> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.thetchoum.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Section 20: Dashboard 1. __Introduction to the Dashboard__ The Tchoum Growth Dashboard is a centralized interface that consolidates key metrics and essential tools for your business, providing an overview of your performance and activities. 2. __Accessing the Dashboard__ After logging into your Tchoum Growth account, the Dashboard is usually the first page displayed. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-3255_oizby1.png) ** Here is what the "Dashboard" page looks like: ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-3511_6i8484.png)** 3. __Dashboard Widgets__ Opportunities: Displays the current opportunities in your sales pipeline. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-3514_1mf0qn6.png)** __Pipeline Value:__ Shows the total value of opportunities in the pipeline. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-3523_1hj9ian.png)** __Conversion Rate: __Indicates the percentage of opportunities converted into sales. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeNaBp485EDQ-R267A9A64zoOcGqRwpkGRMyJ_PouPuKit5RKsTQc4uNWjsTTSohXrZsUadeg6vAxDU8bZmXTuBrYB7ULhaRGdaHOE9wROSJw2T2DeRJ3z6ZX153nApfMrFRRHN4w?key=kW-ihKvs7SitVhq8ywV1rQ64) __Stage Distribution__: Visualizes the distribution of opportunities across the different stages of the pipeline. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-3540_ax8nzg.png) ** __Lead Source Report:__ Explains the origin of your leads. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-3550_a6ccqy.png)** __Funnel __ __Description:__ This widget provides a visualization of sales or marketing journeys, showing how prospects move through different stages until conversion. __Usage: __It helps identify friction points where prospects might drop off, allowing you to optimize each stage to improve conversion rates. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-3564_1l60bgc.png)** __Tasks __ __Description:__ This widget centralizes all assigned tasks, providing an overview of actions to be taken. __Usage:__ It helps efficiently manage daily activities, track responsibilities, and ensure deadlines are met. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-3585_rl2gd1.png) ** __Manual Actions __ __Description__: This widget lists actions that require human intervention, such as phone calls or sending personalized messages. __Usage__: It ensures these critical actions are not overlooked and are executed promptly to maintain engagement with prospects or clients. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcgHoN5QZgnDI5hRymZeQiF5yptdkDdpYStxofEFWyu1YF_Zh1GKXLy52J6ne_gjedU2TpT6qTFBOTDtzc-3QZEQfP97gksSIpAU0HONCvsFIaxg2nZ2tCjyHkH6ksH3ArFtOqyXg?key=kW-ihKvs7SitVhq8ywV1rQ64)![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4493_1nkxo9i.png) __Google Analytics Report __ __Description:__ This widget integrates Google Analytics data directly into the dashboard, providing insights into website traffic, user behavior, and other key metrics. __Usage:__ It allows you to monitor website performance without leaving Tchoum Growth, making quick analysis and informed decision-making easier. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcS20SXSJ2tPgVYNwLf0jvRVt5V6u-EosnnXoNPiHxm6VWdG4xE0IJ421JWolx-2JCM9DIzJigFUE034W7DCflBtT7baO2n6KVvmHw6RQR2x0BV4B7dpJF2TagXQseghOl5dnVVcg?key=kW-ihKvs7SitVhq8ywV1rQ64) __Google Business Profile __ __Description:__ This widget displays information and performance related to your Google Business Profile, including reviews, interactions, and visibility statistics. __Usage:__ It helps manage online reputation, respond to reviews, and understand how potential customers interact with your business on Google. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeyVsN3avmA7Bqt957E_QglWn4Mh0F5pWHy8nUmHXJJminekgqNAR1af6FEx7D6L67DYZaHRkQ1xwakbwsFdxkKgqCeBeOzUU3XMVYwtAU41xzFkKLYe2ACE0Qk3GKKiUB9pQT-?key=kW-ihKvs7SitVhq8ywV1rQ64) __Facebook Ads Report __ Description: This widget presents the performance of your Facebook ad campaigns, including metrics such as impressions, clicks, cost per click (CPC), and click-through rate (CTR). __Usage:__ It provides an overview of the effectiveness of your Facebook ads, allowing you to adjust campaigns for better return on investment. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4024_10vnz5t.png)** __Google Ads Report __ __Description:__ This widget provides data on the performance of your Google Ads campaigns, such as impressions, clicks, CPC, and CTR. __Usage:__ It allows you to monitor and optimize your Google ad campaigns to maximize their effectiveness. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4032_1pjig1c.png)__Sales Effectiveness __ __Description:__ This widget measures the effectiveness of your sales team by analyzing metrics such as the number of leads converted, average conversion time, and revenue generated per representative. __Usage:__ It identifies areas for improvement in the sales process and helps implement strategies to boost overall performance.** ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4041_1qorhsp.png)** 4. __Dashboard Customization__ __Add a New Dashboard__: * Navigate to the Dashboards Menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4053_186d22t.png)** * Click on "Add Dashboard. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4062_wrz0dz.png)** * Assign a clear and descriptive title. * Configure the permissions according to your preferences (private or shared with the team). ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4065_1ryg7yt.png)** * Click on "Confirm." ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4074_1ukb8m7.png)** * Add relevant widgets to your new Dashboard. __Edit an Existing Dashboard:__ * Access the Dashboard you want to edit. * Use the "Edit" option to adjust the widgets, their layout, and their settings. __Customize the Widgets:__ * Add or remove widgets according to your needs. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4082_dnmhsa.png)** * Reorganize the widgets by drag-and-drop to prioritize important information. * Adjust each widget's individual settings to display the most relevant data. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4093_jw5svt.png)** 5. __Dashboard Permissions Management__ __Configure Permissions:__ When creating or editing a Dashboard, set the permissions to control who can view or modify it. Options include setting the Dashboard as private or sharing it with specific team members. 6. __Creating Dashboard Templates__ __Why Use Templates? __ Dashboard templates allow you to easily replicate dashboards across different sub-accounts, ensuring consistency and saving time. __How to Create a Template ?__ * Switch to "Agency View" mode in Tchoum Growth. ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-20-at-4110_193ixp1.png)** * Navigate to the "Template Library.". * Click on "Create a Template." * Select the source sub-account containing the Dashboard to replicate. * Choose "Dashboards" as the product type. * Select the specific Dashboard to use as a template. ** ** **