The Dashboard
A complete walkthrough of the Dashboard: the four summary tiles, the breakdown charts and how to click through to the leads behind them, Upcoming Tasks in list and calendar view, Pipeline Value, Time to First Touch, and how to rearrange, hide and save up to three layouts of your own.
On this page
Your Dashboard is the first thing you see when you sign in, and it is built to answer one question before anything else: what needs my attention today? Everything below that shows you how your leads are arriving, where they are sitting, and how your team is handling them.
This guide walks through every part of the page, top to bottom, and explains what each number actually means.
The layout at a glance
The page is made up of a toolbar, an optional account message, four summary tiles, and then a series of sections. Almost everything can be moved, and most sections can be hidden if you do not need them.
The top of the Dashboard. The toolbar sits on the teal bar, with the four summary tiles directly beneath.
The toolbar
Everything that changes the page itself lives on the teal bar at the top.
| Button | What it does |
|---|---|
| Refresh | Reloads every chart and number on the page without reloading the whole page. |
| Layout | Switches between your saved layouts, and lets you rename or reset the one you are using. |
| Arrange / Show Sections | Opens a small map of the page so you can reorder sections or bring hidden ones back. |
| Back to classic Dashboard | Returns you to the older Dashboard. |
| Remove Classic Layout Option | Permanently removes the option to go back. Use this once you are settled in. |
| Help | Brings you to this guide. |
The four summary tiles
These four numbers are your work queue. They sit at the very top on purpose, and each one is clickable — selecting a tile takes you to the matching list so you can act on it straight away.
| Tile | What it counts |
|---|---|
| Overdue Tasks | Tasks assigned to you with a scheduled date in the past that have not been completed. |
| Tasks Due Today | Tasks assigned to you that are scheduled for today. |
| Unread Leads | Leads that have never been opened by anyone who can see them. |
| Idle Leads | Leads created in the last 90 days with no task, no sent email, and no logged call, text or visit. In other words, leads nobody has touched. |
Making the page yours
Moving sections around
Every section has a small grip icon in its top-left corner. Drag a section by its header and drop it where you want it. Your arrangement saves automatically — there is nothing to click afterwards.
The four summary tiles can be reordered too, using the small grip in the top-right corner of each tile.
Using the Arrange / Show Sections window
Dragging full-height sections down a long page can be awkward, so the toolbar has a shortcut. Arrange / Show Sections opens a miniature version of the page where every section is a single row.
The Arrange window. Drag any row to reorder, then press Apply.
Drag rows to reorder them, then press Apply. Nothing changes on the page until you do, so you can experiment freely and press Cancel if you change your mind.
Hiding sections you do not use
Not every business needs every section. Sections that can be hidden show a Hide Panel button next to the grip in their header. Hiding a section does more than tuck it away — the section stops loading altogether, which makes the page faster.
To bring a hidden section back, open Arrange / Show Sections. Hidden sections are listed at the bottom in grey with their names crossed out. Click the eye icon beside one to show it again.
Saving up to three layouts
You can keep up to three different arrangements and switch between them from the Layout menu. Each layout remembers its own section order, its own chart choices, and its own date ranges.
That is useful when you wear more than one hat — for example a day-to-day layout focused on tasks and unread leads, and a separate one for reviewing performance at the end of the month.
- Choosing an empty layout starts it as a copy of the one you are on, so you never begin from a blank page.
- Rename this layout gives it a name you will recognise in the menu.
- Reset this layout returns it to the standard arrangement and default charts.
The breakdown charts
There are three breakdown charts and they all work the same way. They are numbered Breakdown 1, Breakdown 2 and Breakdown 3 so you can tell them apart when you move them around.
Each one has three controls:
- A data dropdown — choose what the chart counts: leads over time, or leads grouped by type, source, status, form, email source or user.
- A style switch — Area, Bar or Pie. Breakdown 3 is always a donut.
- Date buttons — Day, Week, Month, Year, All time, or a custom range you pick yourself.
Two breakdown charts side by side. The donut on the right shows the same kind of data as a share of the total.
Every choice you make is remembered, so the charts look the same next time you sign in.
Clicking a chart to see the leads behind it
A number on a chart is only useful if you can get to the leads behind it. Click any bar or pie slice and a panel opens listing those leads by name.
Clicking a bar opens the leads behind it, with a search box and paging.
- Each name links straight to that lead.
- The search box filters by name or email address.
- Use the arrows at the bottom to page through when there are more than twenty-five.
- Close the panel with the × in its corner, or by pressing Escape.
The projection line
When a chart is showing leads over time as an Area or Line chart, and the date range is set to Year or All time, the chart adds a dashed line continuing past today. That is a projection of the months ahead.
It is worked out from your recent monthly totals, with an allowance for the time of year — so if your quiet months are always November and December, the projection expects that. A note beside the chart title tells you how many months it was based on.
Upcoming Tasks
This section is your task list for the days ahead, and it works in two views.
List view, filtered to this month. Completed tasks appear struck through.
The filter buttons narrow the list to Overdue, Today, Tomorrow, Next 7 days or This month. Overdue tasks are marked in red so they stand out.
Each row has two small icons on the left: a tick to mark the task complete, and a bin to delete it. Both act immediately, so you can clear your list without leaving the Dashboard.
Calendar view. Use the arrows to move between months, and the month, week and day buttons to change the view.
Calendar view shows the same tasks on a monthly grid. It is the better view when you are planning ahead rather than working through today. Your choice of view is remembered.
View all in the corner takes you to the full Tasks section, where you have more filtering and can add tasks in bulk.
Unread Leads
A straightforward list of leads nobody has opened yet, newest first.
Unread Leads, showing each lead’s email address, status and who it is assigned to.
Each row shows the lead’s name, email address, current status, who it is assigned to, when it arrived, and its type. Names and email addresses are both clickable.
If you have saved views set up, the dropdown beside the title lets you swap this list for one of them.
Leads by Status Criteria
If your pipeline statuses have criteria attached to them, this section breaks each status down by those criteria — so you can see not just how many leads are at a stage, but what is true about them.
Each status appears as a bar, split by criteria. The grey portion is leads with no criteria recorded.
The buttons above the chart let you filter to a single criterion, which redraws the chart to show only leads matching it.
Pipeline Value
This is where your pipeline turns into money. It uses two fields on each lead: the value of the deal, and the probability of it closing.
The four Pipeline Value figures, with a warning about unusually high values.
| Figure | What it means |
|---|---|
| Weighted forecast | Each open deal’s value multiplied by its probability, added together. A lead worth $10,000 at 20% contributes $2,000. This is the realistic number. |
| Open pipeline | The full value of everything still open, with no probability applied. The best case. |
| Median deal | The typical deal size. Useful for spotting when a total is being carried by one large deal. |
| Closed won | The value of deals in a status marked as won, with lost shown underneath. |
The chart below the figures breaks the same values down by pipeline stage, showing both the weighted and the full value of each.
If a value looks like a mistake — far larger than everything else — the section flags it and leaves it out of the totals, so one mistyped figure cannot distort the picture. Those leads are worth checking and correcting.
Time to First Touch
How quickly do new leads hear from you? This section measures the time between a lead arriving and the first outbound contact — an email, a call, a text or a visit.
Median response time on the left, and how responses are distributed on the right.
The left chart tracks the median response time month by month. The right chart shows the spread: how many leads were contacted within an hour, within four hours, within a day, and so on.
The line beside the title gives you the headline — the overall median, and the percentage of leads that were never contacted at all. That second figure is often the more useful one.
User Activity on Leads
A table of what each person on your account has done: emails sent, calls, texts and visits logged, tasks created and completed, the statuses of their leads, and how many leads they are assigned.
The date buttons cover Today, This week, Month, Year and All time. The dropdown on the right switches between counting by when leads were modified or when they were created.
Numbers in the activity columns are clickable, taking you to the leads behind them.
The account message
Administrators can post a message that everyone on the account sees at the top of their Dashboard. It is meant for things people genuinely need to know — a change in process, a deadline, a system notice.
If you are an administrator you will see an Edit button beside the message area. Click it, type your message, and press Save. To take it down again, use Clear message in the same window.
If you are not an administrator you will only see the message when one has been set.
If a section looks empty
Empty is often correct rather than broken. A few common reasons:
- The date range is too narrow. Month only covers the current calendar month. On an established account most charts have far more to show under Year or All time.
- The fields are not filled in. Pipeline Value needs a value and a probability on each lead. Leads by Status Criteria needs criteria set up on your statuses.
- There genuinely is nothing. An empty task list on a quiet day is good news.
If a section shows “Error loading” rather than empty, press Refresh in the toolbar. If it keeps happening, contact support.
A quick tour to get started
If you are setting the page up for the first time, this order works well:
- Check the four tiles at the top and clear anything overdue.
- Set Breakdown 1 to the grouping you care about most — source and type are the usual choices — and pick a date range that suits your volume.
- Hide any sections you do not use, so the page stays short.
- Drag what is left into the order you want, or use Arrange / Show Sections to do it quickly.
- If you have a second way of working, save it as a separate layout.
Everything saves as you go. There is no Save button on this page, and nothing you change here affects anyone else’s view.