Understanding how to navigate the dashboard is the first step to familiarizing yourself with Funnelytics.

The dashboard is the very first page you will see when logging into your account and is where you can navigate to many different settings in order to get set up for Creating your first PROJECT before you start mapping your funnels.

What you will find on the Dashboard:

The dashboard is where you can navigate to lots of different settings, including:

Projects:

Projects are where your funnels live. Each project can have multiple funnels. Think of projects like your business- Your one business can have multiple funnels.
Inside of projects are also other important settings that allow you to collaborate with others on the project and change the settings specific to that project.

To learn more about the capabilities of projects, check out the following articles:
Project Overview
Create/Edit/Delete Projects
Create/Edit/Delete Funnels
Inviting Clients to edit/view your project

Templates:

Funnels that you save as a template will show up in the Templates folder. This is where you can quickly modify and share templates. Templates are your pre-built funnels that can be quickly used various times. 

To learn more about templates and how to use them, check out the following articles:
Saving your funnel as a template

Icons:

Icons are used to show your different traffic sources - We have a bunch created for you already, but if we don't have the icon you need built in, you can upload your own custom icons.

To learn more about custom icons, how to use and create them, check out the following article on Custom Icons

The Vault:

This is our private collection of "Funnel Hacks" that we provide for you. They are templates that can be imported into your Funnelytics account and quickly put into action!

To learn more about accessing and using the Funnelytics Vault, check out our article on The Funnelytics Vault

Account Settings:
This is where you can update your name, email,  password settings, manage subscriptions and also method of payment on your account.

To learn more, check out our article on Account settings

If you are looking for...

  • A rundown of some of our most common questions about the dashboard, check out our Dashboard FAQ

If you have any questions or need further clarification with anything relating to the dashboard itself, remember to reach out to our support team anytime by clicking the support icon in the bottom-right corner of your dashboard, we are always ready to assist you!

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