The Workspace Overview feature in Funnelytics provides a comprehensive dashboard that lets you monitor all your accounts, clients, and KPIs in a single view. Here's how to make the most of this powerful feature:
Step 1: Access the Workspace Overview
Navigate to the Workspace Overview section in your Funnelytics dashboard to see a complete snapshot of your analytics.
Step 2: Review Your Complete Analytics at a Glance
The Workspace Overview shows you:
All your workspaces and client accounts
Target status indicators (on track, off pace, or critical)
Standard metrics like people, forms, and purchases
Step 3: Adjust Date Ranges and Compare Periods
Customize your view to get the insights you need:
Change the date range using the date selector
Add comparisons to previous periods to see performance trends
See whether metrics are improving or declining compared to previous timeframes
Step 4: Set Up Automated Notifications
Stay informed without having to log in constantly:
Configure notification settings for your overview
Choose your preferred frequency:
Daily updates
Weekly summaries
Monthly reports
Receive automated emails showing your current performance, target status, and period-over-period comparisons
The Workspace Overview is designed to give you a clear, at-a-glance understanding of your performance across all accounts. With automated notifications, you can stay on top of your metrics and quickly identify areas that need attention without having to constantly check the dashboard.
If you have any questions or need further clarification, remember to reach
out to our support team anytime via the chat widget or by emailing us at [email protected]