Getting started

Understanding your dashboard

What every number, chart and list on the dashboard means.

The dashboard is the first page you see after logging in. It is read-only: nothing here can be changed or deleted, so feel free to explore. The numbers are worked out each time the page loads. Refresh the page to see the latest figures.

The five parts

1. Summary cards
   • Contacts: everyone in your account. The small line under it shows how many have opted out (asked not to receive messages).
   • Sources: how many lists you have.
   • New this week: contacts added in the last 7 days. The small line shows the last 30 days.
   • Converted: contacts marked as customers, and what percentage of all contacts that is.
2. New contacts, last 30 days: one bar per day. Taller bars mean more new contacts that day. Hover over a bar to see the date and the exact number.
3. Top sources: your five biggest lists and how many contacts each has. Click View all to open the Sources page.
4. Contact status: how your contacts split between Interested (still a prospect) and Converted (became a customer).
5. Recent contacts: the five newest contacts. Click View all to open the full Contacts list.

When the dashboard is empty

A brand-new account shows zeros, plus a "No sources yet" and a "No contacts yet" message, each with a button that takes you to the right page. This is normal. Follow the setup checklist and the dashboard fills up.