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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.
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:
This shows the number of Leads in your Pipeline.
You can see all of your Leads' total worth.
You can see the percentage of your ‘WON’ Leads/Accounts.
This is a visual representation of what stages your Opportunities are within your Pipeline.
This is a pie chart of your Pipeline.
This is an overview of all your manual actions.
This shows a list of assigned tasks for one or all users within your Account.
Here you can see where your leads came from and what their values are.
This is a quick overview of your Google Ads reporting. You can find many more details in the "Reporting" section of your CRM.
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.
This chart shows a visual representation of your Google Analytics data on a monthly timeline.
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.
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