Overview

Written By Adtaria Support

Last updated About 1 month ago

The Dashboard gives you a real-time overview of activity, performance, and priorities. It is designed to be a single place to understand what needs attention today and how things are trending.

Top Navigation

The top navigation allows you to switch between dashboard views.

  • Overview shows a high-level snapshot

  • Daily Digest focuses on daily actions and follow-ups

  • Date selector controls the reporting range for metrics

KPI Summary Cards

KPI cards show key performance metrics at a glance.

  • Active Deals shows the total number of open deals

  • New Contacts shows contacts created in the selected period

  • Open Tasks shows active tasks

  • Win Rate shows closed-won performance

  • Percentage indicators show change compared to the previous period

Today’s Actions

Today’s Actions shows a checklist of tasks and habits for the day.

  • Actions can be marked complete

  • Progress is shown as a completion percentage

  • Actions are meant to guide daily execution

  • New actions can be added as needed

LinkedIn Activity

LinkedIn Activity tracks engagement metrics over time.

  • Messages sent and received

  • Comments made and received

  • Likes made and received

  • Activity is displayed as a trend graph

  • Filters allow changing time range and templates

KPI Overview Chart

The KPI Overview chart shows revenue or performance trends.

  • Displays totals, averages, and best days

  • Can be toggled between pipeline and deals

  • Time range can be adjusted

  • Used to spot trends and performance spikes

Activity Feed

The Activity feed shows recent actions across the system.

  • Includes contacts, deals, tasks, notes, and call recordings

  • Shows who performed the action and when

  • Can be filtered by activity type

  • Search allows finding specific activity

Filters and Controls

Dashboard controls affect what data is shown.

  • Date range affects charts and KPIs

  • Toggles allow switching data sources

  • Refresh reloads the latest activity

Use Cases

  • Start the day knowing exactly what to work on

  • Monitor deal and revenue performance

  • Track outreach and engagement activity

  • Review recent changes across contacts and deals

  • Keep focus on daily execution and follow-ups