Dashboard - Revision history

Ashley DeBon: /* Dashboard Over View */

2026-07-21T06:18:27Z

‎Dashboard Over View

Ashley DeBon: /* Dashboard Over View */

2026-07-21T06:17:22Z

‎Dashboard Over View

Ashley DeBon: /* Dashboard */

2026-07-21T06:16:31Z

‎Dashboard

Ashley DeBon: /* Dashboard */

2026-07-21T06:16:15Z

‎Dashboard

Ashley DeBon: /* Dashboard */

2026-07-21T06:14:18Z

‎Dashboard

Ashley DeBon: /* Dashboard */

2026-07-21T06:12:57Z

‎Dashboard

Ashley DeBon at 06:12, 21 July 2026

2026-07-21T06:12:41Z

Ashley DeBon: /* Dashboard */

2026-07-21T06:11:05Z

‎Dashboard

Ashley DeBon at 06:10, 21 July 2026

2026-07-21T06:10:40Z

Ashley DeBon: /* Task Stages */

2026-07-15T12:32:08Z

‎Task Stages

← Older revision		Revision as of 06:18, 21 July 2026
Line 7:		Line 7:

	Dashboard → Dashboard (<code>/dash/rep/</code>) is the main activity home page. It summarizes activity for a selected date range, including events, outbound calls, tasks, appointments, and emails, allowing users to monitor their performance and managers to review users or markets at a glance.		Dashboard → Dashboard (<code>/dash/rep/</code>) is the main activity home page. It summarizes activity for a selected date range, including events, outbound calls, tasks, appointments, and emails, allowing users to monitor their performance and managers to review users or markets at a glance.
		+
		+	[[File:DashboardIndex.png\|350px\|thumb\|right\|Dashboard Index View]]

	It lets the user:		It lets the user:

@@ Line 16: / Line 16: @@
 * Review rankings and recent activity displayed on the dashboard.
 * If the company does not use the newer Dashboard, users are automatically redirected to '''Events''' (<code>/dash/events/</code>).
-'''More Information:''' [[Dashboard|Dashboard]]
+=== Sales Dash ===
 == [[Events]] ==

@@ Line 4: / Line 4: @@
 The Dashboard tab contains many of the daily activities and details done within Callproof.  Not all items will be visible to all users.
-== Dashboard ==
+== Dashboard Over View==
 Dashboard → Dashboard (<code>/dash/rep/</code>) is the main activity home page. It summarizes activity for a selected date range, including events, outbound calls, tasks, appointments, and emails, allowing users to monitor their performance and managers to review users or markets at a glance.

@@ Line 6: / Line 6: @@
 == Dashboard ==
-Dashboard → Dashboard (<code>/dash/rep/</code>) is the main activity home page. It summarizes how much work was done in a selected date range—events, outbound calls, tasks, appointments, and emails—so reps can check their own performance and managers can review a user or market at a glance.
+Dashboard → Dashboard (<code>/dash/rep/</code>) is the main activity home page. It summarizes activity for a selected date range, including events, outbound calls, tasks, appointments, and emails, allowing users to monitor their performance and managers to review users or markets at a glance.
 It lets the user:
-* Set a start and end date and refresh the stats.
+* Select a start and end date and refresh dashboard statistics.
-* (Managers/Market Managers) Filter by active or inactive user or market, and optionally show inactive users.
+* (Managers/Market Managers) Filter by active or inactive users or markets, and optionally include inactive users.
-* See count tiles for Total Events, Outbound Calls, Tasks, Appointments, and Emails.
+* View summary tiles for Total Events, Outbound Calls, Tasks, Appointments, and Emails.
-* Open a graph for each metric or jump to the related details page.
+* Open graphs for each metric or navigate to the related detail pages.
-* Review rankings and recent activity.
+* Review rankings and recent activity displayed on the dashboard.
-* If the company does not use the newer Events Dashboard, users are redirected to '''Events''' (<code>/dash/events/</code>).
+* If the company does not use the newer Dashboard, users are automatically redirected to '''Events''' (<code>/dash/events/</code>).
-'''More Information:''' [[Dashboard]]
+'''More Information:''' [[Dashboard|Dashboard]]
 == [[Events]] ==

@@ Line 4: / Line 4: @@
 The Dashboard tab contains many of the daily activities and details done within Callproof.  Not all items will be visible to all users.
-== [[Dashboard]] ==
+== Dashboard ==
-Dashboard → Dashboard (/dash/rep/) is the main activity home page. It summarizes how much work was done in a selected date range—events, outbound calls, tasks, appointments, and emails—so reps can check their own performance and managers can review a user or market at a glance.
+Dashboard → Dashboard (<code>/dash/rep/</code>) is the main activity home page. It summarizes how much work was done in a selected date range—events, outbound calls, tasks, appointments, and emails—so reps can check their own performance and managers can review a user or market at a glance.
 It lets the user:
-Set a start and end date and refresh the stats.
+* Set a start and end date and refresh the stats.
-(Managers / market managers) Filter by active or inactive user or market, and optionally show inactive users.
+* (Managers/Market Managers) Filter by active or inactive user or market, and optionally show inactive users.
-See count tiles for Total Events, Outbound Calls, Tasks, Appointments, and Emails.
+* See count tiles for Total Events, Outbound Calls, Tasks, Appointments, and Emails.
-Open a graph for each metric or jump to the details list (Events, Call History, Followups, Appointments, Email Settings).
+* Open a graph for each metric or jump to the related details page.
-Review related dashboard content such as rankings and recent activity loaded on the page.
+* Review rankings and recent activity.
-If the company does not use the newer events dashboard, opening this page sends the user to Events (/dash/events/) instead.
+* If the company does not use the newer Events Dashboard, users are redirected to '''Events''' (<code>/dash/events/</code>).
-More Information : [[Dashboard]]
+'''More Information:''' [[Dashboard]]
 == [[Events]] ==

← Older revision		Revision as of 06:10, 21 July 2026
Line 4:		Line 4:
	The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users.		The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users.

		+	== [[Dashboard]] ==
		+
		+	Activity and events are recorded within Callproof and can be see on the [[Events]] page. This is also seen on the mobile app.
		+	View team activity history in CallProof. Events show actions such as calls, emails, appointments, tasks, event forms, and opportunity updates linked to accounts.

	== [[Events]] ==		== [[Events]] ==

@@ Line 71: / Line 71: @@
 <div style="clear:both;"></div>
-== [[Web Task Stages |Task Stages]] ==
+== [[Task Stages]] ==
 Give managers one place to define and manage the task pipeline. Stages control how tasks are grouped on the Task Board, what each column means (In Progress, Not Completed, or Completed), and how the funnel looks with colors—so the whole team follows the same workflow.