Navigating the Default Dashboard: A Beginner’s Guide
The Default Dashboard is designed to provide an at-a-glance overview of your business performance, helping you track key metrics and make informed decisions with ease. Whether you're monitoring opportunities, revenue, or conversion rates, this guide will walk you through the layout and features of the Default Dashboard. Learn how to interpret data, utilize widgets effectively, and gain insights to drive your business forward—all from one central hub.
The Default Dashboard holds the following Widgets and Information. Please note that some of these Widgets hold Information from Features of the SaaS Websites & Automations Plan or SaaS Professional Plan and are possibly not available for your Subscription.
Opportunity Status Widget
This widget provides a snapshot of your current opportunities within the sales pipeline. It categorizes opportunities into statuses like "Open," "Won," and "Lost." Use this widget to quickly assess the number of active deals in progress, successfully closed deals, or lost opportunities. The color-coded representation ensures an easy visual summary, helping you stay on top of your sales performance.
Opportunity Value Widget
Displaying the total monetary value of all your opportunities, this widget helps you monitor the revenue potential within your sales pipeline. It breaks down the value across "Open," "Won," and "Lost" deals, offering insights into your team's sales effectiveness. Utilize this data to understand which segments drive your business revenue and adjust strategies accordingly.
Conversion Rate Widget
This widget highlights the percentage of leads converted into customers, calculated over the selected time period. Below the percentage, you'll find the total revenue generated from these conversions. Use this widget to gauge your team's ability to turn prospects into paying customers, identifying areas of improvement for maximizing growth.
Funnel Widget
The Funnel Widget provides a detailed view of the sales journey, from "New Lead" to "Won." Each stage includes the number of deals and their cumulative monetary value. Additionally, the "Next Step Conversion" column indicates the likelihood of progressing leads through the pipeline. This widget is a powerful tool to pinpoint stages where prospects drop off, enabling targeted optimizations.
Stage Distribution Widget
This widget displays a breakdown of opportunities across different pipeline stages. It shows the volume and value of deals at each stage, providing a holistic view of your pipeline health. Use this visualization to identify bottlenecks or stages requiring extra attention.
Tasks Widget
The Tasks Widget lists pending tasks assigned to team members, categorized by due dates and completion status. This feature ensures accountability and helps prioritize activities. By reviewing this widget, you can track progress on tasks and ensure timely follow-ups.
Manual Actions Widget
This widget tracks the number of manual tasks awaiting action, such as calls, SMS, or other follow-ups. It is designed to streamline operational workflows, reminding users to take timely actions to maintain engagement and communication efficiency.
Lead Source Report Widget
The Lead Source Report provides insights into the origin of your leads. It includes metrics like total leads, total values, and their respective outcomes (e.g., Won, Lost, or Abandoned). Use this widget to evaluate the effectiveness of different lead generation channels and allocate resources efficiently.
Google Analytics Report Widget
This widget integrates Google Analytics data to present metrics like total visitors, page views, and traffic sources. It gives a quick overview of your website's performance, helping you identify trends and optimize your online presence. (You won't see any Data in the following Image since this is a test account)
Google Business Profile Widget
The Google Business Profile Widget summarizes metrics like total views, conversations, bookings, and website visits for your Google Business listing. This data helps evaluate customer interactions and enhance your local business strategy. (You won't see any Data in the following Image since this is a test account)
Facebook Ads Report Widget
The Facebook Ads Report widget provides a comprehensive overview of your Facebook advertising performance. It displays key metrics such as Total Clicks, Total Spent, Cost Per Click (CPC), and Click-Through Rate (CTR). These insights help you evaluate the efficiency of your campaigns. For example, a high CTR paired with a low CPC indicates an effective campaign. Keep track of how your investment translates into engagement and identify areas for optimization. Please note that there is a in more Detail Facebook Ads Report available in the Reporting Feature. (You won't see any Data in the following Image since this is a test account)
Google Ads Report Widget
The Google Ads Report widget offers insights into your Google Ads performance, presenting metrics such as Total Clicks, Total Spent, CPC, and CTR. This widget is essential for analyzing your campaign reach and efficiency. By monitoring these figures, you can adjust your budget allocation and target settings to maximize ad effectiveness and ROI. This snapshot ensures you’re on top of your Google Ads strategy. Please note that there is a in more Detail Google Ads Report available in the Reporting Feature. (You won't see any Data in the following Image since this is a test account)
Sales Efficiency Widget
The Sales Efficiency widget evaluates your team's sales effectiveness by showing Average Sales Duration, Total Sale Value, and Sales Velocity. It’s a powerful tool for understanding how quickly and efficiently your team closes deals. For instance, a shorter sales duration and higher velocity indicate streamlined processes. Use this widget to track and refine your sales performance to meet or exceed business goals. (You won't see any Data in the following Image since this is a test account)
Conclusion
The default dashboard is a powerful tool that provides an at-a-glance overview of your business performance across key metrics. By understanding and utilizing its widgets—ranging from opportunity tracking and sales efficiency to ad performance and analytics—you can make data-driven decisions to optimize your operations. With its customizable layout and real-time updates, the dashboard ensures you always have access to the insights you need to stay ahead. Start exploring today to unlock its full potential and streamline your workflow!