The Dashboard is your home screen for Thryv, and it highlights the customers’ sales, upcoming appointments, recent campaigns, latest reviews, and active customers.

This article will cover the following areas of the dashboard:

• Sales
• Calendar
• Marketing/Campaigns
• Reviews
• Clients
• Social
• Other Functionality

Sales 

The Sales section provides you with the following aggregate metrics:

• Open Estimates
• Overdue Payments
• Due Payments
• Not Yet Due Payments
• Sales by:
  • Current Day
  • Current Week
  • Month to Date
  • Year to Date

The top 4 boxes are also a shortcut that takes you to the appropriate Sales-related dashboard.  For more info see the Sales article.

Calendar

The Calendar section provides you with the following information:

• Bookings for the Upcoming day and 5 day's out
• Total bookings for the week
• Total bookings for the month

Clicking on the upcoming days will route you to that days schedule in the Calendar function.

For more info see the Calendar article articles.

Campaigns

The Marketing section provides you with the following information:

• Recent Campaigns Sent
• Upcoming/Scheduled Campaigns

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

Reviews

The Reviews section provides you with the following information:

• Your current overall star ranking
  • Including the number of reviews it's based on
• Latest review submitted with the source
  
  • Including button to read full review

Clicking on Reviews will route you to the Reviews page under Online Presence.

For more info see the Online Presence articles.

Clients

The Clients section provides you with the following information:

• Topmost recently active clients
• Top tags with the number of clients with that tag assigned

Clicking on a Client or on the Tags will route you to the Clients view for that particular client or group of clients.

For more info see the Clients articles.