Dashboard Navigation and Visual Guide

Knowledge Base: Signals Dashboard - Complete Navigation and Visual Guide

Overview

The Signals Dashboard is the central hub for managing and viewing your account data. It provides a comprehensive table view of all accounts with filtering capabilities, visual analytics, and quick action buttons. This interface enables users to track engagement, identify opportunities, and manage account relationships efficiently.

Page Layout and Structure

The left sidebar contains the main navigation menu with the following options:

• Dashboard (currently active, indicated by highlight)

• Live View

• Chat

• Engagement

• Reports

• Contacts

• Accounts

• Comm Agents

• I.A.N.

At the bottom of the sidebar:

• Support

• Notifications

• User profile section (displays profile picture, name, and role)

• Collapse/expand toggle for the sidebar

Top Navigation Bar

View Tabs (Located at the top-left of the main content area):

• Potential Accounts (554) - Shows prospects not yet converted

• Customers (20) - Displays existing customers

• All (932) - Shows all accounts regardless of status

• + Create View - Button to create custom filtered views

• Edit views - Pencil icon to modify existing views

Action Bar:

• Create Email Update - Button with envelope icon for bulk email updates

• Search - Search box with magnifying glass icon for filtering the account list

Main Data Table

Column Definitions:

1. COMPANY NAME (leftmost column)

• Visual: Company logo or icon

• Company name (clickable link)

• Account status badge (e.g., "New", "Prospect", "Open Opp", "Customer", "Completed")

• External link icon for CRM integration (when applicable)

• Checkbox for bulk selection

2. SITE VISITS

• Numeric value showing total number of visits to your website

• Icons indicating visit tracking status

3. LAST VISIT (with down arrow indicating sortable)

• Date of most recent visit (e.g., "Nov 28")

• Time of visit (e.g., "11:32 AM")

4. VISITORS

• Number of unique visitors from this account

5. SIGNALS SCORE

• Visual: Circular progress indicator (radial chart)

• Numeric score (0-100 scale)

• Color coding: Green for active/high engagement

• Sparkle icon indicating AI-powered score

6. SIGNALS SCORE - LAST 30 DAYS

• Visual: Line chart showing trend over time

• Color coding:

- Green: Positive or stable trend

- Red: Declining trend

• Provides visual at-a-glance engagement patterns

Visual Design Elements

Color Scheme:

• Primary background: Light gray/white

• Sidebar: Dark gray with white text

• Active navigation item: Highlighted with indicator

• Table rows: Alternating subtle backgrounds for readability

• Status badges: Contextual colors (gray for standard, colored for specific states)

Icons and Indicators:

• Checkboxes: Square checkboxes in each row for bulk actions

• Company logos: Square or circular company brand icons

• Status badges: Small text labels ("New", "Prospect", etc.)

• External link icon: Indicates CRM integration

• Sparkle/star icon: Indicates AI-powered features

• Circular progress charts: Visual representation of scores

• Trend line charts: Mini charts showing 30-day patterns

Pagination:

• Display information: "Showing 40 of 932" (appears above the table)

• Indicates current page results and total available records

Clicking on Company Names:

• Opens detailed account view

• Provides full account history, engagement data, and contact information

Using Checkboxes:

• Select individual accounts for bulk actions

• Master checkbox in header selects all visible accounts on current page

• Enables batch operations like email updates

Sorting:

• Columns with arrows (e.g., LAST VISIT) are sortable

• Click column header to sort ascending/descending

• Helps prioritize by recency, score, or activity

Searching:

• Use search box to filter accounts by company name

• Real-time filtering as you type

• Reduces list to matching results

View Management:

• Switch between predefined views (Potential Accounts, Customers, All)

• Create custom views with "+Create View" button

• Edit existing views with pencil icon

Key Data Definitions

Signals Score:

• AI-powered engagement metric (0-100 scale)

• Higher scores indicate greater interest and engagement

• Based on visit frequency, page views, time on site, and content consumed

• Updates in real-time as accounts interact with your website

Account Status Types:

• New: Recently identified account

• Prospect: Potential customer being evaluated

• Open Opp: Active sales opportunity

• Customer: Existing customer

• Completed: Closed opportunity (won or lost)

Frequently Asked Questions (FAQs)

Q: What does the Signals Score represent?

A: The Signals Score is an AI-powered metric (0-100) that indicates account engagement level. It's calculated based on visit frequency, pages viewed, time spent on site, and content consumed. Higher scores suggest stronger buying intent and engagement.

Q: How do I filter accounts to find high-priority leads?

A: You can filter accounts in several ways:

• Click on view tabs (Potential Accounts, Customers, All) for preset filters

• Use the Search box to find specific companies by name

• Click "+ Create View" to build custom filters based on Signals Score, last visit date, site visits, and other criteria

• Sort columns by clicking the column headers (e.g., sort by LAST VISIT to see most recent)

Q: What does the trend chart in the "Signals Score - Last 30 Days" column show?

A: This mini line chart displays engagement trends over the past 30 days. Green lines indicate positive or stable engagement, while red lines show declining activity. This helps you identify accounts that are heating up or cooling down.

Q: How do I perform bulk actions on multiple accounts?

A:

1. Check the boxes next to the accounts you want to select

2. Use the master checkbox in the table header to select all visible accounts on the current page

3. Click "Create Email Update" to send bulk communications to selected accounts

Q: What's the difference between Site Visits and Visitors?

A:

• Site Visits: Total number of times anyone from that account has visited your website

• Visitors: Number of unique individuals from that account who have visited (helps identify multi-stakeholder engagement)

Q: How often does the Dashboard data update?

A: Dashboard data updates in real-time as accounts interact with your website. Signals Scores and visit information refresh automatically to ensure you're always seeing current engagement data.

Q: What do the status badges (New, Prospect, Open Opp, etc.) mean?

A: Status badges indicate where an account is in your sales pipeline:

• New: Recently identified or added to your system

• Prospect: Being evaluated as a potential customer

• Open Opp: Active sales opportunity in progress

• Customer: Existing customer relationship

• Completed: Opportunity has been closed (either won or lost)

Q: Can I customize which columns appear in my Dashboard view?

A: Yes, you can create custom views with specific columns and filters using the "+ Create View" button. This allows you to tailor the Dashboard to your specific workflow needs.

Q: What does the sparkle icon next to the Signals Score indicate?

A: The sparkle icon indicates that the Signals Score is powered by AI and machine learning. The system analyzes engagement patterns to provide intelligent scoring that helps you prioritize your outreach.

Q: How do I navigate to a detailed account view?

A: Click on any company name in the COMPANY NAME column to open a detailed view with full account history, engagement data, contact information, and activity timeline.

Best Practices for Using the Dashboard

1. Prioritize by Signals Score: Sort accounts by Signals Score to identify hot leads showing strong buying signals.

2. Monitor Trend Lines: Pay attention to the 30-day trend charts - green upward trends indicate warming accounts that may benefit from timely outreach.

3. Track Recent Activity: Sort by Last Visit to identify accounts that have recently engaged with your website for timely follow-up.

4. Create Targeted Views: Use custom views to segment accounts by criteria relevant to your sales process (e.g., "High Score Prospects", "Recently Active Customers").

5. Use Bulk Actions Wisely: Select multiple accounts with similar characteristics to send targeted email updates and maintain consistent communication.

6. Identify Multi-Stakeholder Accounts: Look for accounts with multiple visitors - these often indicate broader organizational interest and may represent stronger opportunities.

7. Review Regularly: Check the Dashboard daily to stay on top of account engagement and respond quickly to buying signals.

Summary

The Signals Dashboard provides a comprehensive, visual interface for monitoring and managing account engagement. With AI-powered scoring, real-time updates, interactive filtering, and trend visualization, it empowers sales and marketing teams to identify opportunities, prioritize outreach, and track account relationships effectively.

This knowledge base has been optimized for both human readability and AI agent comprehension, with clear structure, detailed definitions, comprehensive FAQs, and practical guidance for navigating and utilizing the Dashboard interface.

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