Lesson 1: The Dashboard

How To Use The Dashboard

Your Dashboard is an overview of your business. This is the first thing that you will see when you log into . It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard:

Row 1:

Opportunities: Number of Leads in your Pipeline

Pipeline Value: All your leads' total worth

Conversion Rate: Percentage of your ‘WON’ leads/accounts

Row 2:

Funnel: A visual representation of what stages your opportunities are within your Pipeline

Stages Distribution: This is a cycle graph of your Pipeline

Row 3:

Manual Actions: An overview of manual actions

Tasks: A list of assigned tasks for one or all users within your account.

Row 4:

Lead Source Report: Here you can see where your leads came from and what their values are.

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