This guide provides key insights on how to use the latest tools in our new dashboard. From leaderboards to actioning to-dos, this guide will help you get the most out of these powerful features.
Stat Cards
Stat cards provide an at-a-glance summary of your team's key metrics such as Replies, Interested and Meetings.
Select different time periods (e.g., weekly, monthly, quarterly) using the time filter at the top.
Compare your performance to previous periods with percentage or raw number changes displayed under each stat.
Filter by specific users on your team for more tailored insights into your team's collective performance.
If you have groups set up, you can filter by these using the groups dropdown. Learn how to set up groups.
Leaderboard
The leaderboard ranks team members based on key performance indicators like Calls, Emails, Meetings, and more.
Use dropdown filters to view performance by time period or specific metrics (e.g., Calls or Opens).
Toggle between the bar chart and table views for different visual representations.
Click on the column headers in the table view to sort by a specific metric.
If groups have been set up, filter by your team or group to see how you compare at the wider team level, but also within your individual group.
Live Feed
The Live Feed provides real-time updates on your campaign activities, including opens, clicks, replies, and voicemails.
Filter your live feed by specific campaign activity types using the dropdown.
(Super users and Viewers) Use the users dropdown to view multiple users' feeds simultaneously for a comprehensive overview of team activity.
To-Dos
The To-Dos section helps you manage your daily tasks, from calls and LinkedIn connection requests to email approvals.
Mark tasks as complete, snooze them, or bulk mark tasks directly from the dashboard.
Filter To-Dos by type (e.g. Calls, InMails etc.).
(Super users and Viewers) Use the users dropdown to see the To-Dos for the rest of your team.
Benchmarks
The benchmarks feature allows you to compare your performance with your team average, group average, and SourceWhale's global benchmarks. SourceWhale's global benchmarks are updated every 30 days to reflect current trends.
Use the dropdown to view your own performance averages over specific time periods (e.g., monthly, quarterly, yearly) and metrics (e.g. replies, interested).
Toggle between bar chart and table views for a detailed comparison.
Email Tracking Heatmap
The email tracking heatmap visualizes your email engagement (opens, clicks, and replies) across specific days and times, helping users identify optimal outreach windows.
Filter the heatmap by engagement type (e.g clicks, replies)
Use dropdown filters to adjust the time period displayed on the heatmap and switch between your own stats and your team stats.
If groups have been set up, you can filter by these groups from the dropdown. Super users will be able to see all groups in the team. Regular users will only be able to see stats for the groups they are part of.