This is an overview of how to interpret and use your dashboard:

Your Dashboard is an overview of your business. It is the first thing you see when you log into the system. It will outline your business's progress and performance. 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***

All data is based on the dashboard's date range. You can now edit each widget to use the dashboard date range or custom date ranges

Dashboard Data Widgets

Your dashboard comprises many different pieces of data that give you a view of your activities and success in your CRM! Below are the different data widgets 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. You can also view data in other pipelines by using the dropdown and selecting the pipeline.

Stages Distribution

This is a donut graph of what stages your Opportunities are within your Pipeline.

You can also view data in other pipelines by using the dropdown and selecting the pipeline.

Manual Actions

An overview of all your manual actions. You can filter your data to see all of the manual actions per workflow, for specific users, or a combination of both. 

Tasks

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

Lead Source Reporting

An overview of your leads, total values, open, won, lost, and abandoned

Google Business Profile

Connect your Google Business Profile to see data from the last 30 days

Facebook and Google Ad Reports

Connect your Facebook and Google Ads to get up-to-date reports

Next: How to edit or add widgets to the dashboard