Introduction
Your Dashboard is designed to give you a comprehensive overview of your business, so you can stay organized and informed with just one glance. From upcoming appointments and recent contacts to to-dos, manual follow-ups and sales results, the dashboard serves as a centralized hub of information, helping you get a better handle on your business goals and objectives.
Furthermore, our dashboard can provide in-depth insights into each of your marketing activities. Lead source reports, pipeline performance, stages distribution and marketing performance can give you a clear understanding of your customer's journey and the efficacy of your campaigns. Plus, you'll be able to track the specific performance of your Facebook and Google Ads campaigns, monitor your online presence with Google My Business and Google Analytics, and get detailed website visitor data. No more guesswork - the Dashboard is the single source you need to make data-driven decisions for a more successful and profitable business!
1. Click "Dashboard"
2. Calendar Widget
This section provides you with a detailed look at the appointments you have scheduled. With a single glance, you can see who you’re meeting with, when, and for how long, allowing you to plan ahead for upcoming meetings. You can also quickly check in with a contact before the meeting, or even reschedule if necessary.
3. Contacts Widget
This widget enables you to quickly view up to 8 contacts that you have either interacted with personally or through the system. This way, you can keep track of these contacts effortlessly.
4. Task Widget
The Task Widget displays a list of assigned tasks and reminders for either a single user or all users associated with your account.
5. Manual Actions Widget
The Manual Actions Widget enables users to see a list of tasks that require manual follow-up with leads and customers through either a manual call or manual SMS.
6. Lead Widget
The widget for leads showcases the count of contacts in your pipeline and provides a brief overview of their current status as Closed, Open, or Lost.
7. Revenue Widget
The estimated value of all leads in your pipelines is easily viewed with the revenue widget, which provides a breakdown of the amount statuses as Closed, Open and Lost.
8. Conversion Widget
Your dashboard features a conversion widget that provides a quick overview of how efficiently your business or users are closing or marking opportunities as Won.
9. Appointments Widget
The Appointments Widget on your dashboard provides a concise summary of your calendar event performance, including the number of booked, showed, no-showed, and cancelled appointments.
10. Lead Source Report Widget
The lead source report widget on the dashboard offers a detailed overview of the traffic sources and their corresponding numbers of leads, values, and statuses related to your pipelines.
11. Pipeline Performance Widget
This display visually presents the current status of your opportunities at various stages within your Pipelines.
12. Facebook Ads Widget
The facebook ads widget provides you with data on total impressions, total clicks, CTR, Average CPC, and total spend
