The Dashboard Overview is the first tool on the left-hand menu in Ox Gold. It provides a real-time snapshot of your business activity, helping you stay on top of your leads, appointments, sales, emails, outbound calls, and outbound inbox history at a glance.
Where to Find the Dashboard Overview
• Click on Dashboard in the left-hand menu.
• View key business metrics and recent activity in one place.
What’s Included in the Dashboard Overview?
✔ Leads Overview – See new and active leads in your pipeline.
✔ Appointments – Track upcoming and completed bookings.
✔ Sales Summary – View revenue and transaction data.
✔ Email Activity – Monitor sent, received, and pending emails.
✔ Outbound Call History – Review recent calls and follow-ups.
✔ Outbound Inbox History – Check messages sent through the system.
Why Use the Dashboard Overview?
• Provides a real-time business snapshot for quick decision-making.
• Helps track sales, client communication, and appointments in one place.
• Ensures you stay organized and proactive with follow-ups.
The Dashboard Overview is your go-to hub for monitoring daily business activity without switching between different tools.
Next Steps
✅ Click on Dashboard in the left-hand menu.
✅ Review your latest leads, sales, and communications.
✅ Use the insights to plan your next actions.
By regularly checking the Dashboard Overview, you’ll have a clear picture of your business activity and can act on important updates efficiently.