Your Dashboard

The Dashboard is an overview of your business and it is the first thing that you will see when you log into Captivation Hub. It will outline the progress and performance of your business:

Row 1:

• Opportunity Status: Status of Leads in your Pipeline
• Opportunity Value: All your leads' total worth
• Conversion Rate: Percentage of your ‘WON’ leads/accounts

Row 2:

• Funnel: A visual representation of what stages your opportunities are within your Pipeline
• Stages Distribution: This is a cycle graph of your Pipeline

Row 3:

• Manual Actions: An overview of manual actions 
• Tasks: A list of assigned tasks for one or all users within your account.

Row 4:

• Lead Source Report: Here you can see where your leads came from and what their values are.