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Understanding the Admin Dashboard

How to use the dashboard as a daily starting point.

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Understanding the Admin Dashboard

The dashboard gives you a quick view of new activity and shortcuts into the work that needs attention. Treat it as a starting point; the detailed record always lives in the relevant section.

Where to find it: Admin → Dashboard

What to do

  1. Review new signups and recent activity.
  2. Open a person or activity to continue in the CRM.
  3. Check live visitors when you want to see what is happening on the site right now.
  4. Use the sidebar for the full list of tasks, appointments, campaigns, content, and settings.

Good to know

  • Counts can differ from a filtered CRM view; clear filters when comparing totals.
  • If a dashboard card looks stale, refresh the page before changing settings.

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