Dashboard

UA	US	RU

UA	US	RU

Track the company's performance in the platform's "Admin Panel" section. It opens immediately after logging into the system. The admin panel displays analytical information about the company's operations in the form of informational blocks, charts, and graphs

• Display period

• User leads

• Top lead generators, offers, funnels

• LGT efficiency

• Orders and sales

• ROI

• Marketing parameters

• Tasks

Display period

At the top, you can select the period for which to display statistics: today, the current week, month, or year. The "With deleted" checkbox determines whether data about deleted items (LGT, funnels, offers) will be included in the statistics charts

User leads

The "User leads" block displays the number of leads assigned to the manager across all sales plans

To see who has the most leads assigned, click the downward arrow next to "Leads." This will set the display mode to "Descending"

Top LGTs generators, offers, funnels

"Top lead generators" displays statistics for lead generators, "Top offers" shows statistics for offers, and "Top funnels" presents statistics for funnels. These blocks have a dropdown menu where you can select the metric to display statistics by: views, clicks, orders, etc., depending on the element. The statistics are displayed for the top 5 elements with the highest metrics

After selecting a metric, the statistics will be displayed in the form of a pie chart. When hovering the cursor over a specific element from the top 5, the metric for that element will appear in the center of the pie chart, and to the right of it, statistics for all metrics will be shown

In "Top LGT," the type of the element is indicated before its name: link, widget, etc.

LGT Efficiency

The LGT efficiency chart shows the dynamics of views, subscriptions, and clicks for all lead generation tools of the company over a specified period

If you selected the display for the current month, hovering the cursor over a point on the chart will show the number of views, clicks, and subscriptions for that specific period within the month.

Orders and Sales

This chart shows the dynamics of the company's orders and sales.

When you hover the cursor over a point on the chart, you will see the exact number of orders and sales for a specific period.

ROI

Track the dynamics of the return on investment (ROI) indicator using the ROI metric.

If there are no costs for the period, the ROI will be 0 according to the formula (Gross Income - Expense) / Expense * 100.

Marketing Parameters

The "Marketing Parameters" chart displays the dynamics of the following metrics:

• CAC - customer acquisition cost

• LTV - customer lifetime value

• Avg. check - average order value

Tasks

The "Tasks" panel displays information about the status of tasks for you as a platform user, assigned to each client card or in deals within sales plans

• Overdue - all overdue tasks are displayed

• Today - tasks for today

• Done - tasks that have moved to the "Done" status throughout the day according to the company's time zone

• Leads without tasks - all leads in all sales plans without tasks