A tour of the Sales Dashboard
What each of the ten tabs is for, and which ones only administrators see.
The Sales Dashboard has ten sections in the left sidebar. Which ones you see depends on your permissions and your plan, so your sidebar may be shorter than this list.
| Tab | What it is for |
|---|---|
| Overview | Reports. Collected revenue, outstanding balance, open leads, and where the money came from. |
| Contacts | Every lead and client in one searchable directory. Importing starts here. |
| Leads | People who have not bought yet: contact details, interest, quote and bid. |
| Clients | People who have paid, with their full work history. |
| Pipeline | A drag-and-drop board of where every opportunity stands. |
| Lead Gen Add-on | Local businesses discovered with a weak or missing web presence. Sold separately. |
| Activity Log | Everything everyone on the account has done. |
| Payments | Invoices, collections, and the link to your Stripe account. |
| Integrations | Connected services, including the email address Live Chat sends from. |
| Accounts | Sub-accounts, account types, and what each one can reach. |
Not a tab
Two things live on the contact record rather than in the sidebar:
- Live Chat — email a contact from inside their record. Premium.
- Notes — written notes against any lead or client. Every plan.
If a tab is missing from your sidebar, either your account type does not include it or your plan does not cover it. See Permissions and account types.
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