Dashboard Overview

Reporting & Analytics

Dashboard Overview

The Lead Fuel CRM Dashboard is your command center for understanding business performance at a glance. It aggregates key metrics from across the platform into a single, customizable view.

Accessing the Dashboard

Default Dashboard Metrics

The default dashboard includes the following key performance indicators:

• Leads: Total number of new leads generated in the selected time period.
• Opportunities: Active deals in your sales pipeline with their total value.
• Appointments: Upcoming and recently completed appointments.
• Conversations: Active conversations across all messaging channels.
• Revenue: Total payments collected over the selected period.
• Tasks: Open tasks assigned to you or your team.

Customizing Your Dashboard

Available Widget Types

• Metric Cards: Single numbers with trend indicators (up/down arrows).
• Charts: Line, bar, and pie charts for visualizing trends and distributions.
• Tables: Data tables showing detailed records like recent leads or appointments.
• Pipeline View: A visual representation of your sales pipeline stages.
• Activity Feed: A real-time stream of recent actions and events.

Date Range Filters

Use the date range selector to view metrics for specific periods:

• Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This Quarter, This Year.
• Custom date range for specific analysis periods.

Tip: Set up your dashboard to show the metrics that most directly impact your business goals. If lead generation is your priority, put lead counts and source data front and center. If revenue is the focus, highlight payment and pipeline value widgets.

Need more help? Contact Lead Fuel CRM support for personalized assistance.