Dashboard
Per-client home with header search: meetings, emails, calls, contacts, conversion, goals, trends, pipeline, and activity timeline.
Per-client home with header search: meetings, emails, calls, contacts, conversion, goals, trends, pipeline, and activity timeline.
Overview
The Dashboard is your per-client home in the platform. Pick a client in the switcher to see lifetime performance (meetings, emails, calls, contacts, conversion), weekly meeting goals, 12-week activity trends, contact pipeline, meeting breakdown, recent meetings, and a live activity timeline. Use the header search bar (or press Cmd+K / Ctrl+K) to jump to contacts, campaigns, meetings, or client deals for the selected client. Tap ? for step-by-step guidance or to ask Buzz about your own campaign and meeting results when you are logged in as a client.
How to use this page
- 1Select a client
Use the client switcher in the top right to choose the deal you want to view. Everything on the Dashboard, including header search, is scoped to that one client. If no client is selected, the page shows a Select a client prompt instead of data.
- 2Search from the header
Click the search bar in the top bar or press Cmd+K (Mac) or Ctrl+K (Windows). Type at least two characters to search contacts, campaigns, meetings, and client deals for the selected client. Results group by type. Hover or arrow through a row to see a live preview with key fields and quick actions (Open contact, Campaign, Dialer, Deal room, and more). Press Enter or click a row to open it. Recent picks appear when the field is empty. Search is scoped to the client in the switcher.
- 3Read the Performance Overview
The top stat band summarizes the client's program: Meetings Booked (with hold rate), Emails Sent (with reply rate), Calls Made (with connect rate), Contacts Enrolled (across campaigns), and Conversion Rate (with replies and bounces). These are lifetime totals for the selected deal.
- 4Track goals and trends
Weekly Meeting Goals charts the meeting target versus meetings set each week. Activity Trends overlays calls, emails, and meetings over the last 12 weeks so you can see momentum. Empty charts mean no goals or activity have been recorded yet.
- 5Review the activity timeline
The Activity section shows total events for the range with a volume chart and a Type Breakdown you can filter by event type (responses, emails sent, meetings, and more). Use the range dropdown (for example 30 days) and Refresh to update. Check or uncheck event types to focus the breakdown.
- 6Dig into pipeline and meetings
Lower on the page, Contact Pipeline shows where enrolled contacts sit by status, Meeting Breakdown splits meetings by status and by source, and Recent Meetings lists the latest booked meetings with set date, meeting date, source, and status. Use the Active Campaigns table to compare campaigns on contacts, emails, calls, and meetings held.
- 7Ask Buzz in the help drawer
Tap the ? button at the bottom right, then Ask about this page. Buzz answers how-to questions from the guide. When you are logged in as a client, Buzz can also share factual summaries for your own account: campaign names, statuses, contacts enrolled, and booked-meeting counts. The assistant is read-only; ask your SalesHive strategist for changes.
What the buttons do
Common questions
Why does the Dashboard say to select a client?
The Dashboard is per-client. Pick a deal in the top-right client switcher and the goals, metrics, pipeline, timeline, and header search load for that client.
Why does search say to select a client?
Platform search only runs after you pick a client in the switcher. Choose a deal first, then search contacts, campaigns, meetings, and client deals for that account.
What can I search for in the header?
For the selected client you can find platform contacts (name, email, company, title), campaigns, booked meetings, and client deals (the client's own sales pipeline). Results open the contact record, campaign editor, meetings list, or deal room.
What date range do the charts cover?
Weekly Meeting Goals and Activity Trends cover the last 12 weeks. The activity volume chart and type breakdown use the range you pick in the dropdown (for example 30 days).
Why are some charts empty?
Empty charts mean no data has been recorded yet for that client: no goals set, or no activity in the selected window. They fill in as campaigns run and meetings are booked.
Can I ask the help assistant about my campaigns or meetings?
Yes, when you are logged in as a client. Tap ? then Ask about this page. Buzz can answer how-to questions from the guide and factual questions about your own account: campaign names, statuses, contacts enrolled, and how many meetings have been booked. The assistant is read-only and cannot change settings or send outreach. For changes, ask your SalesHive strategist.
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