The dashboard is the account's first page: what to do today and how business goes in the chosen period. Each member sees numbers of their projects only (the owner and admins — of all projects), revenue included.
Period and project
- “Period”: Today, 7 days, 30 days (default), This month, Last month or Custom — then pick the dates “From” and “To” (at most 366 days).
- “Project” — numbers of one project; shown when you have more than one project.
- “Reset filters” brings back 30 days and all projects.
Filters apply at once and are kept in the page address — you can bookmark such a link.
Below the filters you see the chosen dates and the line “Compared with …”. Next to each number is the change against the previous period of the same length that comes right before the chosen one (for “this month” from 1 to 9 October it is 22 to 30 September): ↑ — more, ↓ — less, “—” — no data in the previous period. Shares (% unanswered, conversion) are compared in percentage points (pp). Green is good news, red is bad news.
Cards
Below the filters are cards with the main numbers. Each has a name, the number, a link to the list behind it and a coloured icon. In the top right corner is the change against the previous period: a green arrow is good news, a red one is bad news. What is good depends on the number: more orders is good, a higher “% unanswered” is bad. When the previous period had no data or the number did not change, no change is shown. Shares are compared in percentage points (pp).
- “Time to reach out” and “Unanswered” — for today, with no comparison (see Today).
- “Total inquiries” and “% unanswered” — for the period (see Inquiries). The link “Unanswered inquiries” opens the period's inquiries with “Answered” = “No”.
- “Orders” and “Revenue” — for the period (see Orders and revenue). The revenue card shows the amount in the account's currency (or the first currency when there were no sales in the account's one); other currencies are listed in the line “Also: …” — they are never added up.
Today
- “Time to reach out” — how many to write to today in total. Under the number are two links. “Occasions” — how many customers to greet or offer an order for their occasions: today's reminders and those missed in the last 7 days; opens the calendar. “Inquiries” — “Remind me” reminders due today or earlier and inquiries with no outcome for 30 days; opens “Inquiry reminders”. The bell in the header shows the same number.
- “Unanswered” — customers whose latest inquiry got no reply (or has the outcome “No answer”). Independent of the period. The link “Customers with no response” opens the list of these customers.
- “Upcoming occasions” — a card under the numbers: occasions of the next 7 days (up to 10 rows) with links to the customers.
Inquiries
- “Total inquiries” — inquiries dated within the period.
- “% unanswered” — share of inquiries that got no reply (“Answered” = “No” or the outcome “No answer”). Lower is better.
- “Conversion to order” — share of inquiries with the outcome “Ordered”.
- “By outcome” — how many inquiries have each outcome: Ordered, Declined, Lost, No answer, Unknown.
Response time will appear once messengers are connected. “Open inquiries” opens the list of inquiries of this period. How to set outcomes — see Inquiries.
Loss reasons
The period's inquiries with the outcome “Lost”, by reason (price, out of stock, we answered too late…), the most frequent first. For each reason: the number, its share of all losses and the change against the previous period. Click a reason to open those inquiries.
Orders and revenue
- “Orders” — orders with an order date in the period, of any status.
- “Revenue” — total of the orders without cancelled and lost ones, per currency: currencies are never added up or converted.
- “Average order” — the average amount of such orders in this currency. Orders without an amount are not counted.
- “By status” — how many orders are in each status, cancelled and lost ones included.
Customers
- “New customers” — customers whose first inquiry falls in this period. Imported customers without dates are not counted: it is unknown when they first wrote.
- “Repeat customers who ordered” — repeat customers (2 orders or more) who have an order in the period.
Chart
Bars of inquiries and orders per day; for a period longer than 31 days, per 7 days. Hover over a bar to see the numbers.
By project
The table is shown when all projects are selected and there is more than one: inquiries, % unanswered, orders and revenue of each project. Archived projects are shown only if they have numbers for the period.
An empty account
While the account has no customers, the dashboard shows “No data yet” with the buttons “Import customers” (the owner and admins) and “Add a customer”.
The morning email
Every morning after 9:00 account time, members get the email “Time to reach out today: N” — if there is someone to write to. It contains only the number of customers, no names or phones, and a button that opens the calendar. Turn it off in your profile or with the link at the bottom of the email.