Dashboard Overview

The Sales Dashboard is a single-page Vue application that loads on a private WordPress page. It provides several views accessible via the sidebar navigation, with availability based on the user’s role.

Leads Dashboard (Home)

The main landing page displays four categorized lead panels:

• Hot Leads — leads with a score of 50+ and activity within the last 14 days. Your most engaged prospects.
• New Leads — users who registered within the last 7 days. Helps reps identify and reach out to fresh prospects quickly.
• Active Leads — leads with any activity (downloads or page views) within the last 7 days.
• Returning Leads — users who have returned to the site after a previous visit, indicating renewed interest.

Each panel shows lead cards with name, email, company, score badge, tier label, and a score trend indicator (increasing, decreasing, or stable). Sales Reps see only leads within their assigned territory.

User List

A paginated, searchable list of all ToolDocs registered users. Search by name, email, or company. Sort by registration date, last activity, or lead score. Click any user to open their detail page. Sales Reps see only users within their assigned territory.

User Detail

A detailed view of a single lead, including:

• Contact information (name, email, company, phone, address)
• Registration date
• Lead score with full breakdown showing how each component contributes to the total
• Score trend indicator
• Activity timeline showing downloads and page views chronologically
• Notification toggle — reps can enable/disable download notifications for individual leads
• Export button — generates an Excel file with user info, downloads, and page views

Lead Search

Advanced search with multiple filter criteria: score range, registration date range, last activity timeframe, location filters, and text search. Search results can be saved as named segments for quick access later. Segments store the filter criteria, not the results — so re-opening a segment always shows current data.

Hidden Users

Available to: Sales Manager, Administrator

Manage users hidden from the main dashboard views (test accounts, internal users, competitors). Hidden users are excluded from all lead panels and search results. Unhide users from this page to restore them.

Territories (Location Assignments)

Available to: Sales Manager, Administrator

Manage territory assignments that control which sales reps see which leads. Two assignment types:

• Zip Code Prefix — assign a prefix (e.g., “902” for the 902xx area) to a sales rep. Any lead whose zip code starts with that prefix appears in that rep’s territory.
• State / Country — assign a state and country combination (e.g., California, US) to a rep.

Supports individual assignments, bulk CSV import with validation preview, and viewing assignments by rep.

Sales Rep Analytics

Available to: Sales Manager, Administrator

Performance metrics for the sales team: rep list with summary statistics, individual activity logs (dashboard access history), and overall dashboard summary metrics.

Settings

Available to: Sales Manager, Administrator

Central configuration with sections for email template editing, lead scoring weights, score tier thresholds, dark mode, data retention periods, global notification toggle, and cron job status.

Excel Export

Available from the User Detail page. Generates a downloadable .xlsx file with three worksheets:

• User Info — contact details, registration date, total downloads, total page views.
• Downloads — every document download with file name, date, download location, and gated status.
• Page Views — every page view with URL and timestamp.

Export files are stored temporarily and automatically cleaned up after 1 hour.

Data Sources

Sales Dashboard reads lead and activity data directly from ToolDocs core tables (user registrations, downloads, page views, and sessions when Advanced Analytics is active). It does not create copies of this data. Lead scores, territory assignments, notification preferences, and logs are stored in Sales Dashboard’s own tables.

Advanced Analytics Integration

When the Advanced Analytics addon is also active, Sales Dashboard gains:

• Return visit detection — the “Inactive Return” notification rule type becomes functional, using session conversion events to detect when a previously inactive lead returns.
• Session data — used to accurately determine return visit timing and avoid false positives.

If Advanced Analytics is not installed, all other features work normally. The “Inactive Return” rule type simply never triggers.