Home Page Dashboard

The Home Page Dashboard gives you an overview of the upcoming items and recent account activities that you have permission to view or access.

There are 4 main areas of the Home Page Dashboard:

  • Overview by Day
  • Upcoming Items
  • Stat Circles
  • Account Branding

Overview by Day

This area gives you a summary of recent activities in areas of the account (including specific Events and Leads) that you have permission to view/access. It defaults to today's activities, but if you click on the "What's Happening Today" link, you can view what has happened on each of the last 7 days.

Clicking on the link next to an item opens a modal window offering more detail on the item, and you can then click on another link to go to the item itself if you need to view/modify it.

The activities/items covered in this area include:

  • Attendee RSVPs or Registrations collected
  • Budget payments
  • Calendar appointment scheduled
  • Checklist items completed
  • Contract e-signatures collected
  • Event Webpage visitors
  • Files uploaded
  • Form responses collected
  • Invoice payment reminders
  • Itinerary items scheduled
  • Message board postings
  • Notes created
  • Proposal e-signatures collected
  • To-Do's due
  • Vision Board images uploaded
  • Worksheets created

Upcoming Items

This area gives you a timeline of upcoming activities in areas of the account (including specific Events and Leads) that you have permission to view/access.

If you click on the arrow next to the header of this area, you can select how far out you wish to view upcoming items (as well as overdue items):

  • Items due this week by: today, Sunday, next Sunday or end-of-month - OR -
  • Items due over the next: 3, 7, 14, 30 or 60 days

The activities/items covered in this area include items with a date attached, like:

  • Budget payments due
  • Calendar appointments
  • Invoices due
  • Invoice payments reminders
  • To-Do's due

Clicking on the link next to an item takes you directly to the item so you can view/modify it.

Stat Circles

The Stat Circles on the home page provide at-a-glance counts of number of upcoming events, recent account actions and email messages sent from the account. By clicking on the dropdown arrow text in each item, you can view counts over different time spans (3 days, 7 days, etc.), and the "View" buttons provide details of the count summaries.

Account Branding

This area provides the account owner with the ability to brand the home page with their logo and company information. If your device screen size is larger, you can also use the Quick Launch tool to quickly go to any Event and tool.

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