The dashboard
A single-screen summary of pipeline health, funnel activity, and key alerts.
The dashboard is the first screen you see after signing in. It surfaces the numbers that matter most — visitors, leads, pipeline value, and stage-by-stage conversion — without requiring you to dig into individual records.
Prospect → Lead funnel
Traffic by source
KPI strip
Six metric cards run across the top of the page. Each card shows a label, the current-period value, and a trend delta (the change vs the previous equivalent period, shown as a positive or negative number with an arrow).
| Card | What it counts |
|---|---|
| Visitors | Unique anonymous sessions tracked by your pixel |
| Prospects | Visitors who started filling a form but did not submit |
| Leads | Contacts created from form submissions in the period |
| Bookings | Confirmed bookings taken via your booking pages |
| Deals | Active deals opened in the period |
| $ Pipeline | Total value of open deals |
Period picker
The period picker in the top-right corner controls every number on the dashboard. Options are 7d, 30d, 90d, and Custom (a date-range input). The selected period also sets the comparison window for all trend deltas.
Top alerts row
Below the KPI strip, a horizontal row of dismissible chips flags items that need attention — for example: "5 deals stale", "2 forms paused", "Domain not verified". Click a chip to go directly to the relevant screen. Dismiss it to clear it from the dashboard; it reappears if the condition recurs.
Prospect-to-lead funnel chart
A horizontal funnel visualization shows conversion at each stage from first visit through form submission. The width of each band is proportional to the count of sessions that reached that stage. Hover a band to see the absolute number and the drop-off percentage from the previous stage.
Daily funnel timeline
A multi-series area chart below the funnel shows day-by-day volume for visitors, prospects, and leads across the selected period. Use it to spot spikes after a campaign launch or drops when a form went offline.
Four small panels
Below the timeline, four compact charts fill a grid:
- By country — horizontal bar chart of visitor sessions by country.
- By device — donut chart splitting desktop vs mobile vs tablet, with a center total.
- Field drop-off funnel — vertical bar chart showing which form field causes the most abandonment.
- Traffic sources — bar chart of referral sources (direct, organic, paid, email, social).
CTA cards
At the bottom of the page, two action cards provide shortcuts for common next steps: Set goals (opens the Marketing Funnel goals editor) and Import contacts (opens the import wizard). These cards are hidden once data is present for those features.
Next steps
Go deeper with Form & page analytics for source and device breakdowns, or set conversion targets in Reading the funnel.
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