Dashboard

How to use this page

1. 1

   Select a client and time range

   Choose a client in the Client Switcher. Use L7, L14, L30, L60, L90, or a custom From and To range to refresh the range-aware KPIs and trend charts.

2. 2

   Open a KPI drill-down

   Meetings Booked opens the Meetings list, Potential Meetings opens the interested-contact list, and Info Requests opens Follow-ups with the Asked for info tab selected. Use those lists to work the underlying contacts rather than relying only on the dashboard count.

3. 3

   Read the KPI band

   The eight tiles report Meetings Booked, Potential Meetings, Info Requests, Emails Sent, Open Rate, Calls Made, Contacts Enrolled, and Conversion Rate. Email and calling metrics follow the selected range, while meeting counts and enrollment remain all-time by design.

4. 4

   Review charts and activity

   Use the weekly goals and activity trends charts to review performance. The Activity section has its own 7, 30, or 90-day selector, type filters, and Refresh control.

5. 5

   Review campaigns and meetings

   Open an Active Campaigns row to visit its campaign. Use Recent and Pending in Meetings to review bookings. Pending includes only future-scheduled meetings; click a meeting row to open its contact.

What the buttons do

Info Requests KPI tile

Opens Follow-ups with the Asked for info tab selected, so you can work the contacts behind this count.

Meetings Booked KPI tile

Opens the full Meetings list for the selected client.

Potential Meetings KPI tile

Opens the interested-contact list for the selected client.

Quick date ranges

Applies L7, L14, L30, L60, or L90 to range-aware metrics and charts.

Date range

Sets a custom From and To range, then Apply refreshes the range-aware metrics.

Meetings tabs

Switches between recent bookings and future-scheduled pending meetings.

Refresh activity

Reloads the activity summary with its selected activity window and filters.

Common questions