✨ Introduction:
The Webware Dashboard is your command center, giving you quick access to all your tools, business data, and customer activity. From tracking new leads and sales to managing your website and marketing campaigns, the dashboard provides a high-level overview along with shortcuts to important sections.
Whether you're a business owner or a team member, understanding how to navigate the dashboard will help you work faster and more efficiently.
🔔 What to Know Before You Start:
You’ll need Admin or TeamAdmin permissions to view all sections of the dashboard.
Some widgets and sections (like payments or newsletters) will only appear if those features are enabled on your account.
The dashboard displays real-time data, so you’ll always have the latest information at a glance.
🛠️ Step-by-Step: Understanding and Navigating the Dashboard
✅ Main Dashboard Overview
Log in to your Webware Dashboard.
After logging in, you’ll land directly on the Dashboard homepage, which is divided into key sections:
Section | What It Shows |
New Leads | A list of recent website form submissions and inquiries. Each lead links directly to their Contact Card. |
Hot List | A curated list of your most engaged leads and customers, based on website visits, form submissions, and interactions. |
Website Traffic | A snapshot of your website’s recent traffic, including visitors and page views. |
Recent Orders | A quick view of recent purchases if you have an online store. |
Pending Tasks | Any open tasks assigned to you or your team, helping you stay on top of follow-ups. |
Upcoming Appointments | A summary of upcoming meetings or calls booked through your website. |
Performance Metrics | Key business stats like total sales, new leads this month, and email campaign performance (if applicable). |
✅ Navigating to Other Tools
Use the side navigation menu on the left to access:
Website Builder – Manage your website pages, images, and content.
CRM – View and manage your customer database.
Conversations – Manage all emails and live chats in one inbox.
Store – Add products, view orders, and manage collections.
Payments – Create invoices and subscriptions.
Marketing – Manage email newsletters and social media posts.
Forms – Create and manage website forms.
Reputation Management – Manage online reviews.
Phone – Make and receive calls directly in Webware.
Tasks – Assign and manage tasks for you and your team.
✅ Customizing Your Dashboard
Some sections of the dashboard (like the Hot List and Tasks) can be customized to focus on the metrics that matter most to your business.
If your business doesn’t use certain features (like Payments or Reputation Management), those sections may not appear.
✅ Pro Tip:
Make checking your dashboard a daily habit so you can quickly spot new leads, customer activity, and urgent tasks.
🎯 Next Steps:
Once you’re comfortable navigating the dashboard, you can:
Set follow-up tasks directly from new leads.
Click into Contact Cards to review individual customer activity.
Use the dashboard data to guide marketing campaigns and sales outreach.