Dashboard Overview

Getting to Know Dashboards Before you begin crafting new dashboards, it’s crucial to grasp their role within your CRM. Dashboards serve as personalized interfaces that allow you to monitor and assess a variety of data at a glance. They are adaptable to display information tailored to specific objectives, such as tracking contact numbers, sales performance, or campaign outcomes. Primary Dashboard: This is the main screen you see when you log into your account, offering a summary of critical metrics and data. Subaccount Dashboards: Found within individual subaccounts, these dashboards provide a more targeted view of data specific to that account or client. Steps to Create Multiple Dashboards To start building multiple dashboards, follow these instructions: Switch to the Desired Subaccount: Begin by navigating to the subaccount where you intend to create a new dashboard. Note that multiple dashboards cannot be created within the main agency dashboard. Enter the Dashboard Section: Within the chosen subaccount, find and select the dashboard section. Initiate a New Dashboard: Click on the option to create a new dashboard. You will be asked to name your dashboard and determine visibility settings, such as who can view or edit it. Personalize Your Dashboard: Once your new dashboard is set up, start personalizing it by adding widgets. Widgets can present various types of data, including contact statistics or performance graphs. Select the widget type and adjust its settings to fit your requirements. Modify and Save Your Layout: After arranging your widgets, you can modify the layout to your preference and save your changes. This ensures your dashboard reflects the data exactly as you intend. Helpful Hints and Solutions Naming Conventions: Give your dashboards clear and descriptive names based on their content or purpose to facilitate easy navigation. Dashboard Pinning: Pin the dashboards you use most often to the top of the dashboard section for quicker access. Data Issues: If a widget displays “no data,” verify that the data source is set up correctly and that there is relevant data available to display. Common Questions What are dashboards, and how do they operate? Dashboards are flexible interfaces that allow users to efficiently view and analyze various data types. They can be customized to show specific metrics like contact volumes, sales data, or campaign performance. What is the Main Dashboard? The Main Dashboard is the default interface visible when you first log into your account, providing a summary of key metrics and information pertinent to your activities. What should I do if a widget shows “no data”? Check the Data Source: Ensure the widget’s data source is configured correctly. Verify Data Availability: Make sure there is relevant data that the widget can display. Is it possible to duplicate dashboards in different subaccounts? Yes, you can replicate or clone dashboards across subaccounts, which helps maintain consistency across different clients or projects.

Why This Feature is Essential for Your Business Customized Widget Display: Adjust your dashboard widgets to reflect distinct stages in your pipeline, providing a clearer overview of business activities and enabling precise analysis. In-Depth Analysis: Filtering data by various pipeline stages allows for a more detailed examination, leading to better-informed decisions. Improved Workflow Efficiency: Streamline your operations by tailoring your dashboard to present only the necessary information, enhancing data visualization and ease of sharing. Step-by-Step Instructions for Implementing Custom Dashboard Filters To fully utilize this feature, follow these simple steps: Accessing Your Dashboard: Go to the dashboard via the left-side navigation menu. Click the "Edit Dashboard" button to begin customization. Adding a New Widget: Click the "Add Widget" button to access the widget selection menu. Select the appropriate widget from the "Opportunities" section. Configuring Your Widget: After selecting your widget, click the "Conditions" button. Choose "Pipeline" from the dropdown to specify the pipeline you want to focus on. Click "Add Stage" to further refine your widget by selecting specific stages within the chosen pipeline. Customizing Filters and Stages: Select the filters and pipeline stages that align with your business needs, ensuring your dashboard provides the most relevant insights. By following these instructions, you can effectively personalize your CRM dashboard widgets to include specific pipeline stages. This customization not only enhances your analytical capabilities but also streamlines your workflow, leading to more strategic decision-making. Troubleshooting and Common Questions Widget Showing Incorrect Data: Verify that you've selected the correct pipeline and stages. Recheck your filters for any mistakes. Dashboard Customization Not Saving: Ensure you click the "Save" button after making modifications. If problems continue, try refreshing the page or clearing your browser cache. FAQ: Can I filter by multiple pipelines within a single widget? Currently, widgets can filter by one pipeline at a time. However, you can add multiple widgets to cover different pipelines.

The newly introduced Opportunity Date Filter on your dashboard offers a powerful tool for tailoring your opportunity tracking to specific dates, either the original creation date or the most recent status change. This feature is designed to give you greater control over how you analyze and display your sales data, aligning more closely with your business objectives. Key Advantages: Personalized Performance Insights: Adjust your dashboard to highlight opportunities and sales data that align with your strategic focus. Improved Sales Analysis: Opt between analyzing opportunities by their creation date or their status change date to gain a clearer picture of sales performance. Swift Decision-Making: Obtain rapid insights into your sales metrics directly from your dashboard, aiding in more informed business decisions. How to Implement the Date Filter Navigating to the Dashboard: Start by selecting the dashboard tab located in the left sidebar of your CRM’s interface. This will take you to your main dashboard overview. Using the Date Filter: Locate the filter icon within the Opportunity Status Card on your dashboard. Click on this icon to access the available filtering options. You will have two choices: "Status Change" and "Created On." These allow you to filter and calculate opportunities based on the chosen date criteria. Real-World Applications and Scenarios Analyzing Sales Trends: A sales manager might use the filter to contrast the number of opportunities initiated in a particular month against those that were closed, providing valuable insights into sales trends and potential areas for improvement. Evaluating Business Strategies: Business owners can use the filter based on the latest status changes to evaluate the success of recent sales strategies or marketing efforts. Troubleshooting and Common Questions Q: What should I do if the filter doesn’t return any data? A: Make sure that your CRM has recorded opportunities that match the selected filter criteria. If the problem continues, try refreshing the dashboard. Q: Can I use more than one filter at the same time? A: Currently, the Opportunity Date Filter allows you to select either the creation date or the last status change date individually. For more complex filtering needs, you might consider using additional dashboard tools or generating custom reports.

The Dashboard delivers a broad, visual summary of your business's key performance indicators, such as opportunity tracking, pipeline valuation, and conversion rates. These insights are crucial for understanding your business's current status and potential growth paths. As you explore the Dashboard, you'll find various tiles presenting important data on your business operations, customer journeys through the pipeline, Google Ads metrics, Google My Business activities, and team task management. These tiles are fully customizable, allowing you to design a Dashboard that meets your unique needs. Note: Your ability to access certain dashboard features may be limited by your user permissions. Key Data Tiles The Dashboard includes a variety of data tiles that offer a snapshot of your CRM's performance. Each tile provides specific insights aimed at driving your business success, covering areas like opportunities, pipeline value, and conversion metrics. Opportunity Overview Tile The Opportunity Overview Tile gives a quick snapshot of your sales pipeline, showing the number of opportunities that are open, closed, or lost over a specific time period. Pipeline Value Tracker This tile visualizes the total potential revenue within your pipeline. It enables you to track the pipeline's value over a selected date range, including the value of closed, open, and lost opportunities. Conversion Rate Indicator The Conversion Rate Indicator tile provides a key measure of your business's health by comparing the number of won leads to the total number of leads in your pipeline. You can adjust the date range to examine conversion rates over different time frames. Funnel Visualization The Funnel Visualization outlines the progression of opportunities through your sales pipelines. By selecting a specific pipeline and date range, you can see the number of leads, total value, and the percentage of leads at each stage. Stage Distribution Chart This pie chart offers a breakdown of the distribution of leads across different stages in your sales pipeline. You can choose a particular pipeline and date range to view detailed stage-by-stage information. Manual Actions Tracker Keep track of your team's pending manual tasks, categorized by phone calls and SMS. You can filter the data to focus on specific campaigns, workflows, or team members. Task Management Panel View and manage tasks with filters for team members or task status. Organize tasks by due date to stay on top of pending and completed work. Lead Source Analysis The Lead Source Analysis tile provides a comprehensive view of where your leads are coming from. It includes details on the total number of leads, their value, and their status (open, won, or lost). You can customize the date range to analyze lead sources over various periods. Google Ads Performance Overview If your Google Ads account is connected to your CRM, this tile gives you a 30-day summary of your Google Ads performance, including metrics like impressions, clicks, click-through rates, average cost per click, and total spending. Google My Business Activity This tile provides an overview of your Google Business Profile's performance over the last 30 days, with data on interactions, searches, website visits, and phone calls. Google Analytics Summary Monitor your Google Analytics data over the past 12 months using an interactive chart. This chart shows total page views and traffic sources broken down by month. Facebook Ads Insights If connected, this tile gives you a 30-day summary of your Facebook Ads performance, similar to the Google Ads Performance tile. Personalize Your Dashboard Experience To personalize your Dashboard, click on the Edit icon. This feature allows you to add, remove, and rearrange widgets, enabling you to create a custom Dashboard tailored to your needs. Check out our articles on customizing the Dashboard to learn more about the available widgets and options! Adjusting Time Zone Settings To switch between time zones, navigate to the top right corner of the Dashboard and click on the three dots. This will give you the option to manage the Dashboard's time zone, allowing you to toggle between the location's time zone and your own. The selected time zone will apply to all dashboards if you are viewing more than one. Now, you're ready to explore your dashboard every time you log in to your account, gaining valuable insights into your business operations!

Dashboards serve as vital tools for tracking performance and making informed decisions. To improve user experience and security, the platform offers advanced, customizable permissions for dashboard access, allowing greater control over who can view, modify, and manage dashboards. This functionality enables users to tailor their dashboard settings to meet their specific needs, whether prioritizing privacy or facilitating collaborative efforts. Permission Levels Explained There are four distinct levels of dashboard permissions available: FULL ACCESS: Users with this level can create, edit, share, and delete dashboards. EDIT ACCESS: This level allows users to modify the dashboard and its widgets but does not permit deletion. VIEW ACCESS: Users can only view the dashboard without making any changes. NO ACCESS: Users are entirely restricted from viewing or interacting with the dashboard. How to Manage Dashboard Permissions Setting Permissions for New Dashboards When creating a new dashboard, you can specify the desired permissions: Customize During Creation: Set the appropriate permissions as part of the dashboard creation process. Enable Private Mode: If you require a private dashboard, toggle the private setting. Adjusting Permissions for Existing Dashboards To manage permissions on an existing dashboard: Access the Dashboard: Click on the three dots located in the upper right corner of the dashboard. Select "Manage Permissions" from the dropdown menu.  Update Permissions: Toggle the private setting if necessary. Assign the appropriate permission level to each user.  Save Your Changes: Click "Save" to apply the updates.  Why These Permissions Matter Personalized Access Control: Tailor access permissions to fit your specific requirements, ensuring that only authorized users have the appropriate level of access. Enhanced Security: Restrict access to sensitive information by setting precise permissions. Optimized Collaboration: Facilitate team collaboration by granting the right access levels, improving workflow efficiency. Frequently Asked Questions Q: How do I assign permissions when creating a dashboard? A: During the dashboard creation process, you'll have the option to set permissions. You can also toggle the private option if necessary. Q: Can I modify permissions for an existing dashboard? A: Yes, you can update permissions by clicking the three dots in the dashboard's top right corner and selecting "Manage Permissions." Q: What permission levels are available? A: The available levels are FULL ACCESS (create, edit, share, delete), EDIT ACCESS (edit only), VIEW ACCESS (read-only), and NO ACCESS (no access). Q: How does role hierarchy influence permissions? A: The system automatically adjusts permissions based on role hierarchy, ensuring that lower-level roles do not have higher access privileges than upper-level roles. Troubleshooting Common Issues Issue: Unable to modify dashboard permissions. Solution: Ensure you have sufficient privileges to manage the dashboard. Check if role hierarchy constraints are affecting your ability to update permissions. Issue: Changes to permissions are not being saved. Solution: Confirm that you clicked "Save" after making adjustments. If the issue persists, refresh the page and try again. Issue: Users are unable to access a dashboard despite having permissions. Solution: Verify that the correct permission level has been assigned. Also, check if the dashboard is set to private and adjust the settings if needed. These advanced permission features empower you to manage your dashboard settings effectively, ensuring a secure, customized, and collaborative experience for all users.

Dashboards are essential tools for monitoring performance and guiding decisions. To improve user experience and security, our platform offers advanced, customizable permissions for dashboards. These controls provide users with the flexibility to define who can view, modify, and manage dashboards, ensuring an experience tailored to their specific needs—whether for individual privacy or collaborative teamwork. Available Permission Levels: FULL: Grants complete control, including creating, editing, sharing, and deleting dashboards. EDIT: Allows for editing dashboard content and widgets, but restricts deletion. VIEW: Provides read-only access, preventing any modifications. NO ACCESS: Completely restricts dashboard access. How to Manage Permissions Setting Permissions on New Dashboards: Customize Permissions: When creating a new dashboard, select the desired permission settings. Enable Private Dashboard: If the dashboard needs to be private, simply toggle the privacy setting.  Modifying Permissions on Existing Dashboards: Access the Dashboard: Click the three dots located in the upper-right corner of the dashboard. Select "Manage Permissions" to modify the current settings.  Adjust Permissions: Toggle the Private Dashboard option if necessary. Assign the appropriate permission level to each user.  Save Your Changes: Click "Save" to confirm and apply the new permissions.  Permission Levels Overview: This table provides a summary of what each permission level allows you to do on dashboards.  Importance of Customized Permissions Enhanced Privacy and Collaboration: Fine-tune permissions to match your requirements, ensuring proper access for everyone involved. Increased Security: Protect sensitive information by restricting access to authorized individuals only. Optimized Workflow: Assign the right access levels to team members, promoting efficiency and effective collaboration. Frequently Asked Questions Q: How do I set permissions when creating a new dashboard? A: During the creation process, you'll be prompted to set permissions. You can also toggle the Private Dashboard option if privacy is needed. Q: Can I change permissions on an existing dashboard? A: Yes, by clicking on the three dots at the top right corner and selecting "Manage Permissions." Q: What permission levels are available? A: The four levels are FULL (create, edit, share, delete), EDIT (edit only), VIEW (read-only), and NO ACCESS (restricted access). Q: How does the role hierarchy impact permissions? A: Permissions are adjusted according to the role hierarchy, ensuring lower-level roles don’t have higher access levels than superior roles. Troubleshooting Tips Problem: Permission changes aren't saving. Solution: Ensure you clicked "Save" after making adjustments. If the issue continues, refresh the page and reapply the permissions. Problem: Users can't access a dashboard despite being given permissions. Solution: Verify that the correct permission level is assigned and check if the dashboard is set to private. Adjust as needed. These advanced permission controls empower you to manage your dashboard access effectively, fostering a secure, collaborative environment for your team.

Understanding Dashboard Capabilities Dashboards are flexible interfaces designed to provide quick access to and analysis of various data sets. They can be customized to showcase particular metrics, such as contact volumes, sales performance, or the success of marketing campaigns. Primary Dashboard: This is the main interface that appears when you log into your account, offering a snapshot of essential data and metrics. Steps to Create Multiple Dashboards Adding a New Dashboard To begin setting up multiple dashboards, follow these steps: Create a New Dashboard: Navigate to the Dashboard section and select the option to add a new dashboard. Naming and Permissions: You will be prompted to assign a name to the dashboard and set visibility permissions, such as who can view and edit it. Finalizing Setup: After configuring permissions, click the "Confirm" button to complete the setup. Customizing Your Dashboard Once your dashboard is created, you can tailor it by adding widgets that display different types of data, such as contact statistics or performance indicators. Choose the widget that fits your needs and adjust its settings accordingly. Adjusting and Saving Your Dashboard Organize and modify the widgets as necessary to ensure the dashboard effectively presents your data. Don’t forget to save your changes to maintain the desired layout. Useful Tips and Common Issues Dashboard Naming: Use clear and descriptive names for your dashboards based on their content or purpose, making it easier to switch between them. Pinning Dashboards: For quick access, pin your most-used dashboards to the top of the dashboard section. Widget Display Issues: If a widget shows "no data," double-check that the data source is correctly linked and that relevant data exists for the widget to display. Frequently Asked Questions (FAQs) Q: What are dashboards, and how do they work? A: Dashboards are customizable tools that allow users to quickly access and interpret various data types. They can be configured to show specific metrics like contact volumes, sales figures, or campaign results. Q: What is the Primary Dashboard? A: The Primary Dashboard is the main interface you see when logging into your account. It gives an overview of crucial data and metrics related to your activities. Q: What should I do if a widget displays "no data"? A: Ensure that the widget's data source is correctly set up and that there is available data for the widget to present.

Ensure your team kicks off their day with the essential information right at their fingertips by configuring a default dashboard. This guide will walk you through the steps to easily set up a default dashboard, allowing key insights to be shared effortlessly. Once configured, your team will have instant access to crucial data, helping them stay informed and productive. Understanding Default Dashboards Configuring default dashboards lets you tailor the dashboard experience to match your team’s unique needs. By doing so, the most important insights and metrics will be readily visible to your team members every time they log into their accounts, ensuring they can quickly access the critical information they need. Steps to Set Your Default Dashboard Access the Dashboard Section: Begin by navigating to the Dashboard section. Once there, locate and click the blue button to choose the dashboard you want to set as the default. Set as Default: Next, click on the three-dot menu located in the upper right-hand corner. From the dropdown menu that appears, select the option labeled “Set as default dashboard.” ? Important: Only Account Admins with full dashboard access can set default dashboards. Confirm Your Selection: Lastly, confirm your choice to change the default dashboard. After confirming, this dashboard will become the primary one your team sees upon logging in. With this setup, your team can swiftly access the most relevant information, boosting productivity and keeping everyone aligned with the latest data and insights. For more information on creating and customizing dashboards, be sure to explore our other articles in this section. Additional Tips: To set a specific dashboard as the default, ensure that all user roles have permission to view it. You cannot delete a dashboard set as your default until another dashboard is designated as the default.

The Multiple Dashboards feature offers users enhanced control and customization over their data visualization experience. This advanced tool allows for the creation, management, and personalization of various dashboards to meet specific analytical needs. By utilizing this feature, users can significantly boost their ability to analyze data, making their interaction with dashboards more intuitive and tailored to their preferences. Key Advantages Enhanced Flexibility: Easily manage and display data across several dashboards, breaking free from the limitations of a single dashboard view. Efficiency Boost: Speed up your workflow by cloning dashboards for quick setup and easy modifications. Targeted Control: Apply custom permissions to securely share and restrict access to specific data. Organized Workspace: Keep your dashboard environment tidy by removing unnecessary dashboards and pinning the most important ones for quick access. Essential Features Creating Dashboards Design and compile necessary data and insights by generating a new dashboard. Pinning Dashboards Mark essential dashboards as favorites for rapid access. Cloning Dashboards Easily duplicate existing dashboards to streamline modifications and eliminate redundant setup efforts. This feature is available to users with Full and View-only access. Default Dashboard Setup Establish a default dashboard for all users, presenting them with key information upon login. Default dashboards serve as the primary landing page, while pinned dashboards offer personalized quick access options. Time Zone Alignment Sync your dashboard data with your local time zone to ensure accuracy and efficiency. Permission Management Dashboard owners and those with full access can manage who views or edits the dashboard. Set dashboards to Private to control visibility. Deleting Dashboards Dashboard owners have the authority to remove unnecessary dashboards, helping maintain a clutter-free workspace. Detailed Insights & Data Exporting Click on any data point within charts or widgets to explore detailed records. Export data as a CSV file using the export icon. ?Note: Do not switch tabs or close the window during an export process. Currently, detailed insights are not available for widgets that rely on third-party platforms such as Facebook and Google. Frequently Asked Questions Q: Can I duplicate a dashboard? A: Yes, users with Full and View-only access can create copies of dashboards for easier modifications. Q: How can I adjust dashboard permissions? A: Click the three dots in the upper-right corner of the dashboard and select "Manage Permissions" to update settings. Q: What happens when a dashboard is deleted? A: Deleting a dashboard permanently removes it, helping you keep your workspace organized. Q: How do I pin a dashboard? A: Use the pin option to highlight key dashboards for fast access. Q: How do I set a dashboard as the default? A: Go to dashboard settings and choose the option to make it the default for all users. Q: Can data from widgets be exported? A: Yes, click the export icon on the widget or in the detailed view to download the data. Q: How is the time zone synchronization managed? A: The dashboard's data can be aligned with your local time zone for better accuracy and efficiency. Troubleshooting Tips Issue: Dashboard cloning fails. Solution: Verify your access level. Only users with Full and View-only access are permitted to clone dashboards. Issue: Permission changes aren't saving. Solution: Ensure you have the correct permissions to manage the dashboard. If the issue persists, refresh the page and attempt the change again. Issue: Data discrepancies due to time zone differences. Solution: Use the time zone synchronization feature to align the dashboard data with your local time. By embracing these features, users can optimize their dashboard management, leading to more efficient and organized data visualization and analysis.