Understanding your Dashboard

Find out how the Dashboard works and how to set it up so you can take action.

Jack Choppin avatar
Written by Jack Choppin
Updated over a week ago

The dashboards give us the information we need so we can set targets to stay on track and take action where required.

The Dashboard at a glance

When the Dashboard page loads, you will find that the data on this page is blurred until you choose to un-hide the information. The reason for this is because the Dashboard screen is one of the first pages you will see when you log into your app, so if you are in a meeting with a client or a colleague, your sensitive data is hidden.

To unhide the data, there is a toggle in the top right corner, slide this to 'show data' and your information will be revealed.

Please note, if you leave the page and come back the data will be blurred again, this toggle does not stick to avoid your clients or colleagues from seeing this sensitive information.

The dashboard will give you a breakdown of the following:
Total amount of Proposals produced
Total amount of Proposals won
Total monthly revenue
Average monthly revenue
One-off revenue

This information can be filtered down in detail by using the dashboard filters. See the 'using the dashboard filters' section below for more information.

Monthly Targets

Monthly targets can be set to suit your business to help keep you on track and make a difference. The data provides you with the most concise amount of information that is actually actionable.
The monthly targets are edited using the 'EDIT TARGETS' button which shows to the right of the monthly targets section.

When you click into the 'edit targets' option the below window will load so you can define the targets on the different areas and proposal types.

Using the dashboard filters

The information on your dashboard can be filtered down by:
πŸ‘‰ Status - you can filter your search to specifically Live, Won or Lost proposals

πŸ‘‰ Proposal Type - you can filter on a specific proposal type - Proposal, Renewal or Extra Work Order

πŸ‘‰ Specific Time Period - you can filter your search to a specific time period including a custom date range.

πŸ‘‰ A specific staff member - you can filter your search to work produced by a specific staff member.

Recent Activity

You can review the specific proposal information from the filters used in the Recent Activity section, which is shown to the right of the Dashboard Page.

The GoProposal Academy

You can also access The GoProposal Academy on your Dashboard too. For further information on how to login to the Academy, click here.

The Success Steps

Also on the Dashboard are the Success Steps, which are a great feature to help you stay on track of your process within your GoProposal App.
For more information on the Success Steps, click here.

If you have any questions, please reach out to us! πŸ˜ƒ

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