1. Pre-Built Dashboard Overview

• Purpose: The pre-built dashboard highlights critical metrics to evaluate your business's success in real-time.
• Time Filters: Sort data by day, week, month, or custom date ranges to analyze performance over specific periods.

2. Key Metrics Displayed

1. New Leads:some text
   • Track the number of new leads generated within the selected timeframe.
   • Example: 106 new leads in the last 30 days.
2. Unread Messages:some text
   • Shows the total number of unread messages across all platforms (SMS, Instagram, Facebook, etc.).
   • Tip: Regularly check and address unread messages to keep this number as close to zero as possible.
   • Custom Option: Disable message syncing from Instagram and Facebook to focus on pipeline-specific messages.
3. Booked Appointments:some text
   • Displays the total number of appointments booked.
4. Appointment Metrics:some text
   • Show Rate: Number of appointments where clients showed up.
   • No-Show Rate: Number of missed appointments.
5. Services Sold:some text
   • Tracks the number of closed deals over the selected timeframe.
   • Example: 30 deals in 30 days.
6. Revenue Generated:some text
   • Displays the total revenue from closed deals and calculates the average revenue per deal.
   • Example: $27,000 revenue from 30 deals = $900 per deal.
   • Insights: Compare customer acquisition cost (CAC) and customer lifetime value (LTV) to measure profitability.

3. Customizing the Dashboard

• Edit Existing Dashboard:some text
  • Tap the pencil icon to edit widgets or add new elements.
  • Add charts, graphs, or data visualizations like donut charts or bar graphs.
• Create a New Dashboard:some text
  • Use the Add Dashboard button to create additional dashboards from templates or start with a blank dashboard.
  • Keep the main dashboard intact and create new dashboards for specialized views.

4. Adding Widgets

• Navigate to the Add Widget option and choose from various widget types:some text
  • Examples:some text
    • Track outgoing calls by status.
    • Display call durations or other specific data points.
• Customize widgets to show the information most relevant to your business needs.

5. Recommendations

• Use the pre-built dashboard as your primary performance overview.
• Create additional dashboards for more detailed or specific analyses.
• Regularly update and review KPIs to stay aligned with your business goals.

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