Best practices for reviewing your dashboard

To make sure that you're getting valuable insights from your dashboard, here are some best practices to consider.

Figure 1: Dashboard

Schedule a regular time to review your dashboard

If you really want to get the most from your dashboard, you need to schedule a regular time each week to review it for 30 minutes or more.

Checking the dashboard quickly every day is a great idea but sometimes you need to take a wider view to see how metrics are trending from week to week, or even month to month.

Schedule a weekly recurring meeting in your calendar and invite some colleagues to join you. It's a great way to brainstorm ideas for improving your lead metrics.

Use filters to understand your dashboard better

Adding filters to your dashboard is quick, easy, and very revealing. You can soon find out what's working well and what could be improved. You can use filters to measure the performance of individual forms, bots, and teams.

Learn more about filtering your dashboard.

Figure 2: Filter your dashboard

Use our guides to understand the metrics better

It's easy to get a little bit overwhelmed with a dashboard full of metrics, so we've created guides to help you really understand each one:

Each guide also includes ideas for optimizing your bots, forms, and booking pages.

Experiment with different forms or bots for your visitors

Focus on one (or maybe two) metrics that you want to improve. If you try to improve everything at once, it's difficult sometimes to see what's actually working or not.

Review the pages on your website that are relevant for your chosen metrics. Can the messaging or content on the page be improved? Can a form or bot be added with qualification questions and engagement options?

If you're looking for ideas and inspiration for ChatOnce, try this guide:

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