Dashboard Overview

An Overview Of Your Marketing Activities


Hi, I’m Allie, our AI-powered, training personality!

Web Geeks marketing platform is your centralised hub for all of your marketing activities. With so many features and integrations available, there is little need to go anywhere else. It allows you to keep all of your contacts, calendars and conversations all in one place. Conduct all of your marketing activities such as lead generation and campaigns. Integrate all of the apps you already use for reporting and reputation management and handle things such as social media. You can also keep track of all of your projects, opportunities and leads, all within one user-friendly platform. With all of this functionality it would make sense to have a place that provides an overview of the current goings on within the platform. Well, Web Geeks has you covered for that too! The dashboard is the place to go when you would like to get a birds-eye view of your marketing activities. Today we are going to take a look and see what it’s all about!

Let’s get started!

When you first log into our platform, you will arrive here at your dashboard. Here we can see an overview of your marketing activities. The first box, as you can see, is for opportunities. There will be displayed the number of current opportunities being tracked by our platform within a desired date and how many deals you have closed, those which are currently open, and those which have been lost. Should you want to change the information displayed here or switch between dates for comparison, all you need to do is; click on the date at the top of the box. This will bring up a menu with a calendar and options to switch between, such as – this week, this month, this year etc. Just select your desired date range and click on the tick at the bottom right to change the output displayed on your dashboard.

Next, we have pipeline value. This box displays the monetary value of all of the opportunities you have in your pipeline for your specified date range. This time, you will find the closed, open and lost section represents the value of the deals, that are at those stages.

The third box we have here is for conversion rate. This shows us the percentage of opportunities that have been won and, therefore turned into actual sales.

Next, we come to the funnel section, these two sections are visual representations of the opportunities, and where they are within our pipelines. It also helps you to determine, at which stage you are losing clients. This is because the funnel chart displays not only where the opportunities are within your pipeline, but also where they have been. If an opportunity is currently at stage 3, the system will then determine that it has been through all of the past two stages. Ultimately, what we would like to see, is all of the stages being the same size, this would mean all of our opportunities have been won. However, this is not always the case. If there is a drop in the size of the sections, or between the percentages of the stages underneath, then you will be able to tell where you are losing out on sales. You can then use that information to help you to fine-tune the stages where you are losing clients, or try different approaches so that this doesn’t happen again in the future.

Now, the stages distribution section is slightly different. This shows you how many people are currently in each stage. This pie chart does not count the previous stages.

Should you have more than one pipeline, which many businesses do, you can switch between pipelines, by clicking the small arrow, next to the name of the current pipeline. You can also change the date range just as you could with the opportunities section by clicking on the date.

The next box we see is manual actions. Here we can see actions taken within a chosen workflow. Just select the workflow that you wish to see, and here you will see a counter for both the actions taken and for current pending actions. You can also organize these by the person they are assigned to.

Then, we come to the tasks view, this shows us the current tasks set within the system. You can organize these by person, by those that are completed or pending, and by the due date. Here, you are also able to tick off any tasks that are completed, by ticking the box next to the task.

Lastly, we come to the lead source report. This shows us where your leads are coming from. You will be able to fill in this information when creating an opportunity. This provides an overview allowing you to see which lead-generating processes work the best over a specified time frame. You first have the name of the place the lead came from, then a count of how many leads you have received from that source. Then, something that is very handy is the total value of the leads from that source. This helps us, because sometimes, one source may generate more leads than another, but another source may generate leads that bring in more money for the business. You may have 10 leads from a Facebook campaign that total $1000, but you may have five from an organic search that generated $5000. This really helps you to recognize the value of each source correctly.

Then, you have the status of those leads, whether they are open, won or lost, and then a conversion rate percentage so you know how many of these leads resulted in real sales. This is just a more precise version of the conversion rate in the opportunities section. Having this here, allows you to work out if you need to adjust your strategy with any chosen source, to keep the leads you generate.

And that’s it!

Now you know, not only what your dashboard is telling you, but also how to use that information to improve your marketing strategy! Having this all here in one view, helps you to see which areas of your marketing plan are influencing others. We hope you enjoy, this time-saving and informative feature.