Dashboard Overview
Overview
The Dashboard provides a quick, customizable snapshot of your most important business data. You can choose which widgets appear, arrange them to suit your workflow, and monitor key activities at a glance.
The system Dashboard is designed to help you stay on top of leads, appointments, tasks, and communication without navigating multiple pages.
Dashboard Video:
How to Customize Your Dashboard
1. Access the Dashboard
- Navigate to Dashboard from the main menu.
Your default widgets will be displayed.
2. Enter Customize Mode
- Right-click and choose Customize or click the Customize This Screen link at the top or bottom of the Dashboard.
The screen will switch to edit mode, showing edit and layout options.
3. Add or Remove Widgets
- Use the Add Widget button to add new items.
- To remove a widget, click the trashcan icon on that widget.
- Widgets may include:
- New Leads
- Upcoming Appointments
- Email Opens
- Tasks & To-Dos
- Landing Page Performance
4. Rearrange Widgets
- Drag and drop widgets to rearrange them in your preferred order.
- Changes save automatically or by clicking Save Changes.
5. Save and Exit
- Once customization is complete, click Save or Return to Dashboard.
- Your personalized layout will appear every time you access the Dashboard.
Example Use Cases
- Prioritize New Leads and Appointments on top to never miss follow-ups.
- Add Email Opens for insight into recent engagement.
- Track Lead Page Performance to monitor campaign success.
- Remove unused widgets to reduce clutter.
Dashboard Questions and Answers
Q: Can I reset the Dashboard to default?
A: Yes. Use the Reset to Default button in Customize mode to restore the original layout.
Q: Are widgets shared between team members?
A: No. Each user customizes their own Dashboard layout.
Q: Can I create multiple Dashboard layouts?
A: The system supports one layout per user. You can change it anytime. You can use multiple Tabs to have more custom views.
Q: Do changes save automatically?
A: You must click Done to confirm edits.
Troubleshooting Tips
- Widgets not showing? Check that they’re added and not hidden in Customize mode.
- Changes didn’t save? Make sure you clicked Done before exiting Customize mode.
- Data missing? Confirm that contacts, tasks, or appointments are entered correctly in the system.
Video Transcript
Your car’s dashboard tells you what’s going on under the hood. Like how fast you are going and how much fuel you have left. It will even remind you to fasten your seatbelt.
Your database Dashboard does the same thing for your database. And it’s one of the most important screens in the entire system.
Your Dashboard can:
- Tell you how many new contacts have been added to the system, and who they are.
- It can remind you about to-do’s and upcoming appointments.
- Show you how your landing pages are performing.
- Tell you about today’s birthdays,
- And it can even keep track of the number of contacts you have in a certain category.
Since different things are important to different people, we’ve made the Dashboard completely customizable.
When you right-click anywhere on your dashboard, this button will show up, and it will take you to the customize screen.
From here, we can move any of these widgets around however we want to. Then you can click here to add additional widgets.
When you add a widget, it will appear at the top left part of your screen. With some widgets, you will want to hit this edit button to configure it for your dashboard.
You can add as many widgets as you would like, and the Dashboard will just scroll so you can see them all.