Adtaria Dashboard Overview
The Dashboard is your central hub—use it to start your day and drive action.
View your Daily Digest, high-priority clients, and navigate through your pipelines.
Instantly see what needs doing today, this week, and next with tasks and follow-ups.
Use the customization mode to drag and drop sections, hide elements, or reset to default.
Every item is clickable—jump straight to tasks, deals, follow-ups, or notes without friction.
The Daily Digest refreshes automatically or on demand and updates with your most urgent actions.
What's covered
1. Why This Matters
The Dashboard brings everything into one place—tasks, deals, follow-ups, and high-priority clients—so you never lose track of what drives revenue.
2. Core Features
Daily Digest: Shows today’s tasks and overdue follow-ups. Updates automatically or on manual refresh.
High-Priority Clients: Click to drill into pipelines and take action fast.
Follow-Ups: Sorted by timeframe—this week, next week, this month, and more.
Recent Activity: Tasks, notes, conversations, and deals are all visible at a glance.
Notifications Panel: Alerts you to new deals and stage updates. Configurable in settings.
3. Customization Tools
Customize Layout: Click “Customize” to rearrange, show/hide elements, or reset to default.
Drag and Drop: Reorder widgets for a layout that fits your workflow.
Click-to-Action: Every item links directly to the relevant section in the app.
4. Common Mistakes
Not refreshing the Daily Digest manually if you’re waiting for real-time updates.
Overlooking follow-ups beyond today—use the full digest to stay ahead.
5. Jason’s Insight
The dashboard isn’t just a dashboard—it’s your daily command center. Use it to simplify your day and keep revenue-producing activity top of mind.
Action Steps
Log into Adtaria and go to your Dashboard.
Review your Daily Digest and clear anything overdue.
Reorder your dashboard layout using the Customize button to match your workflow.
Click into at least one deal or task to keep momentum going.