Dashboard
Your command center for all Salestools activity. The Dashboard gives you a real-time view of your sales outreach performance.
Overview
Access the Dashboard
- Log into https://app.salestools.io
- Dashboard is the default landing page
- Or click Dashboard in the navigation
Dashboard Sections
| Section | Description |
|---|---|
| Activity Summary | Today's key metrics |
| Campaign Performance | Active campaign stats |
| Pipeline | Deal progress overview |
| Team Activity | Team member performance |
| Alerts | Important notifications |
Key Metrics
Activity Metrics
| Metric | Description |
|---|---|
| Emails Sent | Total outbound emails |
| Emails Opened | Open rate tracking |
| Replies Received | Response volume |
| LinkedIn Actions | Connection requests, messages |
| Meetings Booked | Calendar events created |
Performance Metrics
| Metric | Good | Great | Excellent |
|---|---|---|---|
| Open Rate | 40%+ | 50%+ | 60%+ |
| Reply Rate | 5%+ | 10%+ | 15%+ |
| Meeting Rate | 1%+ | 2%+ | 3%+ |
| Connection Accept | 20%+ | 30%+ | 40%+ |
Pipeline Metrics
| Metric | Description |
|---|---|
| Active Deals | Opportunities in progress |
| Pipeline Value | Total potential revenue |
| Win Rate | Closed won percentage |
| Average Deal Size | Mean deal value |
| Sales Cycle | Average days to close |
Activity Feed
Real-Time Updates
The activity feed shows:
- New replies received
- Meetings booked
- LinkedIn connections accepted
- Email bounces
- Hot lead alerts
Filtering Activity
Filter by:
- Activity type (email, LinkedIn, meeting)
- Campaign
- Team member
- Date range
- Status (action needed, completed)
Quick Actions
From the activity feed:
- Reply - Respond to message
- View Profile - See contact details
- Add Note - Log information
- Move Stage - Update pipeline
- Snooze - Remind later
Campaign Overview
Active Campaigns
View all running campaigns:
| Column | Description |
|---|---|
| Campaign | Name and type |
| Status | Active, Paused, Completed |
| Sent | Messages delivered |
| Opened | Open count/rate |
| Replied | Response count/rate |
| Meetings | Bookings generated |
Campaign Health
Monitor campaign health indicators:
- Green - Performing well
- Yellow - Below average
- Red - Needs attention
Quick Campaign Actions
- Pause/Resume campaign
- View detailed analytics
- Edit campaign settings
- Duplicate campaign
Team Performance
Leaderboard
See top performers:
- Meetings booked
- Replies generated
- Pipeline created
- Activities completed
Individual Stats
View per team member:
- Daily activity volume
- Response rates
- Meeting conversion
- Pipeline contribution
Team Goals
Track progress toward targets:
- Daily email quota
- Weekly meeting goal
- Monthly pipeline target
- Quarterly revenue goal
Widgets & Customization
Available Widgets
| Widget | Description |
|---|---|
| Activity Chart | Volume over time |
| Performance Graph | Key metrics trend |
| Pipeline Funnel | Stage distribution |
| Top Accounts | Engaged target accounts |
| Recent Wins | Closed deals |
| Upcoming Meetings | Calendar preview |
Customize Dashboard
- Click Customize button
- Drag widgets to reorder
- Add/remove widgets
- Resize as needed
- Save layout
Saved Views
Create custom views:
- Configure dashboard layout
- Click Save View
- Name your view
- Switch between views easily
Notifications
Alert Types
| Alert | Trigger |
|---|---|
| Hot Lead | High-intent reply received |
| Meeting Booked | Calendar event created |
| Target Account | Activity from key account |
| Bounce Alert | High bounce rate detected |
| Quota Warning | Approaching limits |
Notification Settings
Configure alerts:
- Go to Settings → Notifications
- Enable/disable alert types
- Choose delivery method:
- In-app notifications
- Email alerts
- Slack messages
- Mobile push
Reports
Quick Reports
Generate instant reports:
- Daily Summary - Today's activity
- Weekly Review - 7-day performance
- Campaign Report - Specific campaign stats
- Team Report - Team performance
Custom Reports
Build custom reports:
- Go to Analytics → Reports
- Click Create Report
- Select metrics and dimensions
- Set date range
- Apply filters
- Export or schedule
Scheduled Reports
Automate report delivery:
- Create or open a report
- Click Schedule
- Set frequency (daily, weekly, monthly)
- Add recipients
- Choose format (PDF, CSV)
Tips for Using the Dashboard
Daily Routine
- Morning: Check overnight activity
- Review alerts: Respond to hot leads
- Check metrics: Are campaigns on track?
- Plan day: Prioritize based on data
Best Practices
- Check daily - Stay on top of activity
- Respond fast - Hot leads are time-sensitive
- Review trends - Spot patterns early
- Share wins - Celebrate team success
Support
Need Help?
- Email: info@salestools.io
- Live Chat: Available in the Salestools dashboard
- Documentation: https://docs.salestools.io
Last Updated: January 2025 Version: 1.0