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    Dashboard Overview

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    The Dashboard is the 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:

     

    Dashboard_2.png

     

    Sales 

    The Sales section provides you with the following aggregate metrics:

    • Open Estimates
    • Unpaid Bookings & Invoices
    • Past Due Payments
    • Sales by:
      • Current Day
      • Current Week
      • Month to Date
      • Year to Date

    Dash-sales.png

    The top 3 boxes are also a short cut that takes you to the appropriate Sales-related dashboard.  For more info see the Sales article articles. 

     

     

    Calendar

    The Calendar section provides you with the following information:

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

    Dash-calendar.png

    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 Campaigns section provides you with the following information:

    • Recent campaigns sent
      • Including views and clicks
    • Upcoming (scheduled) campaigns
      • Including current expected targeted audience total

    Dash-Campaigns.png

    Clicking on the campaign will route you to the campaign details.

    For more info see the Campaigns article articles. 

     

    Reviews

    The Reviews section provides you with the following information:

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

    Dash-reviews.png

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

    For more info see the Online Presence article articles. 

     

     

    Clients

    The Clients section provides you with the following information:

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

    Dash-clients.png

    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. 

     

     

    My Documents

    The My Documents section provides you with the following information:

    • Most recent documents created or uploaded

    Dash-documents.png

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

    Clicking on the document allows you to share with client.  For more on document sharing see the Documents articles.

     

    Social

    The Social section provides you with the following information by social channel:

    • Number of followers
    • Reach
    • Engaged

    Social_Dash_2.png

     

    Other Functionality

    The Dashboard allows you to do the following additional functions:

    • Add a New
      • Client
      • Message
      • Appointment
      • Invoice
      • Record Payment
      • Estimate
      • Document
      • Campaign

    Dash-new.png

    • At the bottom of the Dashboard you have to ability to choose your default screen for future signing into Thryv.

    Sign_in.png

     

     

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