Dashboard and Customization

Overview

Add, remove, and configure dashboard cards to track sequences, email stats, and team activity.

Dashboard Layout

The Dashboard displays two main areas:

• Left side: Sequence stats with visual charts
• Right side: My Sequence List

Add or Edit Dashboard Cards

1. Click the Edit icon (pencil) in the top-right corner of the Dashboard.

1. Select a Card Type from the right panel.

1. Configure the card settings.
2. Click Add to Dashboard.

Available Card Types

Email Stats

Track performance across all sequences or a specific one.

View Types: This Week, Last Week, This Month, Last Month

Metrics: Sent, Outbox, Opens, Clicks, Replies, Unsubscribed, Bounced

Task Stats

Display stats for your custom Task Types. Use this card to monitor pending and completed tasks across your team.

Schedule Emails

List of your recently scheduled cold emails. Review upcoming sends and adjust timing as needed.

My Sequences

List of all your sequences with status indicators. Quickly see which sequences are active, paused, or completed.

Replies

Recent email replies from leads. Stay on top of conversations that need follow-up.

Opens

Recent email opens by leads. Gauge interest and prioritize engaged prospects.

Email Link Clicks

Recent clicks on links in your emails. Identify leads showing high intent and follow up accordingly.

Team Email Activity

Track a team member's cold email performance.

Configuration:

1. Select Team Member
2. Select View Type (This Week, Last Week, This Month, Last Month)
3. Select Metrics (Sent, Outbox, Opens, Clicks, Replies, Unsubscribed, Bounced)

Team Member Sequence

View sequences owned by a specific team member.

1. Select User from the dropdown.

Team Member Particular Sequence Activity

Drill into a specific sequence's performance by team member.

Configuration:

1. Select User
2. Select Sequence
3. Select View Type (This Week, Last Week, This Month, Last Month)
4. Select Metrics (Sent, Outbox, Opens, Clicks, Replies, Unsubscribed, Bounced)

Remove or Rearrange Cards

• Click the X on any card to remove it.
• Drag and drop cards to reorder.

Save Changes

Click Done to exit edit mode and save your dashboard layout.