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.

NOTE: Depending on your user permissions, you may not have access to all of the components.

Dashboard Data Tiles

Your dashboard is made up of many different pieces of data that give you a 10,000 ft view of your activities and success in your CRM! Below are the different data tiles that you will see, and what they are used for:

Opportunities

Number of Leads in your Pipeline.

Pipeline Value

All of your Leads' total worth.

Conversion Rate

Percentage of your ‘WON’ Leads/Accounts.

Funnel

A visual representation of what stages your Opportunities are within your Pipeline.

Stages Distribution

This is a cyclic graph of your Pipeline.

Manual Actions

An overview of all your manual actions.

Tasks

A list of assigned tasks for one or all users within your Account.

Lead Source Report

Here you can see where your leads came from and what their values are.

Google Ads Reporting

This is a quick overview of your Google Ads reporting. You can find many more details in the "Reporting" section of your CRM.

Google My Business

This is a quick view of your Google My Business (Now called "Google Business Profile" listing performance such as website visits, phone calls, searches, and interactions.

Google Analytics Data

This chart shows a visual representation of your Google Analytics data on a monthly timeline.

Website Visitors

Here you can see a breakdown of your website visitor demographics including age, gender, device type, and the overall conversion rates.

If you have set up your online listings inside your CRM, you will also see a breakdown of the listings here.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!