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Avatar photo Mac Mischke
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Feb 4, 2022
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You asked for a new and improved user experience, and we're ready to deliver.

All WhatConverts users now have access to the new WhatConverts Dashboard. If you're still using the legacy dashboard, click this notification at the top of the page to switch to the new dashboard.

You can still switch back to the Legacy Dashboard until June 30th, when we will sunset the legacy dashboard.

What's new?

The new WhatConverts dashboard has unique features that you, our customers, asked for. These changes include more intuitive navigation, easy access to your most important reports, a modern redesign, and more customization on the user level. It's also faster than ever before.

WhatConverts now immediately shows all your lead and marketing data upon login. This new layout provides more insights, faster, and in a data language that you and your clients can understand.

WhatConverts reporting got a facelift, too, with new summary reports, the ability to save your favorite reports, and an enhanced WhatConverts Report Builder. WhatConverts Summary Reports are now more precise and more informative as well.

Sign up here for a free 14-day WhatConverts trial or request a 30-minute live demo. We’ll answer your questions and show you how to use WhatConverts track the success of your marketing.

Our new dashboard also features an overhauled lead tracking setup process. It's now much easier to onboard new clients and get new accounts up and running.

Check out the new dashboard

WhatConverts co-founder Michael Cooney created four videos to walk you through the new dashboard. Each video touches on a different aspect of the new dashboard; Navigation, Lead Manager, Reporting and Lead Tracking.

Below, you'll find a list of all the benefits of using the new dashboard and videos showing you how the dashboard works.

New Navigation

  • We've prioritized three sections in the new layout: Leads, Tracking, and Reporting.
  • Once you've gotten used to the change, you'll find that you can move around quicker.

New Dashboard & Lead Manager

  • The new dashboard provides an easy entry point to data and speaks the language of your client or CEO.
  • Improved lead management system to keep all your leads in one place.
  • Each account user can now customize the layout of their lead management dashboard.
  • The Customer Journey view is more accessible.

Improved Reporting

  • Select and save your favorite reports to use again
  • The Monthly Summary Report is updated to be more insightful
  • Report Builder now has a step-by-step process for building reports
  • Tabs to show lead data on a timeline or by dimensions
  • Dimension grouping to simplify client reports
  • Improved ability to schedule and send reports

Improved Lead Tracking

  • Step-by-step walkthrough for setting up your account and tracking leads.
  • A simple step-by-step walkthrough for setting up your call tracking numbers.
  • WhatConverts now has a built-in ability to test calls during the setup process.
  • Improved the form-tracking process to eliminate errors.
  • New accounts can now immediately see sample data instead of having to wait for leads to come in

Log in to WhatConverts now to see the brand new dashboard in action.

Sign up here for a free 14-day WhatConverts trial or request a 30-minute live demo. We’ll answer your questions and show you how to use WhatConverts track the success of your marketing.

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Mac Mischke

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