The MarketSage dashboard provides a comprehensive overview of your marketing activities. From here, you can monitor campaign performance, analyze customer behavior, and access all platform features.
Dashboard Overview
When you log in, you'll see the main dashboard with key metrics and quick actions:
Key Metrics
| Metric | Description |
|---|---|
| Total Contacts | Number of contacts in your database |
| Active Campaigns | Currently running campaigns |
| Messages Sent | Total messages sent this month |
| Engagement Rate | Average open/click rate across channels |
| Revenue Attributed | Revenue linked to your campaigns |
Navigation
The sidebar provides access to all MarketSage features:
- Dashboard - Overview and analytics
- Campaigns - Create and manage campaigns
- Contacts - Manage your contact lists
- Segments - Build audience segments
- LeadPulse - Lead scoring and tracking
- Automations - Set up automated workflows
- Reports - Detailed analytics reports
- Settings - Account and integration settings
Analytics Views
Simple Dashboard
The simple view shows essential metrics at a glance. Ideal for quick daily check-ins and monitoring overall performance.
Advanced Dashboard
The advanced view provides deeper analytics with customizable widgets, date range comparisons, and exportable reports.
Switch Views
Understanding Your Data
Time Periods
Most metrics can be filtered by time period. Use the date picker to view data for:
- Today
- Last 7 days
- Last 30 days
- This month
- Custom date range
Comparison Mode
Enable comparison mode to see how your current metrics stack up against a previous period. This helps identify trends and measure improvement.
Data Refresh
Widgets & Customization
The advanced dashboard supports customizable widgets:
- Chart Widgets - Line, bar, and pie charts for visualizing data
- Metric Cards - Single-value displays with trend indicators
- Tables - Sortable data tables for campaigns, contacts, etc.
- Activity Feed - Real-time stream of recent events
Adding Widgets
- Click Customize in the dashboard header
- Click Add Widget
- Select the widget type and configure settings
- Drag to position and click Save Layout
Quick Actions
Common actions accessible from the dashboard:
| Action | Shortcut |
|---|---|
| New Campaign | ⌘ + N |
| Import Contacts | ⌘ + I |
| Search | ⌘ + K |
| View Reports | ⌘ + R |
Mobile Access
Access your dashboard on mobile devices through the responsive web app. Key features available on mobile include:
- View key metrics and campaign status
- Pause or resume campaigns
- Check notifications and alerts
- Quick contact lookup