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Dashboard Tab

3 articles

The Differences Between Closed, Open, and Lost

Under the Opportunities section on your dashboard, you will see 3 numbers listed. Closed: opportunities that have been marked as “Booked”Open: opportunities that are currently running through the system - they have not booked and they have not been put on DNDLost: opportunities that have manually be...

Understanding Your Pipeline Value

Under the Pipeline Value section on your dashboard, you will see numbers listed. When initially onboarding, you gave the Hitched team an average venue rental cost for a wedding. Each inquiry has that specific dollar amount associated with them - as that is the value associated with each potential we...

Understanding Funnel Stats vs. Stages Distribution

What is the difference between the Funnel Stats and the Stages Distribution Pie Chart in the Hitched Dashboard? Funnel Stats: The way we build our pipeline is like a sales stage. E.g. If we have a pipeline for stages like Elementary school, High school, University. If the person is in the University ...