What is on the screen before you configure anything
The default view. What the dashboard shows on day one, without setup, and which parts of it are worth a daily look rather than a monthly one.
Watch
What it does
What is on the screen
It works before you set it up
The default view is built already. There is nothing to configure before the first numbers appear, which is why people keep using it.
Pipeline value sits at the top
What is open, what is won, and what it adds up to. The one number most owners came to the screen for.
Activity sits underneath
Calls, messages, bookings and invoices for the period, so you can see whether a quiet week was quiet in the numbers too.
How it works
Reading it
- Log in. The dashboard is the first screen.
- Set the period. Most of it means little without one.
- Read the pipeline value first, then the activity underneath it.
- Pick one number to watch, and ignore the others until it moves.
Worth knowing
Worth knowing
- A dashboard on day one is mostly empty, and an empty dashboard is discouraging. It fills as you use the software.
- Looking at it daily is usually wrong. Most of these numbers only mean something over a month.
- It reports what the software saw. Work done outside it is missing, and nothing on the screen says so.
Related
Related
Reporting and dashboards
What gets counted, and how the whole reporting side works.
Where the money came from
Attribution, if that is the question you brought.
Opportunity pipeline
The board behind the value at the top of this screen.
Set the period first
Log in, set the dashboard to last month, and pick the single number you would want to change.