Quick Answer
What does the BizStackPro Dashboard show?
The Dashboard gives you a centralized view of business activity including opportunities, pipeline value, conversion rate, funnel stages, tasks, lead sources, website traffic, Google Business Profile activity, and connected advertising reports. The exact data available depends on your account setup and connected integrations.
Understanding Your Business at a Glance Without Digging Through Data
You may have useful information spread across several parts of your business, but seeing how the pieces connect can be difficult when you review them separately.
The BizStackPro Dashboard brings together pipeline activity, conversions, tasks, lead sources, traffic, and connected advertising data into one reporting view.
The goal is to make it easier to see how the business is performing, what needs attention, and where activity is coming from without opening several modules first.
When connected services are available, the Dashboard can also surface data from Google Analytics, Google Business Profile, Facebook Ads, and Google Ads.
A simple daily starting point
The original guide recommends starting with Row 1: Sales Snapshot and Row 3: Tasks and Actions. Together, those areas answer two practical questions: How are we doing? and What needs action?
BizStackPro Dashboard at a Glance
Before You Begin
Understand which Dashboard sections depend on your internal CRM activity and which require connected services.
- Review your opportunity pipeline so sales metrics have meaningful data to display.
- Keep tasks and manual actions current if you use the Dashboard to manage follow-up.
- Confirm that lead-source information is being captured when you want to compare acquisition channels.
- Connect Google Analytics before relying on website traffic reporting.
- Connect Google Business Profile before relying on local profile metrics.
- Connect the appropriate Facebook Ads or Google Ads accounts before expecting advertising widgets to populate.
Row 1: Sales Snapshot
Row 1 provides a high-level view of opportunity volume, pipeline value, and sales conversion.
Opportunity Status
Shows opportunities grouped by their current status in the pipeline.
Opportunity Value
Shows the total value of the pipeline and how that value is distributed across the available opportunity states or stages.
Conversion Rate
Tracks the percentage of opportunities marked WON and the related revenue.
Use Row 1 as the daily sales health check
Review opportunity status, value, and conversion together rather than relying on a single number to understand pipeline health.
Row 2: Pipeline Visualization
Row 2 helps you see where opportunities are sitting inside the sales process and where movement may be slowing down.
Funnel
Shows opportunities stage by stage inside the pipeline so you can understand movement and drop-off.
Stages Distribution
Provides a visual breakdown of where opportunities are concentrated across the pipeline stages.
Watch for bottlenecks
If a large share of opportunities remains in the same stage, the original guide suggests reviewing follow-up, messaging, or automation that could help move the next step forward.
Row 3: Tasks and Actions
Row 3 focuses on work that still needs to be completed so the Dashboard is not only reporting what happened—it also helps surface what needs attention next.
Manual Actions
Shows pending actions that require manual attention, including activities such as calls or messages where applicable.
Tasks
Shows assigned responsibilities across users, including available due-date and status information.
Review overdue work first
The original guide recommends checking Tasks daily and using overdue tasks as an early priority when follow-up is being missed.
Row 4: Lead Source Report
The Lead Source Report helps you understand which channels are bringing leads into the business.
Depending on your setup, the report may also provide additional context such as opportunity value or conversion information by source.
Compare source quality, not only volume
A source that produces more leads is not automatically the source producing the strongest opportunities or conversions. Review the available downstream metrics when they are present.
Row 5: Google Analytics Report
When Google Analytics is connected, this Dashboard section can show website traffic sources and engagement information.
This helps you see where visitors are coming from and how website activity relates to the broader business reporting picture.
Traffic alone is not the goal
The original guide recommends watching for traffic increases that do not produce more leads. That pattern may be a reason to review the page's call to action, speed, or alignment between the content and the offer.
Row 6: Google Business Profile
When connected, the Google Business Profile section can surface information such as profile views, whether people found the business through Search or Maps, and actions such as clicks, calls, or bookings.
The original guide notes that the reporting window may commonly cover a recent period such as the last 30 days, depending on the available widget settings.
Row 7: Ads Performance Reports
When advertising accounts are connected, Dashboard widgets can provide a quick view of campaign activity.
Facebook Ads Report
Shows metrics including total clicks, spend, cost per click (CPC), and click-through rate (CTR).
Google Ads Report
Shows available Google Ads metrics including clicks, spend, CPC, and CTR.
Ad reports require the appropriate connection
Advertising widgets depend on the relevant Facebook Ads or Google Ads account being connected and supplying data.
BizStackPro Dashboard Best Practices
Frequently Asked Questions
What is the Dashboard in BizStackPro?
What does the Funnel in Row 2 represent?
What does the Facebook Ads Report show?
Continue Learning
Continue learning how to customize the Dashboard and work with its different widget types using these related BizStackPro Help Center guides.
