Dashboard
Your command centre for tracking marketing activity, leads, and engagement at a glance.
The dashboard is your command centre. It gives you an instant overview of your marketing activity, lead generation, and content performance across your workspace.
Awareness Meter
The large featured tile at the top of your dashboard is the Awareness Meter. It scores your overall marketing activity on a scale from 0 to 100 based on:
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How many reports you have generated recently
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Email campaigns you have sent
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Social media posts you have created or scheduled
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Leads you have captured
The score decays over time if you are not active, encouraging consistent marketing habits. Think of it as your "marketing fitness" tracker.
Metric cards
Below the Awareness Meter you will see quick-glance metric cards:
| Metric | What it tracks | Colour |
|---|---|---|
| Leads | New leads captured this period | Amber/Orange |
| Campaigns | Email campaigns sent | Green |
| Social Posts | Posts created and published | Purple |
Each card shows the current count plus a trend compared to the previous period. Hover over a card for additional detail.
Today's Priority
The Today's Priority card suggests your next best action based on your recent activity. For example:
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"You haven't posted to social media this week" with a link to create a post
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"3 leads are waiting for a follow-up email" with a link to your leads page
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If everything is up to date, you will see an "All Caught Up" message
Engagement Snapshot
Between the metric cards and recent activity, a compact Engagement Snapshot widget shows your last 7 days of engagement:
- Report views - how many times your public reports were viewed
- Email opens - how many campaign emails were opened by leads
- Top report - the title of your best-performing report
Clicking the report views figure takes you to the Reports Engagement tab. Clicking email opens takes you to the Leads Email Engagement tab.
The widget hides automatically when there is no engagement data to show.
Recent Activity
A timeline of your latest actions across the workspace:
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Reports generated
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Email campaigns sent
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Social media posts published
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Leads captured
Click any item to go directly to the relevant page.
Refreshing data
Dashboard metrics update automatically and cache for 2 minutes to keep things fast. If you have just completed an action (like sending a campaign) and the numbers have not updated yet, wait a moment or click the refresh button.
Changes you make in one browser tab will sync to other open tabs automatically.
Last updated 4 weeks ago
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