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    Help Center Getting Started

    The WhatConverts Dashboard


    New Dashboard
    Legacy Dashboard

    When you log into WhatConverts, you will have the opportunity to review the "WhatConverts" dashboard. This Dashboard is available at the Master Account, Account and Profile levels.

    Top of WhatConverts Dashboard.

    When you are logged into your WhatConverts account, you can review what level you're in. You can be viewing the Master Account, Account or Profile. In our example above, we are viewing the Profile.

    You will also be able to determine where, in the Navigation you are as well. In the red box, you'll see we are viewing the Dashboard.

    In the Dashboard, you will be able to select to view Live or Sample data and choose a Date Range to review.

    The first line of data is the Total Leads and a break down of Totals by Lead Type for your selected date range.

    WhatConverts Dashboard first charts

    Below the Lead Counts, you'll find reporting and charts.

    The "How many leads were generated?" chart reports how many leads of each lead type were tracked for each day. To review the leads that were tracked, click "View All Leads" at the bottom of the chart.

    The "Which source/medium generated more leads?" chart reports the Source and Medium for the leads that were tracked for your date range. You can hover over the different sections to see how many of each Lead Type was tracked by source and medium as well. To review the full report, click "View Full Report" at the bottom of the chart.

    Third section of WhatConverts Dashboard

    The "What type of leads are you getting?" chart reports your total leads with the number and percentage of Unique versus Repeat leads tracked.

    The "What is the status of your leads?" chart reports your total leads with the number and percentage of Quotable, Not Quotable, Pending and Not Set leads tracked. The Quotable status of a lead can be updated manually or through a CRM integration that passes data back to your WhatConverts profile.

    The "Which pages generated more leads?" report shows you the Lead Page that your leads are being generated from.

    Click "View Full Report" under any of these reports to view more details.

    Fourth Section of WhatConverts Dashboard

    You can review your most recently tracked Leads in the "Who are your most recent leads?" chart. This chart will tell you Who contacted you, What type of lead they submitted, Where/How the user found your website and Which page they were on when they contacted you. Click "View All Leads" to be taken to your Lead Manager.

    The "Which source/medium are converting better?" chart reports which Source and Medium are the most Quotable. This is another chart based on the Quotable status of your leads.

    Quote and Sales Value Charts

    The final two charts report on the Source and Medium of the leads that are generating your Quote and Sales values. When reviewing the charts, hover over each bar column to see the Total sales or quote value tracked by source/medium, the Per Lead value tracked and the Per Quotable Lead value tracked. These charts will also be more enriched with data when you are updating leads with the Quote and Sales values.

    If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com

    This is a brief introduction to what you'll see inside the WhatConverts Dashboard. The Dashboard is the first thing you will see when you log into your WhatConverts account. It shows you an overview of leads being tracked.

    Getting Started Dashboard

    On the right side of the Dashboard, you will see a overview of all leads displayed through a specified date range.

    Dashboard Overview

    On the bottom of the page, you will see your Total Quote Value, Sales Value and Conversion Rate from quote to sales displayed.

    Quote and Sales Value

    Under the chart, you will see the latest leads received, broken down in greater detail. Using the menu above the leads, you can export your leads to a CSV file, add filters, choose which columns to display and select specific dates or spans of time to display.

    Dashboard Filters

    Note: The symbols in the Type column represent contact methods.
    This symbol represents Phone Calls:

    Phone Call

    This symbol represents Web Forms:

    Web Forms

    This symbol represents Chat:

    Chats

    This symbol represents E-commerce Transactions:

    Transactions

    If you click on a phone lead, using the "View Lead Details" eyeball symbol at the beginning of the row, you will get a display of all tracked information from that phone call.

    View Lead Details

    Dashboard

    Now you've received a brief overview of the WhatConverts Dashboard.  If you want to see what our platform can do, please check out the other articles in our help center, request a demo, or try out WhatConverts free for 14 days .  If you have specific questions, or would like to discuss our platform further, please contact us.

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