Dashboard Overview
The dashboard is your command center, providing a real-time view of all marketing activities across your clients.
Key Performance Indicators (KPIs)
The top of your dashboard displays key metrics:
Revenue Metrics
- Total Revenue - Combined revenue from all clients
- Monthly Recurring Revenue (MRR) - Subscription-based income
- Revenue Growth - Month-over-month change
Client Metrics
- Active Clients - Currently active client accounts
- New Clients - Clients added this month
- Client Health - Overall client satisfaction score
Marketing Metrics
- Total Leads - Leads across all channels
- Conversion Rate - Lead-to-customer conversion
- Engagement Rate - Average engagement across campaigns
Automation Metrics
- Active Automations - Running workflows
- Automation Success Rate - Successful completions
- Tasks Completed - Automated tasks run
Dashboard Panels
Marketing Performance
Overview of marketing across channels:
| Channel | Metrics |
|---|---|
| Open rate, click rate, subscribers | |
| Social | Engagement, followers, reach |
| Ads | Spend, impressions, ROAS |
CRM Pipeline Summary
Visual breakdown of your sales pipeline:
- Total deal value by stage
- Deals closing this month
- Pipeline velocity
- Win/loss ratio
Automation Hub
Monitor your automations:
- Active workflows
- Recent executions
- Success/failure rates
- Cost per automation
Team Performance
If you have a team:
- Tasks completed per member
- Response times
- Client assignments
- Activity levels
Activity Feed
Real-time feed of recent actions:
- New leads captured
- Campaigns sent
- Deals updated
- Tasks completed
Time Range Selection
Filter dashboard data by time:
- Today - Current day
- This Week - Last 7 days
- This Month - Current month
- This Quarter - Last 90 days
- This Year - Year to date
- Custom - Select specific dates
Client Filter
View data for:
- All Clients - Aggregate view
- Specific Client - Single client focus
- Client Group - Tagged client groups
Refresh & Real-Time
Auto-Refresh
Dashboard updates automatically based on your settings.
Manual Refresh
Click the Refresh button to update immediately.
Real-Time Indicators
Live data shows with a pulsing indicator.
Quick Actions
From the dashboard, you can:
- Create Campaign - Start a new campaign
- Add Client - Register a new client
- Generate Report - Create a performance report
- View Alerts - Check important notifications
Next: Dashboard Widgets →