Dashboards — StudioM Platform Guide¶

Who this guide is for: Anyone who wants a quick visual overview of their business performance without digging through individual reports. Time to read: Approximately 8 minutes

What Are Dashboards?¶

Dashboards are customisable visual screens that show your key business metrics at a glance. Instead of navigating to different sections of the platform to check your pipeline, review appointments, or see email performance, you arrange the numbers and charts that matter most to you in one place.

You can have multiple dashboards — one for sales, one for marketing, one for daily operations — each showing the metrics relevant to that area.

How to Get There¶

Navigate to: Dashboards (left sidebar) — the first item in the navigation for most account layouts

Understanding Dashboards¶

A dashboard is made up of widgets — individual data tiles that each display a specific metric or chart. You choose which widgets to add and arrange them how you like.

Examples of what a widget might show: - Total contacts added this month - Number of appointments booked this week - Pipeline value (total value of all open deals) - Email open rate for your last campaign - Revenue collected in the last 30 days - Outstanding invoices

Your Default Dashboard¶

When you first log in, you'll see a default dashboard that StudioM has set up for your account. This gives you a starting point with useful metrics already displayed.

You can modify this dashboard or create additional dashboards tailored to specific needs.

Creating a New Dashboard¶

Click the + icon next to your existing dashboards (or look for + New Dashboard)
Choose:
Start from Scratch — blank canvas, you add widgets
Use a Template — pre-built dashboard layouts (see below)
Give your dashboard a name
Start adding widgets

Dashboard Templates¶

The platform includes ready-made dashboard templates for common use cases:

Template	Best For
Sales Performance	Pipeline value, conversion rates, deals won/lost
Marketing Overview	Campaign performance, email open rates, lead sources
Operations	Appointments, tasks, team activity
Executive Summary	High-level revenue, growth, and pipeline snapshot
Revenue Tracking	Invoices, payments, MRR (monthly recurring revenue)

Select a template to pre-populate the dashboard with relevant widgets — then customise from there.

Adding and Managing Widgets¶

Open a dashboard
Click + Add Widget
Browse widget categories (or search by name)
Click a widget to preview it
Configure the widget settings (data source, date range, filters)
Click Add — the widget appears on your dashboard

Moving Widgets¶

Drag and drop widgets to rearrange them anywhere on the dashboard.

Resizing Widgets¶

Drag the corner of a widget to make it larger or smaller. Widgets snap to a grid — make key metrics larger so they're easier to scan at a glance.

Click the three-dot menu (⋮) on a widget → Edit → adjust settings → save.

Click the three-dot menu (⋮) on a widget → Delete.

Pipeline & Sales Widgets¶

Pipeline Value — total value of all open deals
Opportunities by Stage — how many deals are at each pipeline stage
Conversion Rate — percentage of leads that become deals/customers
Deals Won / Lost — count and value for a given period
Deal Velocity — how long deals take to move through the pipeline

Contact Widgets¶

Total Contacts — overall contact count
New Contacts — contacts added in a date range
Contact Source Breakdown — where contacts are coming from (Facebook, website, referral, etc.)
Tag Distribution — how many contacts have each tag

Revenue Widgets¶

Total Revenue — payments collected in a period
Monthly Recurring Revenue (MRR) — for subscription-based businesses
Outstanding Invoices — unpaid invoices and their total value
Revenue by Source — breakdown of revenue by product or source

Communication & Campaign Widgets¶

Email Open Rate — percentage of sent emails that were opened
Email Click Rate — percentage of emails where a link was clicked
SMS Delivery Rate — percentage of SMS messages successfully delivered
Campaign Performance — opens, clicks, and unsubscribes per campaign

Appointment Widgets¶

Bookings This Week — number of appointments scheduled
Show / No-Show Rate — percentage of appointments attended
Appointments by Calendar — bookings per calendar or team member
Upcoming Appointments — a list view of what's coming up

Task Widgets¶

Open Tasks — count of incomplete tasks
Overdue Tasks — tasks past their due date
Tasks by Team Member — workload distribution

Review & Reputation Widgets¶

Average Star Rating — your overall review score
Reviews This Month — number of new reviews received
Rating Trend — how your score has changed over time

Other Widgets¶

Activity Feed — a live stream of recent contact activity
Form Submissions — how many forms have been submitted
Workflow Enrollments — how many contacts entered a workflow

Setting Date Ranges¶

Widgets can display data for different time periods. Configure this per-widget:

Today / Yesterday
Last 7 / 14 / 30 days
This week / last week
This month / last month
This quarter / last quarter
This year
Custom date range — any specific date window

You can also set a dashboard-level date range that applies to all widgets at once — useful for quickly shifting the whole dashboard to show "last month" or "this quarter".

Dashboard Filters¶

Apply filters to focus your dashboard on specific data:

By team member — see metrics for a specific person's contacts, deals, or activities
By pipeline — if you have multiple pipelines, filter to one
By tag — focus on a specific segment of contacts
By source — compare performance from different lead sources

Managing Your Dashboards¶

Renaming a Dashboard¶

Click the dashboard name → select Rename → type the new name → save.

Duplicating a Dashboard¶

Three-dot menu next to the dashboard name → Duplicate — useful for creating a variation of an existing layout.

Deleting a Dashboard¶

Three-dot menu next to the dashboard name → Delete → confirm.

Note: Deleting a dashboard removes the layout and widget configuration, but does not delete any underlying data.

Reordering Dashboards¶

Drag dashboard tabs left or right to change the order.

Best Practices¶

Keep each dashboard focused — a sales dashboard, a marketing dashboard, and an operations dashboard are more useful than one dashboard crammed with everything
Put your most important metrics at the top — the first thing you see when you open a dashboard should be the number that matters most
Use the right visualisation — a number tile is good for totals; a bar chart is good for comparisons; a line chart is good for trends over time
Review dashboards regularly — a dashboard you never look at is wasted; build dashboards you'll actually use daily or weekly
Don't add too many widgets — aim for 6–12 widgets per dashboard; more than that becomes overwhelming

Common Questions¶

Q: Can I share my dashboard with a team member? Dashboards you create are visible to other team members with appropriate access. If you need to restrict who can see certain dashboards, contact StudioM Support to adjust permissions.

Q: Is dashboard data real-time? Most widgets update in real time or near-real time. Some data may have a short delay depending on the source.

Q: Can I export dashboard data? Some widgets support exporting the underlying data (e.g., to CSV). Look for an export icon on individual widgets. For comprehensive data exports, see the Reporting and Analytics guide.

Q: Can I set up a dashboard that automatically emails me a report? Automated report delivery (scheduled email reports) is part of the reporting features. See the Reporting and Analytics guide for how to set up scheduled reports.

Q: What's the difference between a dashboard and a report? A dashboard is a visual, real-time view you check regularly. A report is a more detailed analysis, often covering a specific time period or topic, that can be exported or scheduled for email delivery.

Need Help?¶

Contact StudioM Support any time.

Email: support@makoa.us
Live Chat: Available inside the platform

Related guides: Reporting and Analytics · Opportunities and Pipeline · Contacts and CRM