Business Overview

View key metrics and activity for an individual business.

Accessing Business Dashboard

Select a business from the business selector or manage businesses page
Click Overview in the sidebar
You'll see the dashboard for that specific business

Dashboard Overview

The business overview dashboard provides at-a-glance metrics and recent activity for a single business. This is your daily starting point for monitoring business performance.

Key Metrics

The dashboard displays important metrics at the top, typically including:

Conversion Percentage

Percentage of leads that convert to customers
Shows trend (up or down from previous period)
Industry benchmarks may be shown for comparison

Total Eligible Leads

Number of leads captured in the selected time period
Filtered to show qualified leads
Comparison to previous period

Phone Numbers Collected

How many customer phone numbers were captured
Essential for follow-up and future marketing
Indicates lead quality

Response Time

Average time to first response for leads
Critical metric for lead conversion
Faster response = higher conversion rates

Time Period Selection

Use the date range selector to view data for:

Today
Last 7 days
Last 30 days
This month
Last month
Custom date range

Tip: Select a time period to see how metrics change over time.

Dashboard Charts

Visual Analytics

The dashboard includes charts showing:

Lead Volume Over Time:

Daily or weekly lead counts
Trend lines showing growth or decline
Seasonal patterns

Conversion Funnel:

Leads captured
Leads contacted
Leads qualified
Leads converted
Shows where leads drop off

Source Breakdown:

Where leads come from (Yelp, Google LSA, website, etc.)
Which sources convert best
ROI by source

Response Time Trends:

How quickly leads are being contacted
Improvement or degradation over time
Peak response time periods

Recent Leads

The dashboard shows your most recent leads:

Information Displayed:

Lead name
Contact information
Source (where they came from)
Time received
Status (new, contacted, converted)
Quick actions (call, message, view details)

Quick Actions:

Click on a lead to view full details
Take immediate action on high-priority leads
See which leads need attention

Recent Activity Feed

Stay updated with real-time activity:

New leads captured
Conversations started
Appointments scheduled
Messages sent/received
Status changes

Dashboard Widgets

Depending on your configuration, you may see:

Today's Appointments

Upcoming appointments for today
Customer names and times
Quick links to appointment details

Active Conversations

Ongoing customer conversations
Conversations needing response
Recent message previews

Call Activity

Recent calls (if phone agent is enabled)
Call duration and outcomes
Recordings and transcripts

Performance Alerts

Important notifications
Issues requiring attention
System status updates

Customizing Your View

If available, you may be able to:

Rearrange dashboard widgets
Show/hide certain metrics
Set default time period
Customize chart displays

Understanding the Data

Conversion Percentage

What it means:

% of leads that became customers
Higher is better (industry average: 20-40%)

How to improve:

Respond to leads faster
Better qualify leads
Improve follow-up process
Train on sales techniques

Response Time

What it means:

Time from lead capture to first contact
Critical for conversion (aim for under 5 minutes)

How to improve:

Enable automated responses
Use AI phone agent
Set up instant text messages
Have dedicated staff monitoring leads

Lead Sources

What it means:

Where customers are finding you
Some sources convert better than others

How to improve:

Invest more in high-converting sources
Reduce spend on poor performers
Test new lead sources
Optimize existing channels

Daily Workflow

Start your day:

Check the overview dashboard
Review key metrics vs. yesterday
Check recent leads for urgent ones
Review today's appointments
Address any alerts or issues

Throughout the day:

Monitor new leads as they come in
Track response times
Follow up on conversations
Update lead statuses

End of day:

Review day's performance
Note any trends or issues
Plan for tomorrow
Update team on results

Mobile Access

If mobile app is available:

Check dashboard on the go
Receive push notifications for new leads
Quickly respond to urgent matters
Stay connected anywhere

Exporting Data

To export dashboard data:

Look for export button or option
Select data range
Choose format (CSV, PDF, Excel)
Download or email report

Uses for exported data:

Share with stakeholders
Create custom reports
Import to other systems
Historical record keeping

Next Steps from Dashboard

From the dashboard, you can quickly navigate to:

Tips for Success

Daily Monitoring:

Check dashboard every morning
Set goals for key metrics
Track progress toward goals
Celebrate improvements

Team Communication:

Share dashboard with team
Discuss trends in team meetings
Set team goals based on data
Recognize top performers

Continuous Improvement:

Review weekly trends
Identify problem areas
Test improvements
Measure results

Note: Your specific dashboard may have additional or different widgets depending on your plan and configuration.