Sales Dashboard
How to use your Sales dashboard and analyze your sales process
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How to use your Sales dashboard and analyze your sales process
Last updated
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When you first sign in, your account will default to showing you the marketing dashboard. On the top right you will see Marketing | Sales - click on Sales to load this dashboard.
This dashboard is a good way to keep track of how your sales team is performing. Let's break down each of these sections.
First, up at the top you can see that it defaults to show you All Pipelines from the Last 30 Days and includes stats for All Users. You can adjust these at any point if you'd like a more specific timeframe / pipeline to review.
New Leads: This is the total number of new leads that have entered into the pipeline within the last 30 days (or the timeframe you have set).
Converted: This shows the total number of leads have converted since entering the platform. In order for this metric to work, you'll need to set up an automation to mark the users as 'Won' when they become members. More on that in this article.
Avg Response Time: This is the average time it takes for your team to respond to new incoming messages in the inbox.
Won %: This is the percentage of leads in your pipeline that have converted.
Conversion Path: This shows what the Average Response time was and how many messages it takes to convert a lead to a member.
Below this area is a chart that highlights other stats and breaks down performance by user.
Calls Logged: For those using Gleantap's VOiP solution or logging calls manually, this will show how many calls have been made during the set time period.
Messages Sent (Email + SMS): This shows the total number of messages sent, both email and SMS, for the designate time period.
Tasks Completed: This shows the total number of tasks completed in the pipeline for the designate time period.
Appointments Booked: This shows the total number of appointments set during the designate time period.
Leads Aging: This bar graph shows you how old the leads in the pipeline are, from leads add Today to in the last 1-7 days, 1-2 weeks, 2-4 weeks, and over 1 month.
