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    Official Guide

    Dashboard Overview

    The RevStackr Dashboard provides a high-level overview of your account's performance, including pipeline value, conversion rates, and task management.

    Opportunities and Pipeline Value

    At the top of the dashboard, you'll see the Opportunities, Pipeline Value, and Conversion Rate metrics. These are calculated based on the selected pipeline and date range. The Pipeline Value represents the total monetary value of all open opportunities.

    Funnels and Stages

    The Funnel chart visualizes how many leads are in each stage of your selected pipeline, helping you identify bottlenecks in your sales process.

    Tasks and Manual Actions

    • Tasks: Displays pending tasks assigned to you or your team members.
    • Manual Actions: Shows pending manual calls or SMS messages triggered by your workflows. You can execute these sequentially directly from the dashboard.

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