The Dashboard is your home screen for Thryv Business Center. It gives a snapshot of your upcoming appointments and open payments, active clients, and allows you to take quick actions to communicate with your customers.

This article will cover the following areas of the dashboard:

• Quick Actions
• Sales
• Calendar
• Marketing/Campaigns
• Clients

Quick Actions

Sales 

The Sales section provides you with aggregate metrics about your revenue. Click on any of these metrics to be taken to the individual dashboard for that metric

• Year to date revenue
• Overdue Payments
  • Including the number and aggregate amount of payments that are 31 or more days past due.
• Pending Estimates
• Weekly Scheduled Revenue
  • This chart shows the total dollar amount of the fees of all scheduled appointments for each week. This chart does not consider whether the fee has already been paid or will be paid at booking.

For more information see the Sales section.

Schedule

The Calendar section provides you with the following information:

• Upcoming appointments
  
  • Click on an appointment to be taken to that appointment
• Appointments for the next 5 days
  
  • Click on a day to be taken to that day on your calendar
• Total bookings for the month
  • Click on this to be taken to this month's full view in your calendar

For more information see the Calendar section.

Campaigns

The Recent Campaigns section shows your most recently sent campaigns in chronological order, with the following metrics about the number of contacts who:

• Received the campaign
• Opened the campaign
• Clicked on the action button
• Took action in the client portal after receiving it

For more detailed information, check out the Marketing Automation Section.

Clients

The Clients shows a quick list of your clients based on the currently selected CRM view. If you have created custom CRM views, you can select them here to see that list of clients

For more info see the Clients section. 

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