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    Understanding Dashboards and Reports

    Use your dashboard to make informed decisions about your sales pipeline and marketing efforts.

    For: All Users
    Time: 5 minutes

    Instructions

    1

    The Main Dashboard

    Click "Dashboard" at the top of the left menu. This is your high-level overview.

    [SCREENSHOT NEEDED: Main Dashboard view]

    2

    Opportunities and Pipeline Value

    These widgets show how many open deals you have and their total potential dollar value. This data comes directly from your Pipeline board.
    3

    Conversion Rate

    This shows the percentage of leads that have moved to a "Won" status.

    [SCREENSHOT NEEDED: Conversion rate widget]

    4

    Detailed Reporting

    For deeper insights into Google Ads, Facebook Ads, or Call tracking, click "Reporting" in the left menu.

    [SCREENSHOT NEEDED: Reporting menu options]

    What Success Looks Like

    • You understand where the dashboard numbers come from.
    Last updated: 10/1/2026