What you will find on the Dashboard:
The Dashboard is the very first page you are directed to when you log in! You can navigate to things like settings, the vault, and much more before starting to map out your funnels.
The very first tab on the left side bar of the Dashboard is Funnels. This is where we keep all your projects, which is where your funnels live. Each project can have multiple funnels. Think of projects like your business - your one business can have multiple funnels.
For Starter Users: We have already set up a project for you called My Site - and you can create 3 funnels within that project!
For Pro Users: Depending on the plan you chose, you will be able to create between 1 - 20 additional projects! Think of these as 1 project = 1 website to track (with unlimited funnels within each project).
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:
Inviting Clients to edit/view your project
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 are used to show your different traffic sources - they're split up into Pages, Traffic, and Offline, with a ton of different options in each to suit your funnel needs.
For Pro Users: you're also able to upload Custom Icons. To learn more about custom icons, how to use and create them, check out the following article on Custom Icons
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
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 have any questions or need further clarification with anything relating to the dashboard itself, remember to reach out to our support team anytime by emailing us at firstname.lastname@example.org!