Dashboard guides

A tour of the client dashboard, screen by screen.

The dashboard is organized around the work, so the answer to most questions is one click away.

The main screens

• Dashboard, the overview of what is coming in and what needs your attention.
• Leads, every new enquiry as it arrives, with the detail behind it.
• Pipeline, where each lead stands, from first contact to closed.
• Analytics. The figures that show what is working and what deserves attention.
• Integrations, the tools your dashboard is connected to.
• Settings. Your account, your team, and how you are notified.

Working a lead

Open any inquiry to see where it came from, what was said, and what has happened since. Move it through the pipeline as the conversation progresses, and the analytics follow the record.

A current view of the work

The dashboard is designed to show where the work stands, without asking the owner to reconstruct it from a spreadsheet or a delayed report.