.
Here you can switch between the location's time zone and your own. If you view more than one dashboard, the selected time zone will be applied to all.
Quick Filters
If you want to refine the data without the risk of misplaced edits, Quick Filters is the option for you. It lets you apply conditions to the data shown for more focused results.
Dashboard Data Tiles
The Dashboard gives you a summary of your CRM performance. Each data tile provides specific insights to help your business, including views of opportunities, pipeline value, and conversion rates. Some of the most common tiles are:
Opportunity Status
The Opportunity Status tile gives you a quick overview of your lead pipeline's performance. It shows the number of opportunities that were open, closed, or lost within a given period.
Opportunity Value
This tile shows the total potential sales in your pipeline. You can track the value of your pipeline over a selected date range, including its closed, open, and lost values.
Conversion Rate
The Conversion Rate tile shows the health of your business by comparing won leads to total pipeline leads. Customise date ranges to analyse lead conversion rates over specific periods.
Funnel
The Funnel visualisation shows the journey of opportunities through your pipelines. Select a pipeline and date range to view the number of leads, total value, and percentage of leads at each stage.
Stages Distribution
This pie chart visualisation shows the distribution of leads across different pipeline stages. Select a pipeline and date range to view detailed stage information.
Manual Actions
Monitor your team's pending manual actions, broken down by phone calls and SMS. Narrow your focus by selecting specific campaigns, workflows, or individual assignees.
Tasks
View all tasks or filter them by team member and status. Organise tasks by due date to keep track of pending and completed tasks.
Now you're ready to run through your dashboard every time you log in to your account and gain handy insights into your business!