UserGuide:DashBoard
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Contents |
Marketing Dashboard Overview
After logging in, anyone with an administrator level account will be able to see the Marketing Dashboard.
The marketing dashboard provides up-to-the-minute information on all of your daily activities:
- Lead Capture
- Web Analytics
- Opportunity information.
LoopFuse Recommendations
By toggling the LoopFuse Recommendations link, a marketer can view recommendations from LoopFuse OneView on how to maximize their use of the system. Recommendations are custom-tailored to your settings, and so the link is only visible if there are any items left to configure or enhance.
Web Analytics Window
By selecting the drop-down menu items, LoopFuse will redisplay the appropriate web analytics chart in the At-A-Glane window. The viewable charts reflect up-to-the-minute information:
- Hourly Hits
- Search Engines
- Conversion Rate
- Search Keywords
Lead Capture Window
Displays your leads captured for today. Items of note:
- Moving your mouse over a lead, will display additional information regarding that lead.
- Clicking on a specific lead, will give you in-depth information, via the Lead Dashboard.
Opportunity Information Window
The opportunity information provides a brief view of all opportunities currently being pursued within your CRM. Clicking on a specific opportunity will give you an in-depth view of that lead, via the Lead Dashboard.
