Dashboard Overview

The Home section in Marnager is your central dashboard, designed to give you a quick and powerful overview of your business metrics. Here, you can view and customise data on opportunity values, stage distributions, and conversion rates. With the flexibility to personalise, the dashboard allows you to put the most relevant information for your business front and centre.


Key Features of the Dashboard:

  1. Edit and Customise: Use the Edit Dashboard button to tailor what appears on your screen. You can adjust the time period to view data over the last month, six months, or any custom range that suits your business insights.

  2. Add and Arrange Widgets: Select Add Widget to explore a range of widgets that cover contacts, appointments, opportunities, visitor data, emails, calls, and more. Each widget can be displayed in different chart formats (pie, bar, line) for visual clarity. For instance, contact data can be sorted by source or tags, while appointments and general metrics have additional useful widgets like Google Business Profile insights.

  3. Drag and Drop Functionality: Reorder widgets on the dashboard by dragging them into your preferred position. This makes sure that your most valued metrics are the first thing you see when logging in.

  4. Save Changes: After setting up your dashboard with the ideal layout and widgets, hit Save Changes to secure your custom setup.


The home dashboard in Marnager is a versatile tool that brings efficiency to tracking your business performance. For further assistance, feel free to reach out!

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