Dashboard
Groundhogg's dashboard offers a highly intuitive, user-friendly interface designed to give users quick access to essential tools and insights. The dashboard features a range of helpful widgets, each tailored to improve your workflow and overall experience.
The dashboard welcome banner greats the logged-in Contact along with a Quick Actions dropdown menu and a verticle ellipsis(three dots).
Quick Action Menu
Providing access to " Schedule a broadcast", "Create a funnel", and "View Reports".
Verticle ellipsis(three dots)
Additional options include " Preferences" and " Feedback."
Preferences
Manage your dashboard widgets by turning them on or off through Preferences.
The widgets included:
Helpful Links
Quick access to important resources and frequently used sections.
Notifications
See notifications of updates for Groundhogg and its extensions. Toggles between "See active" / "See all"
News
Stay informed with the latest updates and announcements related to Groundhogg from our blog.
Quickstart Checklist
A step-by-step guide to ensure you’ve set up everything properly and help new users onboard quickly.
To complete a task, click the down arrow and the [ Finish Task ] button
Recommendations
Personalized tips and suggestions to improve your workflows and maximize efficiency.
Summary
A concise overview of key metrics and performance indicators, helping you assess your CRM health at a glance.
- This Month \ Today
- New contacts - Displays the number of new contacts with a link to a filtered list of these contacts / and an arrow in color of increase or decrease in percentage.
- Confirmed - The number of Contact's opt-in status changed to "Confirmed".
- Engaged - The number of Contacts "was active".
- Unsubscribed - The number of Contact's opt-in status changed to "Unsubscribed".
Recent subscribers - displays 5 of the most recent contacts who subscribed. Click the contact will link over to the contact record. Displays:
- Profile picture
- Contact name
- When subscribed
- Email link
- Opt-in status
When hovering over the contact:
- Primary Phone & Ext. link
- Mobile Phone link
- Work Phone & Ext. link
- Tag(s)
Recent Broadcasts
A list of this week's broadcasts and sortable data(Broadcast name - links to Broadcast Report, number of emails sent - links to contacts, opened, links clicked and unsubscribed)
My Tasks
A task management tool that tracks tasks for Contacts, Companies, and Deals*. Displays status labels("overdue", "due today", "due soon", "pending", "complete").
Tasks consists of:
- Task type icon
- Task name
- Contact with profile picture and link to this contact, or Company with link to details, or Deal with link to details.
- Time label
- Added by and when
- Task details
- Mark complete
- Verticle ellipsis menu(three dots) - (Snooze*, Edit, Record activity, Delete)
*Postpones the task deadline by 254 hours
Additional Widgets
Extensions may provide additional widgets