Dashboard tour for contractors

Dashboard tour for contractors

The Pipeline On dashboard is built to help contractors answer three questions:

1. Is tracking working?
2. Are visitors being recovered?
3. Which leads should my team work first?

Main areas

Leads:

• Recovered homeowners and visit context.

Install:

• Tracking tag and verification status.

Zapier:

• CRM routing setup and webhook delivery.

Settings:

• Sites, team, billing, and account details.

Usage:

• Account activity, recovered lead counts, and billing-related usage.

Lead list

Use the lead list to check:

• Name.
• Contact details.
• Address or area.
• Page visited.
• First seen and recovered time.
• Hot lead score or priority.
• Delivery status.

Lead detail page

Use the detail page before calling.

Check:

• Page journey.
• Service area.
• Property or address context.
• Available contact fields.
• CRM delivery history.
• Notes or follow-up status.

What to review daily

At least once per day, check:

• New recovered leads.
• High-intent visits.
• Failed Zapier delivery.
• Leads without phone that need email or postcard follow-up.
• Leads outside service area that should be suppressed.