Your Dashboard Is Your Command Center
Welcome to the Dashboard training! This course covers the three most important things you need to know about your dashboard - how it works, how to make it look the way you want, and how to add the specific data you care about most. By the end, your dashboard will show you exactly what you need to run your business at a glance, every single day.
What You Will Master in This Course:
- Dashboard Overview: What you see when you log in, how the left-side menu is organized, how to navigate features, and how to use Quick Actions to move fast
- Editing Your Dashboard: How to enter Edit mode, rearrange cards by drag and drop, resize panels, delete cards you do not need, and save your layout
- Adding Widgets: How to open the widget library, choose the right chart type, configure and name each widget, set conditions to filter your data, and organize your final layout
How often do you currently look at your dashboard when you log in?
What is the ONE number or metric you most wish you could see the moment you log in?
What is currently confusing or frustrating about your dashboard?
Key Concepts:
- Your dashboard is the first screen you see every time you log in - it is your home base
- The center of the screen shows a live snapshot of your business data
- The left-side menu is divided into two clear sections - above the line and below the line
- Every feature has sub-features accessible from a top row of tabs when you click into it
- The back arrow in the top left returns you to wherever you came from - look for it everywhere
- Quick Actions let you add contacts, book appointments, and create opportunities without navigating menus
After watching the lesson, write from memory what you see in the center of your dashboard when you log in:
▲ Above the Line - CRM Tools
- 📊 Dashboard - your home base
- 💬 Conversations - unified inbox
- 📅 Calendars - appointments
- 👥 Contacts - your full database
- 💯 Opportunities - deals and pipeline
- 💳 Payments - invoices and billing
▼ Below the Line - Marketing Engine
- 💌 Marketing - campaigns and email
- ⚙️ Automation - workflows
- 🌐 Sites - websites and funnels
- 🎓 Memberships - courses
- ⭐ Reputation - reviews
- 📈 Reporting - analytics
Write the CRM tools from memory after watching the lesson (above the line):
Write the marketing and automation tools from memory (below the line):
You land in that feature. Look at the very top of the screen - you will see a row of tabs. These are the sub-features inside that feature.
Any time you click into a contact record, an opportunity, or a sub-section, a small arrow appears in the top left. Click it to go back. This arrow is consistent everywhere.
From the dashboard you can add a contact, book an appointment, send a review request, or create an opportunity - all without navigating menus. Built for moving fast.
The date selector at the top of the dashboard controls the time period shown in all your cards. Options include This Week, Last Week, Last 7 Days, and This Month.
Which Quick Actions will you use most often in your business? Write them here:
Lesson 1 Action Steps:
Key Concepts:
- Edit mode unlocks all customization - without it, your dashboard is view-only
- Drag and drop any card to rearrange the order on your dashboard
- Resize cards by pulling the bottom edge to make them taller or wider
- Delete any card using the three-dot menu on that card - no data is lost, only your view changes
- Always click Save Changes when done - unsaved edits will revert
- The date range at the top controls all cards unless a card has its own date override
Find Edit at the top of your dashboard and click it. Your cards are now unlocked and ready to move, resize, or delete.
Click any card and hold it. Drag it to the position you want. Release. Repeat until your most important cards are where you want them - most important at the top.
Click and drag the bottom edge of any card to make it taller. Useful for charts and pipeline stages where you want to see more at a glance.
In Edit mode, click the three dots on any card and select Delete. That card disappears from your view. No data is lost - you can always add a widget back later.
When your layout looks the way you want, hit Save Changes. Your dashboard will look exactly like this every time you log in until you change it again.
Current calendar week - Monday to today
The previous full calendar week
Rolling 7-day window from today back
Current calendar month from the 1st
Which date range makes the most sense as your default for how you run your business?
Plan your ideal dashboard layout - which cards do you want at the top vs. the bottom?
Lesson 2 Action Steps:
Key Concepts:
- Widgets are custom data cards you add to your dashboard to track exactly what matters to you
- New widgets are added to the library regularly - check back as the software evolves
- You can search the widget library by keyword to find exactly what you are looking for
- Each widget has multiple chart type options - Number, Donut, Line, Bar, and Horizontal Bar
- Conditions let you filter widget data - for example, showing only one specific calendar or pipeline
- Advanced Settings allow you to override the dashboard date range for a specific widget
- New widgets always drop to the bottom of the dashboard - drag them up after saving
Count, tags, by type, by account, over time, by user
Confirmed, showed, no-show, canceled, counts by status
Won, lost, opened, abandoned, revenue over time, total value
Funnels, tasks, lead source, conversion rates, ad reports
🔢 Number
- Shows one single value
- Best for totals and counts
- Example: Total won this month
- Example: No-show count this week
⸻ Donut
- Shows percentage breakdown
- Best for category distributions
- Example: Contacts by tag
- Example: Leads by source type
📈 Line
- Shows trend over time
- Best for seeing growth or decline
- Example: New contacts over 30 days
- Example: Revenue trend this month
📊 Bar / Horizontal Bar
- Compares groups side by side
- Best for comparing categories
- Example: Won opportunities by month
- Example: Appointments by calendar
Enter Edit mode first, then look for the Add Widget button. This opens the full widget library with all available categories.
Use the search bar to find a specific metric by keyword - like "no-show" or "won" or "contacts." Or browse by category. Select the widget you want to add.
Choose Number, Donut, Line, Bar, or Horizontal Bar based on what you want to see. Use Number for a single total, Line for trends, Bar for comparisons.
Give it a name that makes sense to you - not the generic system name. "No-Shows This Month" is more useful than just "Appointment Count."
Add a condition to narrow what the widget shows - for example, Status is No Show, or Calendar is your specific calendar, or Pipeline is Sales. This makes the data meaningful.
Click Save. The new widget drops to the bottom. Drag it to where you want it on your dashboard. Then click Save Changes to lock your layout in.
Plan the first 3 widgets you want to add to your dashboard:
After building your widgets, describe what your dashboard now shows at a glance:
Lesson 3 Action Steps:
🚀 12 Ready-to-Use AI Prompts
Use these with ChatGPT, Claude, Gemini, or any AI tool to plan your dashboard layout, decide which widgets to build first, create reports to share with clients, and turn your dashboard data into real business decisions. Replace all bracketed sections with your details, then click Copy to grab any prompt.
Dashboard Setup and Strategy
📊 Dashboard Layout Planner
Use for: Getting a personalized recommendation for how to set up your dashboard cards before you start editing
🔢 Widget Selection Guide
Use for: Deciding which specific widgets to build from the library for your type of business
📅 Appointment Tracking Setup
Use for: Planning a complete set of appointment widgets that give you full calendar visibility
💯 Opportunity and Revenue Widgets
Use for: Setting up the sales and revenue side of your dashboard correctly
Using Your Dashboard Data
📈 Weekly Business Review
Use for: Creating a weekly routine for reviewing your dashboard and making decisions from it
👥 Contact Growth Tracking
Use for: Building the contacts section of your dashboard to track list growth and quality
Reporting and Client Communication
📋 Client Reporting from Dashboard Data
Use for: Turning your dashboard data into a report you can share with a client or your team
🌟 Benchmarks for My Business
Use for: Understanding what your dashboard numbers should look like for your type of business
Making Decisions from Your Data
🔣 Reading My No-Show Data
Use for: Understanding what your appointment no-show widget is telling you and what to do about it
🔥 Pipeline Performance Analysis
Use for: Using your opportunity dashboard widgets to find where deals are stalling
🎯 Lead Source Report Interpretation
Use for: Understanding your lead source data and deciding where to focus your marketing
💡 90-Day Dashboard Goal Setting
Use for: Using your current dashboard data as a baseline to set realistic 90-day growth targets
💡 Tips for Getting the Best Results from These Prompts
- Fill in every bracket: The more specific your details, the more useful the output. Generic inputs produce generic advice.
- Use real numbers: Pull your actual dashboard data before running the analysis prompts - approximate numbers are fine to start
- Run monthly: The reporting and analysis prompts are most powerful when you run them at the end of each month with fresh data
- Combine them: Use the Dashboard Layout Planner first, then the Widget Selection Guide, then add the specific tracking prompts once your layout is set
- Save your outputs: When AI gives you a good benchmark or review routine, paste it into a doc and use it every week
AI Prompts Action Steps:
📚 Dashboard Terminology
Master these key terms so you can navigate, edit, and build your dashboard with confidence from day one.
📊 Dashboard
The first screen you see when you log into your software. It is your home base - a live snapshot of your business showing opportunities, conversion rates, funnels, tasks, manual actions, lead source data, and ad reports all in one place.
☰ Left-Side Menu
The vertical navigation bar on the left side of your screen that gives you access to every feature in the software. Divided into two sections by a dividing line - CRM tools above the line and marketing tools below the line.
▲ Above the Line
The top section of your left-side menu that contains your CRM (Customer Relationship Management) tools - Dashboard, Conversations, Calendars, Contacts, Opportunities, and Payments. These are the tools you use to work with people already in your world.
▼ Below the Line
The bottom section of your left-side menu that contains your marketing and automation tools - Marketing, Automation, Sites, Memberships, Reputation, and Reporting. These are the tools you use to bring new people in and stay in front of them.
🖉 Edit Mode
A toggle on your dashboard that unlocks all customization. When Edit mode is on, you can drag and drop cards to rearrange them, resize cards, and delete cards you do not need. When Edit mode is off, your dashboard is locked in view-only mode.
📋 Cards
The individual data panels displayed on your dashboard. Each card shows a specific metric or report - such as conversion rate, funnel stages, or appointment counts. Cards can be moved, resized, or deleted in Edit mode without losing any data.
▶ Drag and Drop
The action of clicking a card, holding it, moving it to a new position on your dashboard, and releasing it where you want it to land. This is how you rearrange the order of cards when in Edit mode. Your most important cards should be at the top.
⋯ Three-Dot Menu
A small icon that appears on each card when you are in Edit mode. Clicking it opens options for that card - including the ability to Delete it from your dashboard view. Deleting a card removes it from your display only - no data is lost from your account.
✓ Save Changes
The button you must click when you are done editing your dashboard. Until you click Save Changes, your layout edits are not locked in and will revert if you navigate away. Always save before leaving Edit mode.
📅 Date Range Selector
The date control at the top of your dashboard that filters what time period all cards display. Options include This Week, Last Week, Last 7 Days, and This Month. Changing this updates all cards unless a specific card has its own date override set in Advanced Settings.
🧰 Widget
A customizable data card you add to your dashboard from the widget library. Widgets let you track specific metrics that matter to your business - such as appointment no-shows, won opportunity value, new contact counts, or Google Ads performance. New widgets are added to the library regularly.
📚 Widget Library
The collection of available widgets organized into four categories - Contacts, Appointments, Opportunities, and General. Open it by clicking Edit and then Add Widget. Use the search bar inside the library to find a specific metric by keyword, or browse by category.
📈 Chart Type
The visual format for how a widget displays its data. Number shows a single count or value. Donut shows percentage breakdowns. Line shows trends over time. Bar and Horizontal Bar show comparisons between groups. Choose the one that best answers the question you are trying to answer.
✎ Configure
The step inside widget setup where you name your widget and set advanced options. Always give your widget a name that makes sense to you - for example, "No-Shows This Month" instead of a generic system label. A clear name makes your dashboard readable at a glance.
🎯 Conditions
Filters you apply inside a widget to narrow what data it shows. For example, setting Status is No Show on an appointment widget, or Pipeline is Sales on an opportunity widget. Conditions are what make your widgets specific and meaningful instead of showing combined data from everything.
⚙ Advanced Settings
Optional controls inside the widget configuration panel. The most important advanced setting is the date range override, which lets a specific widget use its own date range instead of the one set at the top of the dashboard. Use this when you want one widget to always show monthly data even if the dashboard is set to weekly.
⚡ Quick Actions
A shortcut tool available directly from your dashboard that lets you add a contact, book an appointment, send a review request, or create an opportunity without navigating through menus. Built for speed - getting in and out fast because you have a business to run.
← Back Arrow
A small arrow that appears in the top left corner whenever you click into a contact record, an opportunity, or a sub-section of a feature. Clicking it takes you back to wherever you came from. Look for it consistently throughout the software - it is always in the top left when you need it.
☰ Top Row Tabs
The row of navigation tabs that appears at the very top of the screen whenever you click into a feature from the left-side menu. These tabs reveal the sub-features inside that feature - for example, clicking Conversations shows tabs for inbox, settings, and filters. Always check the top row first when exploring a new feature.
🚫 No-Show Count
A widget that tracks how many appointment contacts did not attend in the selected time period. Found in the Appointments category of the widget library. Set a condition to filter by a specific calendar. Use Number chart type for a clean count. High no-show rates indicate a need for better reminder automation.
💰 Won Opportunities
A widget in the Opportunities category that tracks how many deals were closed won and what their total value was. Set a pipeline condition and use this month date range to see current-month revenue accurately. The won value widget shows dollar totals - choose Number chart type for a clean revenue figure at a glance.
Get Oriented Before You Change Anything:
Phase 1 Notes:
Customize Your Dashboard So It Works for You:
Phase 2 Notes:
Build Widgets That Track What Matters to Your Business:
Phase 3 Notes:
Make Your Dashboard Part of Your Daily Business Routine:
My Dashboard Habit Plan:
You Have Completed the Dashboard Training!
Your dashboard is no longer a screen you glance at and ignore. It is now a customized command center built specifically for your business - and you know exactly how to read it, update it, and add to it as you grow.
- ✓ Full understanding of the dashboard layout and left-side menu structure
- ✓ Confidence navigating in and out of features using the back arrow and top row tabs
- ✓ A customized dashboard layout with your most important cards at the top
- ✓ Unwanted cards deleted - only the data you actually use remains
- ✓ A default date range set that matches how you run your business
- ✓ Custom widgets built that track the metrics that matter most to you
- ✓ Conditions set on each widget so the data is specific and meaningful
- ✓ A dashboard that shows you what you need to know in under 10 seconds every time you log in
📊 Lesson 1
- Dashboard orientation
- Left-side menu layout
- Back arrow navigation
- Quick Actions
- Date range selector
🖉 Lesson 2
- Edit mode unlocked
- Cards rearranged
- Cards resized
- Unwanted cards deleted
- Layout saved
🧰 Lesson 3
- Widget library explored
- Custom widgets built
- Conditions applied
- Date overrides set
- Final layout saved
🎯 Dashboard Habit
- Weekly review routine
- 90-day targets set
- Data-driven decisions
- Monthly updates planned
- Conversations - Your Unified Inbox: Master the Conversations tab and learn how every channel - email, SMS, Facebook, Instagram, and chat widget - flows into one place
- Contacts - Rows and Columns: Advanced contact management, smart lists, bulk actions, and filters so your database is always organized and ready to use
- Calendars and Appointments: Full calendar setup, booking workflows, availability, and automated reminder sequences to reduce no-shows
- Opportunities and Pipeline: Building and managing your sales pipeline, moving deals through stages, and tracking revenue from first touch to close
- Reporting - Deep Dive: Advanced reporting tools, attribution, and the analytics features below the line that give you full business intelligence
- Automations and Workflows: Setting up triggers, sequences, and full automation flows so your business runs while you sleep
Complete all action steps across every phase, then download your personalized summary with all your notes, widget plans, and dashboard goals in one place.
Your dashboard is built.
Now check it every single day.
A dashboard only works if you look at it. Open it every morning. Let it tell you where the business stands. Then go act on what you see. That is what separates businesses that grow from ones that guess. 📊