All About Follow-Up Dashboard

All About Follow-Up Dashboard

Overview

The Follow-Up Dashboard in Meritto is a centralized hub that allows you to efficiently track, manage, and organize all follow-up actions. It ensures that no interaction with leads or tasks requiring attention is missed. The dashboard categorizes follow-ups based on their status, enabling you to stay on top of your commitments and prioritize effectively.

This article explores the functionalities of the Follow-Up Dashboard and guides you through its key features, navigation, and usage.

Follow-up falls under the User Dashboard where you also have an additional tab to check User Productivity Report. 

Core Functionalities

To access the Follow-Up Dashboard:

  1. Go to Dashboard:

    • Select Dashboard from the left-hand main navigation.

  2. Open User Dashboard:

    • Click on the User Dashboard.

  3. Access Follow-Up Task:

    • Click on the Follow-Up Task tab.

Adding a Follow-Up

Before data appears in the Follow-Up Dashboard, follow-up tasks must be added.


Understanding Follow-Up Categories

The Follow-Up Dashboard is categorized into five distinct sections to help you prioritize and manage your tasks effectively.

  • Today's Follow-Up
    • Overview: Displays follow-ups that you have worked on and updated today.
    • Purpose: Ensures you stay informed about tasks that require immediate action.
  • Upcoming Follow-Up
    • Overview: Lists follow-ups scheduled for future interactions.
    • Purpose: Allows you to easily identify and prioritize upcoming tasks.
    • Editing Options: You can modify and reschedule any upcoming follow-up based on changing circumstances.
  • Overdue Follow-Up
    • Overview: Displays follow-ups whose due dates have already passed.
    • Purpose: Helps you identify missed tasks and take corrective action.
  • Completed Follow-Up
    • Overview: Shows all completed and marked follow-ups.
    • Purpose: Provides a record of successfully addressed follow-up actions.
  • All Follow-Ups
    • Overview: Consolidates data from the above four categories.
    • Purpose: Provides a comprehensive view of all completed, upcoming, overdue, and modified follow-ups.

Using Filters in Follow-Up Dashboard

The Follow-Up Dashboard offers filtering options to narrow down data based on specific criteria.

How to Apply Filters:

  1. Click on the Funnel Icon:

    • Located at the top-right corner of the Follow-Up Dashboard.

  2. Set Filters:

    • Filter data based on:

      • Owner/Teams: View follow-ups by individual owners or teams.

      • Follow-Up Status: Filter by completed, overdue, or upcoming follow-ups.

      • Lead Stage: Filter follow-ups based on lead stage.

  3. Click Apply:

    • Apply the selected filters to view relevant data.


InfoPro Tip: Filtered data can be downloaded in CSV format for offline analysis and reporting.

Conclusion

The Follow-Up Dashboard in Meritto provides a structured, user-friendly interface for managing follow-up tasks effectively. By categorizing follow-ups into various sections, applying relevant filters, and offering data export options, it empowers you to stay on top of your tasks and maximize lead engagement. Leveraging this dashboard ensures that you can prioritize follow-up actions, avoid missed opportunities, and drive higher conversions.


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