Dashboard Overview
The Cortado dashboard provides a comprehensive overview of your business at a glance. It’s designed to help you quickly understand what needs your attention and access common tasks efficiently.Dashboard Layout
The dashboard is organized into several key widgets that display the most important information:- Task Summary Widget: Upcoming deadlines and follow-up reminders
- Event Preview Widget: Today’s events and this week’s schedule
- Inquiry Status Widget: New inquiries and pending follow-ups
- Quick Actions: Common tasks accessible with one click
Task Summary Widget
The Task Summary widget helps you stay on top of important deadlines and follow-ups:Upcoming Deadlines
View tasks that are due soon, organized by priority:- High Priority Tasks: Critical items that need immediate attention
- Medium Priority Tasks: Important but not urgent
- Low Priority Tasks: Items that can be scheduled for later
Follow-up Reminders
Never miss a follow-up with reminders for:- Pending Quotes: Quotes that haven’t been sent yet
- Follow-up Calls: Scheduled calls and meetings
- Email Follow-ups: Emails that need responses
Task Prioritization
Tasks are automatically prioritized based on:- Due date proximity
- Lead value and stage
- Customer importance
- Manual priority settings
Event Preview Widget
Quickly see what’s happening today and this week:Today’s Events
View all events scheduled for today:- Event name and customer
- Start time and duration
- Location
- Staff assignments
- Status indicators
Week’s Schedule
See your upcoming week at a glance:- All events for the next 7 days
- Resource allocation
- Availability gaps
- Potential conflicts
Recent Booking Notifications
Stay informed about new bookings:- New bookings appear in real-time
- Quick access to event details
- Ability to confirm or modify bookings
Quick Event Navigation
Access common event actions:- Create new event
- View full calendar
- Filter by event type
- Export schedule
Inquiry Status Widget
Monitor your sales pipeline health:New Inquiries Counter
Track incoming leads:- Count of new inquiries
- Time since last inquiry
- Source of inquiries
Pending Follow-ups
See which leads need attention:- Leads awaiting response
- Time since last contact
- Follow-up priority
Recent Quote Requests
Monitor quote activity:- Quotes sent today
- Quotes awaiting response
- Conversion rate tracking
Stale Lead Indicators
Identify leads that may need attention:- Leads with no activity in 7+ days
- Leads that haven’t progressed
- Leads that may need re-engagement
Quick Actions
Access common tasks directly from the dashboard:Create New Inquiry
Quickly start a new lead entry:- Opens inquiry form
- Pre-fills organization context
- Saves time on data entry
Schedule Follow-up
Set reminders for important tasks:- Create follow-up tasks
- Set due dates and priorities
- Link to specific inquiries
Send Quote
Generate and send quotes:- Access quote templates
- Create new quotes quickly
- Send to customers directly
Access Templates
Quick access to commonly used templates:- Email templates
- Quote templates
- Invoice templates
Customizing Your Dashboard
While the dashboard provides a standard layout, you can:- Rearrange Widgets: Drag widgets to preferred positions
- Hide Widgets: Hide widgets you don’t frequently use
- Set Preferences: Configure what information displays by default
Best Practices
To get the most out of your dashboard:- Check Daily: Review the dashboard each morning to plan your day
- Update Tasks: Mark tasks as complete to keep the dashboard current
- Use Quick Actions: Leverage quick actions to save time on common tasks
- Monitor Metrics: Use the inquiry status widget to track sales health
Leads Pipeline
Learn how to manage leads effectively through the pipeline.