Dashboard
Your performance overview at a glance
The Dashboard is your home base - showing key metrics and quick access to important actions.
Overview
The dashboard displays:
- Performance KPIs - Open rates, reply rates, conversion metrics
- Active Campaigns - Currently running campaigns with status
- Recent Activity - Latest conversations and lead interactions
- Quick Actions - Create campaign, import leads, view analytics
Key Metrics
| Metric | Description |
|---|---|
| Open Rate | Percentage of sent emails that were opened |
| Reply Rate | Percentage of opens that resulted in replies |
| Conversion Rate | Leads that moved to a positive outcome |
| Active Leads | Leads currently in active campaigns |
Customization
Dashboard widgets can be customized based on your role. Sales reps see individual performance; managers see team aggregates.