Table of Contents
Support Guide
Dashboard Settings Overview in Shape CRM
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Shape Software
Configuring your Dashboard
Control what you track on your system dashboard. You can use the Dashboard Settings page to dictate what you track in the pre-made graphs that appear when you first log into Shape Software.
- Go to Settings>Dashboard Settings
First navigate to “Settings” in the top navigation bar. Then click the “Custom Configuration” dropdown on the left-hand side to find the “Dashboard” settings page.
Dashboard Settings: https://secure.setshape.com/dashboard-settings
- Set goals for monthly revenue, contacts attempts, open/click rates, and more!
You have the ability to set goals for different statistics across the system that reflect on the dashboard! This will give you a quick snapshot of where you are currently vs where you wish to be, giving valuable business insights.
- Choose the 6 campaign sources that you would like to track on the dashboard
This graph reflects monthly (or weekly) numbers that show in a horizontal bar graph indicating how many records are from each source during the time frame selected.
- Choose the statuses that you would like to track on the dashboard for quick viewing
This graph reflects the monthly number of prospects or accounts sitting in each status.
- Set the order of statuses represented in your funnel graph
Click and drag the statuses to re-order them as desired.
Frequently Asked Questions
Dashboard Settings:https://secure.setshape.com/dashboard-settings
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