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Dashboard

Last Updated: August 4, 2021

Business Performance Overview

Your Dashboard is an overview of your business. This is the first thing that you will see when you log into the system. It will outline the progress and performance of your business. Here are the potential different parts of your default. The content of your dashboard will depend on your user permissions.

Row 1 - Opportunities

Click on the blue date in the top right corner of any box to change the date range.

Row 2 - Pipelines Stages

Click on the blue date in the top right corner of any box to change the date range.

Row 3 - Tasks

Row 4

Rows 5/6/7 - Facebook, Google and Gmb

Row 8/9 - Google Analytics