What is the Dashboard?
The dashboard is your main reporting hub and the "home" page when you log in to Smarter Launch. This is where you will find a quick overview of your revenue, win rate, and proposal trends. You can also download your dashboard data to CSV.
What is on the Dashboard?
⭐️ Reporting Widgets:
The number of proposals (and their status) for the
Last 365
Your win rate
Last 30
Last 365
New initial revenue
Last 30
New recurring revenue
Last 30
PRO TIP: Interact with the widget visuals by clicking on the pie chart to see the closing/win rates of different proposal statuses.
📊 12-Month Bar Chart:
Revenue trends
Sent and accepted proposal trends
📉 Reporting Table
Sent and accepted proposal revenue figures and trends for team members, teams, and locations
Today
Last 7
Last 30
Last 365
Available Dashboard Filters and Toggles
You can filter the dashboard data by:
Locations
Teams
Team Members
You can toggle the data between:
Initial/One-Time revenue
Recurring revenue
This is not annual contract value (that is coming soon!)
This is new recurring revenue for a 12-month period but not including the initial payment, only the recurring payments
Dashboard Data CSV Download
You can download all of your dashboard data to CSV by clicking the Download CSV Button in the upper right corner.
