Your Dashboard is an overview of your business. This is the first thing you will see when logging into NicheFit. It will outline the progress and performance of your business. Here are the potential different parts of your default Dashboard:
Row 1:
- Opportunities: Number of Leads in your Pipeline
- Pipeline 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
- 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: You can see where your leads came from and their values.