Help Center

Marketing Dashboard Overview

The Marketing Dashboard in LeadCenter provides marketing teams with real-time insights into campaigns, communications, and lead generation performance. It’s designed to help marketing executives and managers track engagement, manage events, and measure ROI—without switching tools.

Navigation and Access

• Sidebar Menu: Quick access to Campaigns, Email & Text Marketing, Events, Expenses, Templates, and more.
• Contacts: Appears directly below Home and opens your full contact list.
• Workflows: Appears directly below Email marketing and opens your workflow templates.
• Help Section: Browse help articles directly inside LeadCenter for quick guidance.

Contacts and Workflows are Sales and Operations screens, so selecting either one opens the Sales and Operations Dashboard and changes the left menu from green to blue. Select Go to Marketing Dashboard in the top bar to return to the Marketing menu. Email marketing → Campaigns is unchanged and still opens inside the Marketing Dashboard.

Workflows appears only for users with permission to view workflows, and it is hidden in servicing advisor view. If you expect to see it and do not, ask your account administrator to review your permissions.

Marketing Performance Cards (Last 7 Days)

At the top of the dashboard, performance cards provide visibility into key marketing metrics. All cards default to Last 7 Days, which can be adjusted using the dropdown at the top-right of each card:

• YTD Marketing Spend: Total marketing expenses entered for events and campaigns year-to-date.
• Total Emails Sent: Number of emails delivered during the selected time period.
• Total Email Opens: Tracks email engagement during the selected time period.
• Total Email Clicks: Measures user interaction during the selected time period.
• YTD Events Scheduled: Number of events or seminars completed in the selected time period.

Lead Metrics (Last 7 Days)

These cards reflect how marketing efforts translate to pipeline activity. The default range is Last 7 Days and can be modified individually:

• Total Messages Sent: Total marketing texts and emails delivered.
• New Leads Generated: Leads captured automatically through forms, calls, and registrations.
• First Appointments Kept: Counts only first-time meetings with new prospects (based on “1st Visit – Not a Client” appointment type).

Lead Analysis Charts (Last 7 Days)

Three charts visualize lead activity and progression. These also default to the Last 7 Days:

• Leads by Source/Campaign: Breakdown of where leads originated (e.g., YouTube, radio, events).
• Leads by Stage: Distribution of leads across stages in the Sales Pipeline.
• Leads by Medium: Method used to capture each lead (e.g., form submission, phone call).

Latest Campaign & Event Cards

At the bottom of the dashboard, three cards offer a snapshot of recent marketing actions:

• Recent Events: Overview of newly scheduled seminars or workshops (This week and this year).
• Recent Email Campaigns: Quick access to your latest email outreach.
• Recent Text Campaigns & Keywords: Summary of recent SMS campaigns and text-in keywords.

The Marketing Dashboard gives your team a centralized, real-time view of daily marketing activities, lead flow, and campaign performance—helping you drive results and optimize strategy, all within LeadCenter.AI. For deeper insights and advanced performance tracking, visit the Marketing Reports section.