Dashboard
- Customer Service
- Oleg Padalko (Unlicensed)
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Monitor your company's performance in the "Administrative Panel" section of the platform. It opens immediately after you log in. The administrative panel displays analytical information on the company’s work in the form of information blocks, graphs and diagrams:
Display period
At the top you can select the period for which you want to display statistics: for today, the current week, month, year. The "With deleted" checkbox determines whether data on deleted elements (lidgents, tunnels, offers) will be taken into account in statistics charts:
User leads
The "User Leads" block displays the number of leads assigned to a manager in all sales plans:
To see who has the most leads assigned to them, click on the down arrow to the right of “Leads.” So the display mode will be “Descending”:
To display a list of managers with the fewest leads, click on the up arrow. So the display mode will be “Increasing”.
Top leads, offers, tunnels
“Top Lidgents” - displays statistics on leads, “Top Offers” - statistics on offers, “Top Tunnels” - statistics on tunnels. These blocks have a drop-down list from which you can choose which indicator to display statistics for: views, clicks, orders, etc., depending on the element. Statistics are displayed for the top 5 elements:
After selecting an indicator, statistics on it will be displayed in the form of a pie chart. When you hover the cursor over a specific element from the top 5, the indicator for this element will be displayed in the center of the pie chart, and to the right of it - statistics for all indicators:
In “Top Leadgen tools”, before the name of the element, its type is indicated: link (link), widget (widget), etc.
If you need to update the indicators at the moment, you need to click on the icon in the upper right corner of the block.
Efficacy of LGT
The LGT effectiveness graph displays the dynamics of views, subscriptions, and clicks of all the company’s lead generation tools for a certain period:
If you chose to display for the current month, then by hovering your cursor over a point in the graph, you can see how many views, clicks, and subscriptions there were for a specific day in the month.
Orders and sales
This graph shows the dynamics of orders and sales of the company:
When you hover your cursor over a point in the chart, you will see the exact number of orders and sales for a certain day (if the display period is “current month” or “current week”).
ROI
Track your return on investment with ROI:
If there are no costs for the period, then ROI will be 0 according to the formula (Gross income - Expense) / Expense * 100.
Marketing Options
The “Marketing Parameters” chart shows the dynamics of indicators:
СAC -cost of attracting a client;
LTV - total profit from the client;
Ср. чек - average bill:
Tasks
The "Tasks" panel displays information about the status of tasks set for each client card:
Overdue - displays all overdue tasks;
Today - tasks for today;
Done - tasks that moved to the “Done” status throughout the day according to the company’s time zone;
Leads without a task - all leads in all sales plans without a task.