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Dashboard & Goal Tracking
Your performance command center. Monitor metrics, track goal progress, and get daily AI insights from Marlow.
Dashboard & Goal Tracking
Your Dashboard shows how you're doing at a glance—what's working, what needs attention, and whether you're on track to hit your goals. Check it daily to stay focused.
What You'll See
The Dashboard has several sections:
- Daily Report — AI-generated insights about your recent activity
- Top Priorities — Your most urgent action items
- Quick Metrics — Key numbers with trends
- Goal Progress — How you're tracking against targets
- Activity Charts — Visual breakdowns of your performance
Daily Report
At the top, Marlow (your AI assistant) provides a daily analysis:
- A summary of what's happening in your business
- Highlights of what's working well
- Suggestions for what to focus on
Click Regenerate if you want a fresh perspective. The report updates once per day automatically.
Top Priorities
This widget shows your 4 most urgent action items. Click any item to jump directly to that contact. Click View All to open the full Workflow page.
Use this as your starting point—handle these before anything else.
Quick Metrics
Four cards show your key numbers:
| Metric | What It Measures |
|---|---|
| Messages Sent | How many messages you've sent in the last 4 weeks |
| Contacts Reached | How many unique people you've connected with |
| Actions Completed | Tasks you've finished from your queue |
| Conversions | Contacts who became customers or partners |
Each metric shows a trend arrow:
- Green up arrow — You're doing better than before
- Red down arrow — Activity has dropped
- Gray arrow — About the same
Goal Progress
Your goals appear as cards showing:
- The metric being tracked (Messages Sent, Conversions, etc.)
- Your current progress (like "45 / 260")
- A progress bar with your target
- Days remaining
Are You On Track?
A marker on the progress bar shows where you should be based on elapsed time:
- Bar past the marker = You're ahead
- Bar behind the marker = You need to pick up the pace
When you're behind, a red alert tells you what you need to do daily to catch up.
Goal Types
90-Day Goals — From your business plan. These are cumulative—keep adding to them over three months.
Weekly Goals — Reset every week. These measure consistency and regular activity.
Monthly Goals — Reset monthly. Good for bigger-picture targets.
12-Month Goals — Annual targets for long-term tracking.
Activity Heatmap
The heatmap shows your activity over the past year. Each square is one day:
- Darker colors = More activity
- Blue tones = More messages sent
- Green tones = More replies received
- Gold border = A conversion happened that day
Below the heatmap, you'll see:
- Your current streak (consecutive active days)
- Your longest streak ever
- Active days this week and month
A consistent heatmap with few gaps shows you're building good habits.
Analytics Charts
Conversion Funnel
Shows how contacts move through your pipeline:
Contacts Created → Messages Sent → Responses → Conversions
This helps you see where people drop off. A big gap between "Messages Sent" and "Responses" might mean your messaging needs work.
Response Performance
A line chart showing:
- How quickly you respond to incoming messages
- A 24-hour target line for reference
Faster responses generally mean better engagement.
Activity Trends
A 90-day chart with a 4-week forecast showing:
- Messages sent (blue line)
- Contacts reached (teal line)
- Messages received (purple line)
- Dashed lines showing where you're headed
Channel Performance
Breaks down your activity by channel (Email, SMS, WhatsApp). Useful for seeing which channels get the best response rates.
Using Your Dashboard Effectively
Daily (2 minutes)
- Read Marlow's report
- Check Top Priorities
- Glance at goal progress—are you on track?
Weekly (10 minutes)
- Look at the activity heatmap—any gaps?
- Check the conversion funnel—where are people dropping off?
- Review response times—are you quick enough?
- Assess weekly goal progress
Monthly (20 minutes)
- Study the trajectory chart—long-term trends
- Compare channel performance—double down on what works
- Review forecasts—do you need to adjust your approach?
What Good Looks Like
Healthy patterns:
- Consistent colors on the heatmap (few white gaps)
- Green trend arrows on quick metrics
- Response times under 24 hours
- Contacts flowing through your funnel
Warning signs:
- Lots of white gaps on the heatmap
- Red trend arrows
- Slow response times (24+ hours average)
- Big drop-offs in your funnel
Common Questions
"There's no data showing."
New accounts need a few weeks of activity before charts populate. Start messaging contacts and the data will appear.
"My goals aren't showing up."
Goals come from your business plans. Make sure you've completed onboarding and generated a plan.
"The forecast seems off."
Forecasts need consistent data to be accurate. If you've recently changed your activity level, it takes time for predictions to adjust.
Next steps: Learn how to build landing pages to generate more leads, or dive into advanced analytics for deeper insights.