Everything You Need to Know About the Dashboard
Dashboards are a collection of information that gives you an overview of the stuff you care about most, and the FT CRM Activity Dashboard is no different!
📖 Open Activity Dashboard
The Activity Dashboard gives you a clear overview of all outgoing activities. Adjust the time period to have a detailed day-to-day view and even check the metrics of your latest campaign right here.
We've made it our start page so that it's super easy to find!
📆 The Agenda
With so many things going on, it's easy to lose track of all the little details that come with a campaign. Plan your time better and keep track of deadlines with the stylish calendar overview.
See the date, time, and status of each campaign in the selected time period. Click on any project in the list and it will expand to show you all the activities in the project.
The status of an activity is represented by the colour it appears in the agenda;
Green for active activities or activities that have ended and are enabled
Blue for activities waiting for QA
Black for inactive activities, including activities in In Dev and disabled
The pink circle displays how many activities inside the project are displayed in the selected time period and the ❗indicates that you have an activity live and in production that has not been QA'd.
🧙♂️ Tip: You can filter activities based on status from the Agenda
⏰ Time Period
Find what you want quickly by selecting your preferred time period. See what happened yesterday, what's going on today, and what will happen tomorrow for a detailed day-to-day view. Or maybe you need an overview of the whole month to assist with CRM planning.
🧠 Note: Improve overall organisational performance with the ability to look back at the last month. And see into the future with the option to see next month's planning.
📊 Performance Summary
Manage the performance of your team and achieve those KPI's by keeping an eye on the numbers.
Witness first hand the fruits of your labour by clicking an activity to see the finer details and metrics of the campaign. You'll find out campaign specifics including;
Actions within an activity
Receiving Markets
Segment
Quantity of audience delivered to
Amount in deposits
From the Activity Performance Summary you can also navigate to; View Conversion to open up the Conversion Dashboard, View Activity to open the activity or Go To Project to redirect to the project where the selected activity belongs.
🗂 Projects in Use
Projects in this period show you exactly which projects are working for you in the selected time period. Focus on only the projects you need to.
At a glance, you can see how many activities belong to each status within the project.
🧙♂️ Tip: Easily delve into the project, just one click away, to make any edits or modifications.
✅ Pending QA
Upcoming activities pending QA or Activation are right here to make sure nothing goes out to the customer before it's absolutely perfect. The overview displays only the activities in the selected time period so you don't get bogged down with unnecessary information.
