Understand Dashboard

Understanding your Dashboard

Summary: Learn how to navigate and interpret your growlio dashboard to stay on top of your business activities.

Overview

The dashboard is your command center in growlio, providing a real-time snapshot of your business health. It displays key metrics, recent activities, upcoming tasks, and quick access to important features. Understanding how to read and use your dashboard effectively helps you make informed decisions and stay organized.

Prerequisites

  • Active growlio account
  • Some data in your account (clients, leads, or projects)
  • Completed basic setup

How to Navigate Your Dashboard

Step 1: Access Your Dashboard

After logging in, you automatically land on the dashboard. You can always return here by clicking the "Dashboard" link in the main navigation or clicking your organization logo.

Tip: Bookmark your dashboard URL for instant access. Most users keep it as their browser homepage.

Step 2: Review Key Metrics Overview

At the top of the dashboard, you'll see summary cards displaying important business metrics like total clients, active leads, and revenue figures. These update automatically as your data changes.

Step 3: Total Clients

Shows the total number of clients in your system, including all active and returning ones. This helps you track your overall client base growth.


Step 4:  Active Projects

Displays the number of projects that are currently in progress or being worked on. Use this to monitor your ongoing workload and project pipeline.


Step 5:  Outstanding (Amount Owed to You)

Indicates the total value of unpaid invoices or balances still owed by your clients. This helps you keep track of pending payments and manage your cash flow effectively.


Step 6: Monitor Upcoming Tasks

The tasks widget displays deadlines, scheduled calls, and pending items. Tasks are sorted by due date with overdue items highlighted in red. Check this section daily to stay on top of commitments.


Step 7: Review Sales Pipeline

The pipeline visualization shows lead distribution across stages. See how many prospects are at each phase from initial contact to closing. Identify bottlenecks where leads tend to stall.


The revenue chart displays income over time, helping you spot trends and seasonal patterns. View monthly, quarterly, or yearly data to understand business growth and forecast future performance.


Tip: Use the date range selector above charts to compare different time periods.


Step 9: Check Team Activity

If you're on a team plan, see what your colleagues are working on. View recent actions by team members to coordinate efforts and avoid duplicate work.


Tip: Use team activity to identify who last contacted a client before you reach out.


Step 10: Top Customer Locations widget

It's widget provides a live visual of where your clients are located around the world. This interactive map automatically updates as new clients are added, giving you a clear picture of your business reach.


Step 11: Access Quick Actions

The quick actions menu provides one-click access to common tasks like adding clients, creating proposals, or logging activities. Use these shortcuts to work faster without navigating through menus.


Tips & Best Practices

  • Review your dashboard each morning to plan your day effectively
  • Customize widget order by dragging and dropping (if available)
  • Set the dashboard as your browser homepage for quick access
  • Use dashboard data to identify trends before they become problems
  • Click through to detailed views when you need more information
  • Export dashboard data for presentations or reports
  • Share dashboard screenshots in team meetings for alignment
  • Check activity feed after breaks to catch up quickly
  • Use quick actions instead of navigating through menus
  • Monitor pipeline regularly to forecast revenue accurately

Troubleshooting

Issue: Dashboard shows no data

Solution: New accounts start with an empty dashboard. Add clients, leads, or proposals to see data populate. Import existing records if you have them in CSV format.

Issue: Metrics seem incorrect

Solution: Refresh your browser to update data. Check date range filters - you might be viewing a specific time period. Verify records are properly categorized (e.g., leads marked with correct status).

Issue: Dashboard loads slowly

Solution: Clear browser cache and cookies. Close unnecessary browser tabs. Large data sets take longer to load - consider archiving old records you no longer need active.

Issue: Missing widgets that others see

Solution: Some widgets are role-restricted or plan-specific. Check your user role and subscription tier. Contact your administrator to request access or upgrade.

Issue: Charts display incorrectly

Solution: Try a different browser or update your current one. Ensure JavaScript is enabled. Disable browser extensions that might interfere with chart rendering.

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