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

Navigating to Follow-Up Dashboard

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.

Learn more: How to Add a Follow-Up?

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.

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.

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