Dashboard
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1. Introduction
The Dashboard opens immediately after logging in and displays analytical information about the company's performance as informational blocks, charts, and diagrams. Use it to track lead generation efficiency, sales, ROI, and marketing metrics.
From this guide you will learn:
how to select the statistics display period;
what the lead blocks, top-element blocks, sales charts, and ROI chart show;
how to work with the tasks panel on the dashboard.
2. Key terms
Term | Definition |
|---|---|
LGT (lead generator) | A lead generation tool: link, widget, subscription page, etc. |
ROI | Return on Investment. Formula: (Gross Income − Expense) / Expense × 100. If there are no expenses — ROI equals 0. |
CAC | Customer Acquisition Cost — the cost of acquiring one customer. |
LTV | Lifetime Value — total revenue generated from a customer over time. |
Average order value | The average amount of a single sale. |
3. Interface overview
The Dashboard consists of several blocks. Each is described below.
3.1. Display period
At the top of the panel, select the period for displaying statistics: today, the current week, month, or year. The «With deleted» checkbox determines whether data about deleted items (LGT, funnels, offers) is included in the charts.
3.2. User leads
The «User leads» block displays the number of leads assigned to each manager across all sales plans.
Click the down arrow to the right of «Leads» — the list sorts descending (most leads at the top). Click the up arrow — the list sorts ascending (fewest leads at the top).
3.3. Top lead generators, offers, funnels
Three blocks display the top-5 elements with the highest metrics:
Top lead generators — statistics for lead generation tools.
Top offers — statistics for offers.
Top funnels — statistics for sales funnels.
Each block has a dropdown to select the metric: views, clicks, orders, etc. In «Top LGT», the element type is shown before its name: link, widget, etc.
After selecting a metric, the statistics are shown as a pie chart. Hovering over a top-5 element shows its value in the centre of the chart, with full metric statistics displayed to the right.
3.4. LGT efficiency
The chart shows the dynamics of views, subscriptions, and clicks for all lead generation tools over the selected period. Hovering over a point on the chart shows exact values for that specific time interval.
3.5. Orders and sales
The chart displays the dynamics of the company's orders and sales over the selected period. Hovering over a point shows the exact number of orders and sales for that time interval.
3.6. ROI
The chart displays the dynamics of the return on investment (ROI) over the selected period. If there are no expenses for the period — ROI will be 0 according to the formula: (Gross Income − Expense) / Expense × 100.
3.7. Marketing parameters
The chart shows the dynamics of three marketing metrics:
CAC — customer acquisition cost.
LTV — customer lifetime value.
Average order value — average amount of a single sale.
3.8. Tasks
The «Tasks» panel displays the status of tasks assigned to you — in client cards or deals within sales plans:
Overdue — all overdue tasks.
Today — tasks for the current day.
Done — tasks moved to «Done» status during the day (according to the company's time zone).
Leads without tasks — all leads in all sales plans with no assigned tasks.
Note: to refresh the metrics, click the refresh icon in the top-right corner of the relevant block, or reload the browser page.
4. Related guides
Guide | Purpose |
|---|---|
Managing sales plans, leads and tasks. |