The Dashboard is the first screen that opens after logging into ConversionControl. So let’s see how to read the Dashboard data.

Visible only to the administrator account, therefore not available for agents account. Reachable later also from the menu, clicking on Home item.

The main information found on this screen are related to: Contacts, Tasks, Customers, Revenue.


General Information


To understand how to read the Dashboard data correctly, it is essential to know all the functions found within this screen. So first let’s see the general information:

  • License Info: on the left is the indication about the type of license currently in use and its expiration, on the right (in green) the number of contacts still available in your account;
  • Notifications (yellow box): the warnings in this banner are related to integrations with other platforms (at the moment the supported platforms are ClickFunnels and Facebook).
    • ClickFunnels – ConversionControl funnel linking: this warning communicates that no funnel has not been configured yet. Clicking the “Not done yet – configure at least one Funnel” button, you go to the configuration screen, through which you can integrate il ClickFunnels account with ConversionControl. This integration will allow the data acquired through its funnels to enter in ConversionControl.
    • Facebook Linking: clicking the “Link your Facebook account” button you can connect your Facebook account. This will allow ConversionControl to read Facebook campaign data.
      Note: check on a regular basis the expiration of this link (recommended once a month);
  • Overall Insights: allows you to select the period for which you want to analyze the data. You can choose to analyze Cumulative Data or select specific months.
    The “Include also internal backend product sales” function allows you to include also the backend deals in the report.

Main KPIs


This section indicates the number of contacts in your account. The data changes according to the period selected in Overall Insights function, so to read the Dashboard data correctly, it is essential to consider this function.

  • CPL: or the Cost Per Lead, this data indicates the cost of each individual contact;
  • Average time to first purchase: the average time in which the first purchase is made, indicated in days.

This data change according to the period of analysis selected in the Overall Insights function:

  • if a specific month as been selected: the data indicated corresponds to the number of Tasks created in the selected period;
  • if the Cumulative Data has been selcted: the data corresponds to the total number of Tasks in the account.

The first available data is the total number of customers in the selected period. Il primo dato disponibile è il numero totale di clienti nel periodo di analisi selezionato, of which it is indicated:

  • New: how many new customers are there, those who have made their first purchase
  • Returning: how many returning customers are there, those who have concluded a new purchase compared to the previous period
  • Sales Number: the total number of sales concluded in the selected analysis period. Of which it is indicated how many are first sales (New) and how many are returning sales (Returning), sales concluded on customers who had already made a first purchase previously;
  • CPA: or Cost Per Acquisition, this data indicates the unite cost incurred to obtain a sale.

The amount indicate corresponds to the revenues obtained in the chosen analysis period. Compared to this amount there are three data:

  • Total Spent: the amount invested
  • Direct revenue: revenues obtained from direct sales (or frontend sales)
  • Backend revenue: revenues obtained from backend sales

Charts of the main KPIs

Contacts: through this chart you can check the trend of contacts’ number acquired and see the number of contacts generated each day (or month, depending on the period selected by Overall Insights).


Tasks: in this chart you can see the trend of the generated Tasks and how many have been generated every day or month (it depends on the analysis period previously selected).


Customers: this chart shows the trend respect to the number of customers in the selected time period, and the number of customers for each day (or month, if you have previously chosen to analyze the Cumulative Data).


Revenue: through this chart it is possible to quickly monitor the trend of revenues in the selected period of time, with the possibility to analyze the daily revenues (or months, if Cumulative Data is selected).


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