Understanding Your PulseHub Marketing Dashboard
Understanding Your PulseHub Marketing Dashboard
Your PulseHub Marketing Dashboard is the single source of truth for your business performance. It aggregates data from all connected channels and features—from Facebook Ads to pipeline opportunities—providing an instant pulse on your operational health.
I. Locating and Navigating the Dashboard
Access: The Dashboard is the first page you see upon logging into PulseHub. If you navigate away, simply click the Dashboard icon in the main sidebar .
Date Range: Always check the date range selector at the top right . Adjusting this is crucial for comparing current performance against previous periods to maintain a measurable rhythm.
Filtering: You can filter the entire dashboard by Pipeline, Funnel, or User to focus the data on a specific team or project.
II. Core Marketing Metrics (The Conversion Pulse)
This section provides an overview of your marketing efficiency and is often the first place to look for clarity on campaign success.
Total Conversions: The number of times a goal was completed (e.g., a form submitted or a call booked).
Conversion Rate: The percentage of visitors who completed a conversion goal. If this number is low, your landing page or offer needs attention.
First Time Leads: New contacts generated during the specified period.
Total Spent: Total ad spend across connected sources (Facebook/Google Ads) to calculate Return on Ad Spend (ROAS).
III. Opportunity and Pipeline Reporting
This section gives you an instant view of the health of your sales process and the value currently moving through your system.
Opportunities: The total count of clients currently sitting in a Pipeline stage.
Pipeline Value: The estimated monetary value of all active opportunities combined.
Funnel View: This visual displays your active Pipelines and the number of opportunities in each stage (e.g., New Lead, Proposal Sent). This is crucial for sales managers to ensure leads are moving in a smooth flow.
Win Rate: The percentage of opportunities that were moved to the 'Won' stage. A low win rate indicates a potential issue in qualification or closing process.
IV. Communication and Booking Insights
This section focuses on team activity and client interaction metrics.
Calls: Tracks all inbound and outbound calls made through the PulseHub system, including call duration and success rates.
Appointments: Displays confirmed, cancelled, and no-show appointments. Use this to identify friction points in your booking process.
Lead Source: Breaks down where your leads are originating from (e.g., Google, Facebook, Direct Traffic). This helps you know which marketing channel deserves more investment.
Tip: The Dashboard is highly customisable. If you feel a metric isn't relevant to your business (e.g., you don't use the Calling feature), click the 'Settings' icon to hide or rearrange the widgets for a personalised view.
