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Marketing Dashboard

Who can view the Marketing Dashboard? What data is displayed?

Christian Martin avatar
Written by Christian Martin
Updated over a week ago

The Marketing Dashboard can only be viewed by the Admin, Marketer, or Salesperson. 

"Leads" is based on all the contacts that are part of a marketable list, have a score greater than zero, and have not unsubscribed. 

"Qualified Leads" is based on contacts that:

  • Have a lead score greater than 0

  • Contact is assigned to a leads list

  • Contact does not have an unsubscribe activity

Sometimes you will have more than one lead for the same company and the "Qualified Company Leads" helps breakdown the amount of possible proposals that could be created based on your total leads. 

The "Total Form Submission" will show the amount of forms that get submitted through your website. Watch this video as a guide to setup Form Integration


  • Hover over and click the arrow at the top right to see where the Total Aggregate Data is coming from

  • Possible New Monthly Revenue, Total Monthly Meetings, Total Monthly Opportunities, and Total Monthly Wins are estimates based on the number of leads you have for the current month and your conversion rates.

  • To view a different Month, Use this drop down feature

  • You will also be able to view your website analytics if you do the Google Analytics integration. You will be able to view the general website analytics, device analytics, and traffic sources analytics.  

  • You can view how successful each of your campaigns have been. You will know exactly how many opens, clicks, and unsubscribes you have based on the number of recipients included in each campaign.

  • If you scroll down, all your Form Submissions will be visible here. They will automatically be classified as a hot lead. You will be able to implement forms that are consultations, newsletters, surveys, PPC, livestream, resource request, and Google AdWords

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