Logo DealTrail Knowledge Base Logo DealTrail Knowledge Base
  • Roadmap
  • Blueprints
Logo DealTrail Knowledge Base Logo DealTrail Knowledge Base
  • Roadmap
  • Blueprints
  • Productivity App
    • Dashboards
    • CRM > Opportunities (Pipelines)
    • CRM > Contacts (Smart Lists)
    • CRM > Conversations
    • CRM > Calendars
    • Marketing > Email
    • Marketing > Direct Mail
    • Marketing > Social Planner
    • Marketing > Ad Manager
    • Marketing > Marketing Toolbox
    • Task Management > Tasks
    • Task Management > Projects
    • Agent Tools > Workflows
    • Agent Tools > Funnel Builder
    • Agent Tools > Form Builder
    • Agent Tools > Surveys
    • Agent Tools > QR Code Generator
    • Reputation > Reviews
    • Reputation > My Listings
    • Reporting > Custom Reports
    • Reporting > Pre-Built Reports
    • Account > Media Storage
    • Community > Community Groups
    • Community > Courses Builder
    • Settings
    • Settings > Domains
    • Phone System > Phone
    • Phone System > SMS
    • 🏁 Getting Started
  • Project Manager
    • 📋 How to Add an Ideas Board to Your Project Using the Task Management Platform
    • 📥 How to Set Up Requests in DealTrail Task System
    • 🔁 How to create and use templates in the task system in DealTrail
    • 📋 How to Create and Work with Procedures in DealTrail
    • 📑 Creating and configuring a Task in DealTrail
    • 📍 Creating a Project in the Task System
    • 🤖 How to Do Automations with the Task System in DealTrail
    • 🕙 Timer, Log Time, Time Statistics, and Dashboard in the Task System
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  1. Overview
  2. Productivity App
  3. Dashboards

Dashboards

  • 🤝 Opportunity Dashboard

    The Opportunity Dashboard provides a clear, real-time overview of your open opportunities, new leads, sales performance, and more—allowing you to make data-driven decisions to boost your sales success.   Dashboard Contents: 1. Total Open O ...

  • ☎️ Contacts Dashboard

    The Contacts Dashboard provides insights into various metrics related to contacts, helping you track, analyze, and understand your audience better. Below are the key metrics available on the dashboard. 1. Total Contacts Count (Till Date) This metric r ...

  • 📞 Call Dashboard

    Overview   The Call Dashboard provides insights into call performance and engagement trends over the current week. By tracking metrics like total calls, call response rates, first-time versus repeat calls, and call types, you can gain a clear ...

  • 💯 Reputation Overview Dashboard

    In this article, we’ll go through the reputation overview dashboard and explain each section and what it achieves. This can be found within the Reputation > Overview tab What you need to know before continuing with this article: You can filte ...

matan@dealtrail.com
  • Roadmap