Note: Projects have been renamed to Workspace. Functionality stays the same. 

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 your Account Settings, the Academy, and much more before starting to map out your funnels.

Funnels/Workspace:

The very first tab on the left side bar of the Dashboard is Funnels. This is where we keep all your Workspaces, which is where your funnels live. Each Workspace can have multiple funnels. Think of Workspaces like your business - your one business can have multiple funnels.

For Starter Users: We have already set up a Workspace for you called My Site - and you can create 3 funnels within that workspace!

For Pro Users: Depending on the plan you chose, you will be able to create between 1 - 20 additional workspaces! Think of these as 1 workspace = 1 website to track (with unlimited funnels within each workspace).

Inside workspaces are also other important settings that allow you to collaborate with others on the workspace and change the settings specific to that workspace.

To learn more about the capabilities of workspaces, check out the following articles:
Workspaces 101
Funnels 101
Inviting Clients to View/ Edit Your Workspace

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.

Icons:

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.

Providers:

A marketplace of funnel builders for you to choose from - we have providers from across tons of different industries, and all of them are certified Funnel Experts.

Academy:

A learning platform where we've created courses to help you learn more about marketing and Funnelytics. 


Account Settings:

This is where you can update your name, email, password, and manage subscriptions and 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 support@funnelytics.io!

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