Filtering your dashboard

The OnceHub Dashboard is designed to help you accelerate your lead capture, qualification, and engagement. Adding filters to the dashboard will help you to focus on the performance of your forms, bots, campaigns, or teams.

FIgure 1: Advanced filter options

Filtering by date 

Figure 2: Filter by date range

The default view for the dashboard will show data for the last 3 weeks. However, it's easy to add a date filter if you want to see data for a longer or shorter period of time.

Filtering by product

Figure 3: Filter by product

The default view for the dashboard will show data for all OnceHub products: FormOnce, ChatOnce, SubmitOnce, and ScheduleOnce. Adding a product filter allows you to focus on the performance of just one product.

Filtering by contact status

All contacts in OnceHub are assigned one of the following qualification statuses:

  • Qualified

  • Marketing qualified

  • Sales qualified

  • Disqualified

  • No status (default)

Adding a contact status filter to your dashboard allows you to focus on leads with a specific qualification status. For example, you might want to analyze marketing qualified leads and sales qualified leads separately.

Figure 4: Filter by contact status

Bots and forms can automatically update the qualification status for contacts. You can also manually update the qualification status for a lead.

Learn more about updating qualification status.

Filtering by contact owner

Figure 5: Filter by contact owner

Adding a contact owner filter to your dashboard allows you to track the progress of leads based on the contact owner. For example, you might want to track lead conversion or lead engagement performance for individuals or teams.

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