Dashboard
Understand the Dashboard
This guide explains how to understand the Dashboard and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Dashboard.
- You know the client or location you want to review.
- You have access to the date range and the module behind each dashboard number.
Steps
Choose the right scope
Open Dashboard and select the client or location you want to review.
Confirm what the page is showing
Check the date range and the module behind each dashboard number. Make sure the scope and date match the question you are trying to answer.
Understand the Dashboard
Read the agency pulse, then move from headline signals to the work that needs attention.
Open the supporting detail
Open the underlying module before deciding what needs attention.
Record the next action
You can name the client, location, or task that needs attention next. Save or assign the next step instead of treating the summary as proof that work is complete.
EXPECTED RESULT
What you should see when you finish
- You can name the client, location, or task that needs attention next.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. A dashboard summary can point to a problem, but the underlying record is the source to use before taking action.
The result does not match the source
Return to Dashboard, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Understand the Dashboard FAQ
What does “Understand the Dashboard” help me do?
Read the agency pulse, then move from headline signals to the work that needs attention.
How do I know this task is complete?
You can name the client, location, or task that needs attention next.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. A dashboard summary can point to a problem, but the underlying record is the source to use before taking action.