Dashboard Overview: Understanding the Numbers
Your Dashboard provides a comprehensive overview of your business performance, helping you monitor lead generation, conversion rates, and sales metrics at a glance.
Accessing Your Dashboard
After logging in and selecting your organization, navigate to the Dashboard using the sidebar. The Dashboard displays a personalized greeting based on the time of day and shows your current business performance overview.
Key Metrics
The Dashboard displays four primary metrics at the top of the page, each showing the current value and a trend indicator comparing to the previous period:
Contacted Leads
Shows the total number of leads you've reached out to during the selected time period. The trend percentage indicates whether you're contacting more or fewer leads compared to the previous equivalent period.
Positive Replies
Tracks leads who responded positively to your email outreach. This helps you understand how well your email messaging resonates with your target audience.
Booked Calls
Displays the number of sales calls scheduled through your outreach efforts. This metric directly reflects how effective your lead qualification and engagement strategies are performing.
Cash Collected
Shows the total revenue collected during the selected period. This is your bottom-line metric that ties all your lead generation and sales activities to actual business results.
Each metric card includes an up or down arrow with a percentage showing how performance compares to the previous period. Green arrows pointing up indicate positive growth.
Performance Visualizations
Contacted Leads Chart
Below the key metrics, you'll find an area chart showing how your contacted leads trend over time. Hover over any point on the chart to see the exact number of leads contacted on that specific date.
Conversion Rates
The Conversion Rates section displays progress bars comparing your actual performance against target benchmarks. For example, you might see "Positive Reply Rate: 2.5%" with a visual indicator showing how this compares to your target of "2%."
When your conversion rates exceed targets, it indicates your campaigns are performing above expectations and your messaging is resonating with leads.
Pipeline Performance
This grid view breaks down your sales pipeline into stages, showing:
The number of leads at each stage
The percentage of total leads in each stage
Mini area charts showing trends for each pipeline stage
Stages include Sales Calls and Closed Deals, helping you identify where leads are progressing or getting stuck.
Sales Performance
This section focuses on sales-specific metrics including:
Sales Calls Taken: Total number of calls completed
Close Rate: Percentage of calls that resulted in closed deals
Filtering and Controls
Organization Selector
Use the organization dropdown in the top-left to switch between different organizations you have access to. Switching organizations refreshes all Dashboard data to show metrics for the selected organization.
Date Range Selector
The date range selector in the top-right corner lets you adjust the time period for all Dashboard metrics. Available options include:
Last 7 days
Last 14 days
Last 30 days
Last 90 days
This year
All time
Changing the date range updates all metrics, charts, and conversion rates to reflect the selected period.
All trend percentages compare your selected period to the equivalent previous period. For example, selecting "Last 7 days" compares to the 7 days before that.
Understanding Your Data
The Dashboard tracks your campaign performance, focusing on contacted leads and positive replies to help you measure outreach effectiveness.
Your Dashboard data comes from active integrations configured in Settings > Integrations. Make sure your email platform is properly connected to see accurate metrics.
Troubleshooting Common Issues
Metrics Showing Zero or Blank
If your metrics suddenly appear blank or show zeros:
Refresh your browser to reload the Dashboard
Clear your browser cache and log out, then log back in
Check your internet connection
Verify that your campaigns are active and generating data
If you've just created a new organization, the Dashboard will show zeros or "No data available for this period" until you set up campaigns and integrations.
No Data for Recent Periods
If recent data isn't appearing on your Dashboard, there may be a sync delay between your integrations and Acquisity. Data typically syncs within a few hours, but delays can occasionally occur.
Error Messages
If you see "Failed to load dashboard data," click the Retry button. If the error persists, contact Support for assistance.
Making Data-Driven Decisions
Use your Dashboard to:
Monitor daily performance trends and spot declining metrics early
Compare conversion rates against targets to identify optimization opportunities
Track which pipeline stages have the highest drop-off rates
Measure ROI by connecting contacted leads to cash collected
Adjust campaign strategies based on positive reply rates and booked call trends
The Dashboard serves as your central hub for understanding business performance and making informed decisions about your sales and marketing activities.