🥳 Celebrate Our Launch With a $200 LIFETIME Discount OFF The Premium Plan Use: BIRTHDAY2024
This offer expires 9/30/2024, at 11:59 PM EST
How To Use The BizStackPro Dashboard
Your dashboard is the first thing you’ll see after logging in. It provides a full overview of your pipeline, tasks, traffic, and advertising performance—so you can track what matters at a glance.
Understanding Your Business at a Glance Without Digging Through Data
You may have data across multiple areas of your business, but seeing how everything connects can be difficult.
The dashboard brings together your pipeline, tasks, lead sources, and performance metrics into one clear view.
Without a centralized overview, it’s harder to track progress or make quick decisions.
This guide will show you how to use the dashboard so you can monitor performance and stay focused on what matters most.
Once you understand how the dashboard is structured, follow the sections below to break down each row and use the data effectively inside your BizStackPro account.
What the Dashboard Shows
The BizStackPro Dashboard brings your most important business data into one place—pipeline health, conversions, tasks, lead sources, website traffic, and ad performance (when connected). It’s designed to help you make quicker decisions without digging through multiple modules.
Quick win: If you’re new, start by checking Row 1 (Sales Snapshot) and Row 3 (Tasks) daily. Those two areas tell you “How are we doing?” and “What needs action?”
Row 1: Sales Snapshot
This row is your high-level KPI view—how many opportunities you have, their value, and how many you’re winning.
- Opportunity Status: See your opportunities grouped by status in your pipeline.
- Opportunity Value: View the total value of your open pipeline (and how it’s distributed).
- Conversion Rate: Track the percentage of opportunities marked as WON and the related revenue.
Row 2: Pipeline Visualization
Row 2 helps you understand where opportunities are sitting—so you can spot bottlenecks and keep deals moving forward.
- Funnel: A stage-by-stage view of opportunities inside your pipeline.
- Stages Distribution: A visual breakdown (often a circular chart) showing where leads are concentrated.
Example: If most opportunities are stuck in the same stage, that’s a signal to improve follow-up, adjust messaging, or add automation to push the next step.
Row 3: Tasks and Actions
This is your “do the work” row. It helps you and your team stay on top of follow-ups, assignments, and pending actions.
- Manual Actions: Pending items that require manual attention (like calls or messages).
- Tasks: Assigned responsibilities across users, often including due dates and status.
Tip: If your team is missing follow-ups, check Tasks daily and sort by due date. Make “overdue tasks” your first filter each morning.
Row 4: Lead Source Report
This row shows which channels your leads are coming from, helping you identify what’s working (and what needs improvement). Depending on your setup, it may also show value or opportunity conversion by source.
Row 5: Google Analytics Report
When connected, this section tracks website traffic sources and engagement so you can see where visitors come from and how they behave on your site.
Best practice: Watch for spikes in traffic that don’t turn into leads—this often means you need a clearer CTA, a faster page, or better alignment between your content and offer.
Row 6: Google Business Profile
When connected, this section highlights profile views, where people found you (Search vs Maps), and actions taken like clicks, calls, and bookings over a recent time window (often the last 30 days).
Row 7: Ads Performance Reports
If your ad accounts are connected, these widgets give you quick visibility into campaign performance.
- Facebook Ads Report: Total clicks, spend, CPC, and CTR.
- Google Ads Report: Clicks, spend, CPC, and CTR from Google Ads.
Track what matters inside your dashboard
Monitor progress, measure campaigns, and stay productive from one central view—without bouncing between tools.
Opens in a new tab.
Frequently Asked Questions
What is the Dashboard in BizStackPro?
The Dashboard gives you an overview of progress and performance—leads, conversions, traffic, tasks, and advertising metrics (when connected).
What does the Funnel in Row 2 represent?
It shows the stages your opportunities are in inside the pipeline so you can understand flow, drop-off, and progress.
What does the Facebook Ads Report show?
It highlights clicks, spend, CPC, and CTR so you can evaluate ad campaign performance at a glance.
Turn Your Dashboard Into a Daily Command Center
Use Row 1 to check pipeline health, Row 3 to manage work, and your lead + ad reports to double down on what’s driving real results.
Better visibility. Better follow-up.
Disclaimer: This site is NOT endorsed by Google, Facebook or YouTube in ANY WAY. All trademarks & Logo / branding are the property of their respective owners. Please Note: This site was created in BizStackPro by Ken George II (An Affiliate of BizStackPro) and may contain affiliate links.
Copyrights 2024 | AllAboutBizStackPro.Com | Pricing | About | Features | All Rights Reserved.