#1 Client Dashboard: Overview & Getting Started
This article provides a high-level overview of your DBM Client Dashboard, what it shows, why it matters, and how to start using it effectively.
For a full walkthrough, watch the video below:
What This Dashboard Is (and Why It Matters)
Your DBM Client Dashboard is designed to give you a clear, near real-time view of your marketing and sales performance. All in one place.
Historically, we’ve had access to this level of data internally, but it hasn’t always been presented in a way that’s easy to understand.
This dashboard changes that.
Instead of looking at disconnected metrics across multiple platforms, you can now see:
- How many leads were generated in a time period
- How many converted into actual revenue
- And so much more
What Data Is Included
Your dashboard pulls data from multiple systems and brings it into one unified view:
- Sales Jumpstart CRM (your sales pipeline + revenue data)
- Google Ads
- Meta (Facebook/Instagram) Ads
- Local Service Ads (LSA)
- Google Analytics
- Google Search Console
This integration allows us to connect your marketing efforts directly to sales outcomes.
Important: Data Accuracy Starts With You
The dashboard is only as powerful as the data going into it.
Because we are not inside your day-to-day sales process, we rely on your team to:
- Update opportunities in your pipeline
- Move leads into the correct stages (Booked, Estimate, Project Sold, etc.)
- Add job values where applicable
What this means:
- ✅ Consistent usage → clear, accurate, actionable insights
- ❌ Inconsistent usage → limited visibility and less effective strategy
If you’re not confident in your CRM usage yet — that’s okay. Your Account Manager and our Sales Jumpstart specialist are here to help you get dialed in.
How to Use the Dashboard
This is not just a report you review once a month.
Your dashboard is:
- Live (automatically refreshed every ~6 hours)
- Accessible anytime
- Designed to support ongoing decision-making
We recommend:
- Bookmarking your dashboard
- Reviewing it regularly
- Using it as a reference point for your growth
We will also use this dashboard in your:
- Monthly reporting calls
- Quarterly strategy sessions
So we can have more productive, data-driven conversations together.
What You’ll See Inside the Dashboard
Your dashboard is broken into several key sections:
1. Executive Summary & Navigation
A high-level view of:
- Leads
- Sales
- Cost per lead
- ROI
- Overall marketing performance
👉 Best for quickly understanding how your business is performing.
2. Opportunities Overview
Tracks how leads move through your pipeline:
- New opportunities
- Booked appointments
- Pipeline value
👉 Helps identify bottlenecks and sales opportunities.
3. Won Report
Shows:
- Close rate
- Revenue generated
- Sales timelines
👉 Helps you understand how effectively leads are converting into revenue.
4. Inbound Calls & Survey Submissions
Breaks down:
- Call volume
- Answered vs missed calls
- Form submissions
👉 Helps identify missed opportunities and lead behavior.
5. Paid Ad Campaign Performance
Includes:
- Google Ads
- Local Service Ads
- Meta Ads
Tracks:
- Spend
- Conversions
- Cost per lead
👉 Connects ad performance directly to results.
6. Website Data (SEO & Traffic)
Includes:
- Google Analytics
- Google Search Console
Tracks:
- Website traffic
- Search performance
- User behavior
👉 Helps measure long-term growth and visibility.
Your Next Steps: Dive Deeper
Each section of the dashboard has its own dedicated guide and walkthrough.
➡️ Use the links below to explore each area in more detail:
- Executive Summary
- Opportunities Overview
- Inbound Calls & Survey Submissions
- Won Report Overview
- Paid Ad Campaigns Overview
- Website Data Overview
What You Should Do Next
To get the most out of your dashboard:
- ✔️ Ensure your Sales Jumpstart CRM is being consistently updated
- ✔️ Bookmark your dashboard for easy access
- ✔️ Reach out for support if anything feels unclear
- ✔️ Start reviewing your data regularly
We’re Here to Help
If you have questions or need help improving your data accuracy or understanding your dashboard:
👉 Reach out to your Account Manager anytime.
Our goal is to help you turn this data into clear decisions and real growth.