Difference between revisions of "Dashboard"
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== [[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. | |
| − | + | ||
| + | It lets the user: | ||
| + | |||
| + | 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. | ||
| + | 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). | ||
| + | Review related dashboard content such as rankings and recent activity loaded on the page. | ||
| + | If the company does not use the newer events dashboard, opening this page sends the user to Events (/dash/events/) instead. | ||
== [[Events]] == | == [[Events]] == | ||
Revision as of 06:11, 21 July 2026
Path: Callproof Support - Website - Dashboard
The Dashboard tab contains many of the daily activities and details done within Callproof. Not all items will be visible to all users.
Contents
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.
It lets the user:
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. 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). Review related dashboard content such as rankings and recent activity loaded on the page. If the company does not use the newer events dashboard, opening this page sends the user to Events (/dash/events/) instead.
Events
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.
More Information : Events
Event Form Entries
Search, view, edit, or delete Event Forms from Callproof on the Event Form Entries page. Review all submitted event form entries across accounts so managers and reps can track field activity, completion status, and form results in one place.
More Info: Event Form Entries
Call History
Sales calls within Callproof can be viewed and deleted from the Call History page. View and review phone call activity for your team. Use Call History to see mobile calls and (when enabled) recorded calls, filter by date/user/type, and export results for reporting.
More Info: Call History
Appointments
Access all Appointments done within Callproof from here.
More Info: Appointments
Followups
Access all Followups scheduled within Callproof. View, edit, or export from this page.
More Info: Followups
Files
Store and manage documents associated with accounts. The Files page allows you to upload files, share them with other users, download documents, and organize account-related files in a central location.
More Info: Files
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.
More Info: Task Stages
