The Main Dashboard

The start panel of the SALESmanago system allows quick access to the necessary information and a clear overview of the most important statistics. Here, you will find your basic account data, real-time traffic analytics, and an automatically updated number of page views. The main Dashboard can be freely personalized depending on your needs.


Contents:

    1. Your account
    2. Your contacts
    3. Real time events on the website
    4. Recent campaigns
    5. Traffic on your website in real time
    6. Squares on the chart
    7. Number of your website pageviews

Your account

[1] – click it to view/hide the window
[2] – here you have email address, role(s) of the account user and graphic element assigned to the account (optional)
[3] Account – here there are account details, billing and language which you are using and list of other ones which can be selected
[4] Education center – here you can click: e-learning, online manual, blog, news, get started as well as community where you can obtain additional information
[5] Logout
[6] Social media – links


Your contacts

[1] – you can find here all personalized dashboards you created. You can create up to 5 personalized dashboards.

[2] – the option of adding personalized dashboards. More information

[3] Time frame – choose the time period, for which the number and the contacts chart is generated.

[4] New contacts (yesterday) – the number of new contacts acquired the day before. Click Preview to generate the chart for new contacts only. If you click Who? you will be redirected to the contacts’ list.

[5] New contacts  – the number of new contacts acquired from the chosen part of time. Click Preview to generate the chart for new contacts only. If you click Who? you will be redirected to the contacts’ list.

[6] All contacts – the number of all contacts (email addresses) in the system. Click Preview to generate the chart for all contacts.

IMPORTANT: The data is updated once a day in the nigt, hence you may notice slight discrepancy between the statistics on the main dashboard and contacts’ list. Remember that the deleted contacts are not shown on the contacts’ list. 

TIP: To generate the proper chart, click the Preview button next to the selected option [1], [2] or [3].


Real time events on the website

Real time events on the website analytics shows, among others, an exact list of people who visited the monitored site. Ways to select displayed information:

  • Visits of monitored contacts – visits of contacts identified in the system.
  • Visits of anonymous contacts – visits of contacts unidentified or unmonitored in the system.
  • Transactions – list of people who made transactions in your domain.

[1] Scoring  – sort the list with regards to the scoring value you select.

[2] Filter – enter the value for the list sorting – all contacts, my contacts, main owner.

[3] Export – click Export to see the list export settings.

[A] Sort by scoring – filter the contacts you want to export on the basis of the scoring value.

[B] Choose the time frame from which you want to export contacts.

[4] Date – select the date, for which the list is generated.

NOTE: The 360° Profile button opens a window with all the detailed information about the client’s visits, also from there you can go to the contact card:


Recent campaigns

The Recent campaigns section includes a list of all campaigns with their creation date, ranges, campaign type and name. Also, you can go to the campaign analytics from there.


Traffic on your website in real time

[1] All contacts on the website – the total number of people currently visiting your website.

[2] Monitored contacts – the total number of monitored (identified) visitors currently visiting your website.

[3] Anonymous contacts – the total number of anonymous (unidentified) visitors currently visiting your website.

[4] On the chart, green squares represent visits made by identified users. grey squares represent visits made by anonymous users.


Squares on the chart

Each square on the chart represents a pageview or a number of pageviews on your site.

c1

If more than one contact of the same type enters the website in the same time frame, their individual squares are collated into one square.

c2

When you click a square, it will reveal some information on the visit it represents: the number of visitors and the traffic source from which they entered your website. If a square represents a single pageview, you will be able to see which subpage the contact is on. If it’s a monitored contact you will also be able to see their first and second name, scoring and their contact card (after clicking a button).

The chart lists the following traffic sources:

organic Organic – direct traffic, clicks from bookmarks or visitors who know your URL.

redirect Redirect – traffic from redirects.

google Google – traffic from clicking links in the Google search engine.

a-words  Google Ads– traffic from Google Ads clicks.

salesmanago SALESmanago – traffic from clicks in sources related to SALESmanago, including links in emails sent from automation rules, dynamic banners, recommendation frames, landing pages and web push notifications.

facebook Facebook – traffic from Facebook.

twitter Twitter – traffic from Twitter.

socialmedia Social – combined traffic from social media (a broader category used when Facebook and Twitter squares get collated).

other2 Other – traffic from all uncategorized sources (online ads, UTM campaigns, referral traffic).

all All – an overall category used when squares of multiple types get collated.


Number of your website pageviews

[1] Monitored pageviews – click Preview to generate the chart for pageviews by monitored contacts.

[2] Anonymous pageviews – click Preview to generate the chart for pageviews by anonymous contacts.

[3] All pageviews – click Preview to generate the chart for all pageviews.

[4] Time frame – select a time period, for which the chart will be generated.

If you need more information about the topic mentioned above, please contact us: support@salesmanago.com +1 800 960 0640