1
What's on the Dashboard
The reporting dashboard is your daily command center — a single screen that tells you whether your business is healthy at a glance.
- Stat cards at the top — Four summary cards show your most important numbers for the selected period: New Contacts, Open Opportunities, Revenue in Pipeline, and Appointments Booked.
- Period-over-period change — Each card shows the current period value and a green or red indicator showing how it compares to the prior period. A green up arrow means improvement; red means you need to investigate.
- Opportunity pipeline widget — A mini funnel view showing how many opportunities are in each stage. Lets you spot bottlenecks instantly — if a stage has way more cards than others, something is stalling there.
- Lead source pie chart — Shows what percentage of new contacts came from each source: Facebook, Google, Referral, Organic Web, etc. Updated whenever new contacts come in.
- Recent activity feed — A scrollable list of the most recent events: new form submissions, conversations started, appointments booked, and pipeline moves. Keeps you in the loop without opening each section.
Jtek
Dashboard
Contacts
Opportunities
Reporting
NEW CONTACTS
47
↑ 12%
OPEN OPPS
23
↑ 5%
PIPELINE
$1.2M
↓ 3%
APPTS
18
↑ 20%
PIPELINE STAGES
New Lead
18
Contacted
11
Appt Set
6
Contract
4
LEAD SOURCE
FB 38% · Google 27%
Referral 15% · Other 20%
Referral 15% · Other 20%
Tip: Make checking the dashboard the first thing you do each morning. It takes 60 seconds and keeps you from being blindsided — you'll see if new leads came in overnight, if appointments were cancelled, or if your pipeline value dropped unexpectedly.
2
Setting Your Date Range
All dashboard widgets respond to the selected date range — changing it lets you compare any period you care about.
- Find the date range selector — It's in the top right of the reporting dashboard, usually showing the current period (e.g., "This Month" or a specific date range).
- Click it to open the range picker — A dropdown appears with preset options: Today, This Week, This Month, Last 7 Days, Last 30 Days, Last 90 Days, and Custom Range.
- Select a preset for quick views — "This Month" is the most useful daily view. "Last 30 Days" gives you a rolling window that doesn't reset at month start.
- Use Custom Range for specific comparisons — Click Custom Range, then select a start and end date. Useful for reviewing a specific campaign period or comparing a past quarter.
- All widgets update simultaneously — When you change the date range, every widget on the dashboard recalculates: the stat cards, the pipeline widget, the lead source chart — everything updates at once.
Tip: For monthly business reviews, set the date range to the previous full month. Compare it to the month before by toggling between ranges — this tells you whether you're growing, flat, or declining and where to focus attention.
3
Opportunity Pipeline Widget
The pipeline widget turns your Kanban board data into a visual funnel so you can spot stage bottlenecks without scrolling through individual cards.
- Read the widget top to bottom — Each row represents a pipeline stage. The bar length shows how many opportunities are in that stage relative to the others. A long bar at the top means lots of leads sitting unworked.
- A healthy pipeline narrows as it goes down — You should have more leads at the top (New Lead) and fewer at the bottom (Closed Won). If you see a fat bar in the middle, that stage is where deals are stalling.
- Click any stage bar to jump to filtered opportunities — Clicking a stage bar takes you to the Opportunities page filtered to just that stage. This lets you immediately take action on the bottleneck.
- Compare pipeline value across stages — Some views show both count (number of opportunities) and value (total dollar amount). Watch the value at each stage — low-value deals at the top of the funnel might not be worth your focused time.
- Use it to run weekly pipeline reviews — Every week, open this widget and review each stage. Move deals forward, mark stalled deals as Lost, and identify which stage needs the most attention this week.
4
Lead Source Breakdown
The lead source chart answers one of the most important questions in marketing: where are my leads actually coming from?
- The chart shows new contacts by source — Each slice or bar represents a lead source: Facebook Lead Ads, Google Ads, Organic Web, Referral, Manual Entry, CSV Import, etc. The percentage shows that source's share of your total new contacts.
- Sources are tracked at the contact level — When a contact is created via a form submission, Jtek records how they got there: which form they filled out, any UTM parameters in the URL, and which Facebook Ad Account if applicable.
- Requires source tracking to be set up per form or automation — If all your contacts show as "Manual" or "Unknown," your forms aren't tagged with source data. Set the "Source" field in your form settings or workflows to fix this going forward.
- Use this to reallocate your marketing budget — If Facebook is generating 60% of your contacts at half the cost-per-lead of Google, that's a signal to shift budget toward Facebook. Or if Referral contacts close at a higher rate, double down on your referral program.
- The chart only reflects quantity, not quality — A source generating many contacts isn't necessarily better if those contacts don't convert. Cross-reference source data with pipeline close rates to find your best channel.
Tip: Always tag manually-added contacts with the correct source (Referral, Cold Call, etc.) when you create them. If you don't, they pile up under "Manual" and the chart becomes meaningless. Make it a habit — it takes 5 seconds per contact.
5
Pinning Widgets to Your Dashboard
You can customize which widgets appear on your dashboard so it shows exactly the data you care about most — and nothing else.
- Click the gear icon in the top right of the dashboard — This opens the dashboard settings panel. Here you'll see a list of all available widgets.
- Toggle widgets on or off — Each widget has an on/off toggle. Turn off any widgets you don't use regularly — a cleaner dashboard is faster to scan and reduces cognitive load.
- Drag widgets to reorder them — In the settings panel, grab the handle next to any widget and drag it up or down to change its position on the dashboard. Put the metrics you check first at the top.
- Save your layout — Click Save or Done in the settings panel. Your layout persists per user — each team member can have their own custom dashboard view.
- Revisit your layout quarterly — As your business evolves, the metrics you care about most may change. Review and update your dashboard layout every few months to keep it aligned with your current priorities.
Tip: A good starting layout for most businesses: Stat Cards → Pipeline Widget → Lead Source Chart → Recent Activity Feed. Remove any widgets related to features you aren't using yet — they clutter the view and can be misleading when they show zeros.