Dashboards

Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
The Date Range filter is based on the Date Created of the leads. So the opportunities view above shows the 4 leads who opt-in to HL from Ja...
Fri, 24 Jul, 2020 at 5:15 PM
Dashboard Funnel chart opportunities explained
Mon, 26 Apr, 2021 at 5:34 PM
Lead source report explained
All sources are reported based on opportunities created from triggers or Zapier:
Mon, 26 Apr, 2021 at 7:56 PM
Feature Document - Multiple Dashboards
TABLE OF CONTENTS Feature 1 - Creating Dashboard Feature 2 - Clone Dashboards Feature 3 - Manage Permissions Feature 4 - Delete Dashboards Feature 5 ...
Tue, 21 May, 2024 at 6:27 AM
How to create multiple Dashboards
More Tutorials From the Community https://youtu.be/PYIzk0P8aLQ?si=NIQZQpJSWwYUc3Ky https://youtu.be/jaQZgs825xA https://youtu.be/OYjkWnV9THI https://y...
Mon, 22 Jan, 2024 at 1:47 PM
How to manage permissions for a dashboard
More Tutorials from the Community https://youtu.be/rzopBrlQfqU https://youtu.be/k9tSU55utGQ https://youtu.be/SSzrf7onAv8 https://www.youtube.com/watch?v...
Wed, 1 May, 2024 at 8:16 AM
How to clone a dashboard (in the same location)
Efficiently reuse your existing dashboards and save valuable time by leveraging the cloning feature. This guide will walk you through the steps to successfu...
Tue, 5 Dec, 2023 at 4:55 AM
How to pin dashboards as favourite
Elevate your dashboard accessibility by pinning your favorite and most frequently used dashboards. This feature ensures swift access to your preferred insig...
Tue, 5 Dec, 2023 at 4:56 AM
How to Edit a dashboard
Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name, upda...
Tue, 5 Dec, 2023 at 4:57 AM
How to duplicate a dashboard to another sub-account
Great news for Agency Admins! Now, you can effortlessly duplicate dashboards to different sub-account, saving time and streamlining your reporting process. ...
Fri, 15 Dec, 2023 at 12:23 AM