Dashboard
The reporting page of ClientTether — lead flow, sales cycles, closed ratios, collected revenue and usage, all filtered by one date range and one contact type, and trimmed to the charts you actually read.
On this page
1What the Dashboard is
The Dashboard is where ClientTether turns your day-to-day activity into numbers: how many leads came in, where they came from, how quickly they move through the sales cycle, what closed, what was collected, and how much calling and texting the account did. It’s a page of charts, each with its own detail table, and every chart obeys the same filter bar at the top.
You reach it from Dashboard in the main navigation. It is not shown to Salesperson users, and an account can be configured so that certain users don’t see it at all.
Dashboard vs. Pipeline
The Pipeline shows you who is where right now, so you can act on individual contacts. The Dashboard shows you how many and how fast, over a period, so you can judge marketing and sales performance. Same data, different questions.
2The filter bar
Everything on the page is driven by the controls in the white bar at the top:
| Control | What it does |
|---|---|
| Contact Type | Restricts every chart to one of your contact types (Clients, Employees, Partners, Vendors, etc.), or All. Some revenue charts only appear for the first contact type — the one your proposals are written against. |
| Speed Range Options | One-click date ranges grouped by period: Week To Date, Last Week, Last 7 Days; Month To Date, Last Month, Last 30 Days; Quarter To Date, Last Quarter, Last 90 Days; Year To Date, Last Year, Last 12 Months. Picking one fills the Start and End dates for you. |
| Start Date / End Date | Set any custom range. The pickers use the date format from your account preferences. |
| Main Contact Only | When on, only main contacts are counted — additional opportunities under a contact are excluded, so one household or business isn’t counted several times. |
| Refresh Report | Re-runs every chart with the current filters. Press it after you’re done adjusting. |
| Gear icon (Chart Display Settings) | Opens the chart picker described in the next section. |
3Choosing which charts show
Nobody needs every chart every day. Click the gear icon in the filter bar to open Page Settings, and use the Display Columns list to tick the charts you want on the page. Untick the rest and press Update. The choice is saved to the account, so the page opens the same way next time.
Start with the four that answer “is this month on track?”
Lead Flow, Sales Cycles, Closed Ratio and Collected tell the whole story for most accounts. Add the specialised ones (usage, royalty, disposition codes) only when you need them; the page loads faster and reads cleaner.
4The charts, one by one
Each chart below can be switched on or off in Page Settings. Charts that depend on proposals only appear when your account has a proposal or quoting module enabled.
Leads and sources
| Chart | What it shows |
|---|---|
| Lead Flow | A line chart of new leads over the date range, with a Lead Flow Details table underneath listing the contacts behind the numbers (created date, contact, email, phone, city, state, company, lead source, sales cycle). |
| Lead Source | Leads broken down by source. Sort the list By Name or By Quantity, and open Lead Source Details for the underlying contacts. |
| Lead Source Dollar Collected | Revenue actually collected, attributed back to the source each contact came from — the chart that tells you which channel pays. |
| Contact Clients | A bar chart of contact counts for the selected type. |
| Client Count per Action Plan | How many contacts are running each plan, switchable between Connection, Conversion, Retention, Event and Seasonal plans. |
Sales cycle and pipeline
| Chart | What it shows |
|---|---|
| Sales Cycles | Movement through your sales cycle steps. Three views: New Lead Progression to Today (where leads created in the range are now), New Lead Based Activity within Date Range, and Any Recorded Activity within Date Range. Narrow it further by assigned user and lead source. A New Lead Progression Rate Details table and a Download Progress Report button sit underneath. |
| Pipeline Summary For Active Path | Deal value ($) sitting in each sales-cycle step right now. |
| Average days in Sales Cycle | How long contacts take to move through the cycle, viewable overall or per Lead Source, with a downloadable Days in Sales Cycle Report. |
| Milestone Period Comparison | Month-over-month comparison of milestone counts, dollars and percentages. |
Revenue and closing (needs a proposal or quoting module)
| Chart | What it shows |
|---|---|
| Revenue Report | Quoted, closed and collected dollars over time, switchable between line and bar charts. Only appears for the first contact type. |
| Estimator Statistics Report | Per estimator: number of estimates, dollars quoted, dollars closed, dollars completed, dollars collected, closing % and average quoted/closed value. Uses the same three views as Sales Cycles (progression to today, new-lead activity, any activity). |
| Average Job Size | Average deal value, viewable By Assigned User, By Lead Source, By Postal Code or By Quote Type, optionally for New Leads Only. |
| Closed Ratio and $ Closed Ratio | Win rate by count and by dollars, with the same breakdown options. Each has a details table. |
| Collected and Collected Rev Report Flow | Money collected in the range, as a bar chart and as a flow over time, broken down the same way. |
| Gross Margin | Margin By Lead Source or By Quote Type. |
| Closed Jobs Planning Report | A job-by-job table of closed work (project type, delivery and start dates, deposit, final payment, material, labour, sales tax, processing fees, revenue) that can be emailed to a chosen address. |
| Royalty Report | Opened from a link under the Revenue Report. Monthly and weekly royalty calculations for franchise accounts, with lock-and-email controls for the franchisor. See In an Enterprise account below. |
Activity and communication
| Chart | What it shows |
|---|---|
| Activity List | Activity recorded against a chosen action plan, per user or consolidated, with an Activity Record List table. |
| Call History Details | Call types by lead source, and a Calls steps Details table (contact, phone, agent, call type, date). |
| Email Open Rate | Open rate for emails sent from plans and templates, consolidated or per plan. |
| Reason Code / Disposition Code | How contacts were dispositioned, if your account uses log codes. |
| Minute Usage and SMS Usage | Calling minutes and text messages used, for a chosen month, plus separate This Month gauges so you can watch the current period. |
5In an Enterprise account
When the account has sub-accounts, an Accounts List panel appears on the left. Your own account is always included; tick Select All or individual sub-accounts to roll their numbers into every chart on the page. This is how a franchisor sees the whole network on one screen and then narrows to one location.
Some reports are Enterprise-specific: the per-account view of average days in the sales cycle, and the Royalty Report’s Mass Lock and Lock and Email actions, which freeze a month’s figures and send them to the account owner.
Lock royalty months last, not first
Locking a royalty report is meant to be the “final” version for that month. Don’t lock until the location has finished entering its closed jobs and collections for the period.
6Downloading and emailing reports
Most detail tables come with a Download Report or Download CSV button, and several charts offer Email Me to send the current report to your login email. Use these when you need to share numbers outside ClientTether — the export reflects exactly the filters on screen at the time.
7Troubleshooting
A chart I used to see is gone
Open the gear icon and check the Display Columns list — it was most likely unticked. If the chart is a revenue one, also confirm the account still has its proposal or quoting module enabled.
The numbers don’t match what I see in Pipeline
Check three things: the date range (Pipeline is “now”, the Dashboard is a period), the Main Contact Only switch, and the Contact Type filter. Then press Refresh Report.
I don’t have a Dashboard menu item
Salesperson users don’t see the Dashboard, and an account owner can restrict it for other users. Ask your account admin.
8Related pages
- Pipeline — the live, per-contact view of the same sales cycle.
- Lead Sources — the labels behind the source charts.
- Accounts List Page — managing the sub-accounts that roll up here.