Understanding the Dashboard

The Dashboard is the first screen you see after selecting a company. It gives you a real-time overview of your business activity.

Stats Overview

At the top of the Dashboard you will find summary cards showing key metrics:

• Leads -- Total leads and recent additions
• Posts -- Scheduled and published content count
• Conversations -- Unread messages waiting for response
• Sales -- Revenue and deal progress

Each card is clickable and takes you directly to the relevant section.

Recent Activity

Below the stats, the activity feed shows the latest events across your workspace -- new leads captured, posts published, messages received, and team actions. This keeps you informed without switching between pages.

Quick Actions

The Dashboard provides shortcut buttons for common tasks:

1. Create Post -- Jump straight into content creation
2. Add Lead -- Open the lead creation modal
3. View Calendar -- Go to the Social Calendar

Using the Dashboard Effectively

• Check the Dashboard each morning to prioritize your day
• Use stat cards to spot trends (rising lead count, pending messages)
• Click directly into any metric to drill down

Next Steps

• Connect Your Social Pages
• Manage Your Leads