The Marketing Dashboard gives you a clear snapshot of how your business is performing across the entire customer journey - from lead generation to membership renewals and beyond!
To view the Dashboard, go to Marketing > Dashboard
Note: The Marketing Dashboard is included with the Marketing Suite software. If you're interested in the Marketing software, reach out to our support team or click on the free trial on your dashboard to get started!
Lead stages
At the top of the Marketing Dashboard, you'll see the amount of clients in each stage of the Lead Management:
View this page on how to add Lead stages and this page on how to add in the transitions between stages😊
Number of Leads by Source
This chart will show the number of leads, including the source of where the lead came from (app, direct traffic, Facebook, etc). A lead is someone that came into the client list, but has not made a purchase yet.
Number of Customers by Source
The number of customers that came in through each source. A customer is someone that has made a purchase:
Number of Members by Source
The number of members that came in through each source, so you can see the sources that typically convert to a membership. A member is someone that owns a membership/subscription:
Total revenue by Source
The "Total revenue by source" bar chart shows the total revenue by source and date:
Sales Performance by Source
The Sales Performance chart shows revenue by source in a table format. Similar to the Total Revenue by Source bar chart, it displays the same data but also includes totals for revenue, memberships, and packs.
Lifecycle Stage Transitions
A flow visualization of lifecycle transitions. You can hover over each section to see the metrics for the transition:
