Overview

The User Dashboard in Meritto serves as a central hub for managing and monitoring lead-related activities. It provides a comprehensive view of counselor productivity, lead and application status, and follow-up tasks, ensuring that you can efficiently engage with leads and streamline your workflow.

This article explores the key features of the User Dashboard, including performance tracking, lead segregation, engagement metrics, and follow-up management, to help you maximize your effectiveness.

Plan & Permissions

• Access to Meritto CRM with user dashboards enabled.

• Required Permissions:

• View User Dashboard – To access and analyze dashboard data.

• Download Reports – To export productivity reports in CSV format.

• Manage Follow-up Tasks – To update follow-up tasks and schedules.

 Note: If these permissions are unavailable, contact your Admin or Customer Success Manager to get the required access.

Core Functionalities

​Productivity Report

1. The Counselor Productivity Report provides a quick snapshot of a lead owner's performance across multiple parameters.
   

1. Key Features:
   
1. ​Date Filters: View productivity data for various date ranges.
   
2. ​Export Option: Download reports in CSV format for offline analysis.
   

➡️ Learn more: All About Counselor Productivity Report

Navigating to the User Dashboard

To access the User Dashboard:

1. Go to Dashboard Section:

• From the left-hand main navigation, select Dashboard.

2. Click on User Dashboard:

• This opens your central command center.

Understanding Key Dashboard Sections

The User Dashboard consists of various sections that offer a detailed overview of counselor activities and lead engagement.

1. Counselor-wise Lead and Application Count

• Overview: Displays a graphical representation of leads and applications assigned to each lead owner.

• Purpose: Helps you assess your workload and prioritize tasks effectively.

2. Allocation Snapshot

• Overview: Provides a snapshot of total leads and/or applications allocated to each lead owner.

• Purpose: Enables you to monitor the allocation of leads and identify pending tasks.

3. Lead Stage Segregation

• Overview: Visualizes the distribution of leads across different stages, including untouched leads.

• Purpose: Identifies leads that require attention and follow-up.

Untouched Leads: Leads that have not been moved to a higher stage, received a follow-up, or had any notes added.

4. Application Stage Segregation

• Overview: Displays the distribution of applications across different stages and untouched applications.

• Purpose: Helps you monitor application progress and take appropriate action.

Note: You can choose the relevant form from the top-right corner of this section.

5. Engagement Chart

• Overview: Tracks day-wise allocation and engagement actions, such as:

• Changing lead stage

• Adding follow-up tasks or notes

• Sending single SMS and emails

Additional Options:

• Date Range Filters: Allows filtering data by day, week, or month.

• Export Option: Download data for offline analysis from the right corner of the block.

6. Activity Feeds

• Overview: Displays all activities performed by the lead owner, including the data of all attempted calls and recordings of inbound and outbound calls

 Pro Tip: You can switch to Fullscreen Mode by hovering over any snapshot to enlarge the view.

7. Follow-up Calendar

• Overview: Allows you to set up and manage follow-up dates efficiently.

• Purpose: Ensures timely engagement with leads by tracking upcoming follow-ups.

Conclusion

The User Dashboard in Meritto is a powerful tool that enables you to monitor, manage, and engage with leads efficiently. With features like counselor-wise lead tracking, follow-up management, and performance analysis, the dashboard ensures that you can focus on guiding prospective students and optimizing your workflow.