In this KB article I’ll be covering the Dashboard module. This module gives you access to all your favorite modules all in one convenient spot. However there are other things within the dashboard that make it unique. One of those is the Statistics grid which I’ll cover in this KB article. I’ll cover everything about this module in further detail as outlined below:
My Account Tasks
Quick tasks is something that’s present in the tasks module itself which is covered in depth in the tasks KB Article. Quick tasks allows you to quickly add tasks for individuals, groups, or organizations. If you’d like to learn more just click the link!
This simply shows the downloads that are available to you. One can set specific groups to have access to the particular download. This helps keep the user experience simple and clean. If you want to learn more about this module just click below!
My Account Tasks
This section shows tasks that are assigned to you. This is meant to improve workflow by showing them in the Dashboard. You can click on the edit button to view more details about the task. You can also click on add new task to, go figure, add a new task for yourself. If you’d like to learn more about this module then you can click the link below.
This section gives you some really useful information about your website at a glance. As you can see you get statistics on the Accounts and Blog modules. That’s not all though. You also get statistics on the Downloads, Knowledgebase, Leads, Page Content, Tasks, Testimonials, Users, as well as other statistics based on your website traffic.
The Blog post section allows you to view essential information about your blogs. For example it shows how many views that the article has garnered. Apart from that you can both edit specific articles from here by clicking the pencil button or add a new article by clicking on the add new button.
System logs is used to monitor what’s happening within your system. It’s good for debugging issues that you may have or verifying that a particular thing has been done.
Accounts are meant to list all the businesses that you are helping. If you have a fair amount you can get some interesting statistics here on the account industries that you serve.
In Sales? This section shows you your current leads. You’re able to view them in greater detail by pressing the pencil button or even add a lead by clicking the “Add New” button. If you’d like more information about this click the link below.
This pulls the industry information from the leads and displays information exactly like the account industries but with less time
The page content section shows you all the pages that you have on your website. It also allows you to edit these pages by clicking the edit button. If you’d like to add a new page then you can click the add new button.
Search and Sort
When you click on the Importer module you should see something like this:
The use of these types of searches are covered extensively in the Page Content KB article here.