Home page navigation
The Home section in your Wonderly account is your central dashboard. It gives you a real-time snapshot of your business performance.
Last updated
Was this helpful?
⌘Ctrlk
The Home section in your Wonderly account is your central dashboard. It gives you a real-time snapshot of your business performance.
Welcome Message – Displays a personalized greeting with your name at the top left of the dashboard.
Three summary cards at the top of the dashboard track your activity for the current week:
Form Submissions – Tracks how many leads have come in through your client intake form this week. Displays:
Total number of form submissions received.
Number of those submissions that qualified as leads.
AI Conversations – Tracks how many calls and text messages your AI agent has handled this week.
Website – Tracks the number of visitors to your connected website this week.
Located on the left side of the dashboard, this section gives you a quick view of your upcoming scheduled meetings. Displays any appointments scheduled for the current week through your client intake form. If no appointments have been booked, a message will indicate that there is nothing scheduled for the week.
View client intake form – Opens your client intake form so you can review or edit it.
View calendar – Opens your full calendar to see all scheduled appointments.
Located in the right side of the dashboard, this section tracks your sales performance for the current month across four key metrics:
Total revenue – The total dollar value of all closed deals this month.
Deals closed – The number of deals that have been marked as won this month.
Active deals – The number of deals currently in progress in your pipeline.
New leads – The number of new leads added to your pipeline this month.
View deals – A shortcut link in the top right of this section that takes you directly to your Deals pipeline.
Last updated
Was this helpful?
Was this helpful?