Your Dashboard is an overview of your business. This is the first thing that you will see when you log into WarPlan. It will outline the progress and performance of your business.
Here are the potential different parts of your default Dashboard:
Overview
Row 1:
Opportunity Status: Status of Leads in your Pipeline
Opportunity Value: All your leads' total worth
Conversion Rate: Percentage of your ‘WON’ leads/accounts
Row 2:
Funnel: A visual representation of what stages your opportunities are within your Pipeline. This is a cumulative data of your opportunities.
Stages Distribution: This is a cycle graph of your Pipeline
Row 3:
Manual Actions: An overview of manual actions
Tasks: A list of assigned tasks for one or all users within your account.
Row 4:
Lead Source Report: Here you can see where your leads came from and their values.
FAQs
What is the Dashboard in WarPlan ?
The Dashboard is an overview of your business's progress and performance, providing key insights into various aspects of your operations. It is the first screen you see upon logging into WarPlan and includes metrics and visual representations of your business activities.
What information is displayed in Row 1 of the Dashboard?
Row 1 of the Dashboard displays:
Opportunity Status: Shows the status of leads in your Pipeline.
Opportunity Value: Represents the total worth of all your leads.
Conversion Rate: Indicates the percentage of leads or accounts that have been marked as 'WON'.
What does the Funnel in Row 2 represent?
The Funnel in Row 2 is a visual representation of the stages your opportunities are currently in within your Pipeline. It helps you understand the flow and progress of leads through different stages of your sales process.
What is shown in the Stages Distribution in Row 2?
The Stages Distribution is a cycle graph that illustrates the distribution of opportunities across various stages within your Pipeline. It provides a quick snapshot of where most of your leads are in the sales process.
What can I find in Row 3 of the Dashboard?
Row 3 provides an overview of:
Manual Actions: Displays an overview of manual actions that need to be taken.
Tasks: Lists assigned tasks for one or all users within your account, helping to track responsibilities and pending actions.
What does the Lead Source Report in Row 4 show?
The Lead Source Report in Row 4 shows the origins of your leads, including the channels they came from and their respective values. This helps you understand which sources are most effective in generating valuable leads for your business.
How can the Opportunity Status metric help my business?
The Opportunity Status metric provides a clear view of where each lead is in your sales pipeline, allowing you to prioritize follow-ups, track progress, and focus efforts on converting leads that are in critical stages.
Why is the Opportunity Value important on the Dashboard?
The Opportunity Value metric shows the total worth of all your leads, giving you an insight into the potential revenue your pipeline represents. This helps you assess the financial impact of your leads and prioritize high-value opportunities.
How is the Conversion Rate calculated on the Dashboard?
The Conversion Rate is calculated as the percentage of leads or accounts that have been successfully converted to 'WON' status compared to the total number of leads. This metric helps measure the effectiveness of your sales process.
Can I customize the tasks shown in the Dashboard?
Yes, the Tasks section in Row 3 lists tasks assigned to users within your account. You can filter or view tasks for specific users or for all users, allowing you to manage and monitor the progress of assigned activities.
Why doesn’t the Funnel data align with the Opportunities tab?
The data for opportunities visible under the Funnel is cumulative. This means it includes opportunities at all stages. For example, if an opportunity progresses through the first, second, and third stages, it will be counted in each of those stages.