Adopt Dashboard

The Zengain dashboard provides a convenient overview of your account. Each widget can be clicked to reveal further dashboards for each module.

The adopt dashboard displays your early customers in onboarding state, financial and engagement highlights, and a drill-down list with at-a-glance data on each customer.

Click to enlarge

The current dashboard has the following main sections:

1. The financial and engagement section: This shows four statistics:

   1. The revenue aggregate number for all new customers

   2. New to onboarding in the last 7 days (focus feature)

   3. Total no. customers in "disengaged" state

   4. Total no. customers in "engaged" state

2. Filters section: This allows you to filter your customers by:

   1. All

   2. New

   3. At Risk

   4. Engagement Decreased

   5. Engagement Increased

3. Customers section: This shows a prospect list in a trial state, with navigation filters:

   1. Customer

   2. Offering

   3. Users

   4. Adoption Started

   5. Engagement Level

   6. ARR

4. Customer: sortable navigation element so that you can sort by name

5. Offering: sortable navigation element, so that you can sort by offering name

6. Users: sortable navigation element so that you can sort by user/contact volume

7. Adoption Started: sortable navigation element so you can sort by end date/time left in onboarding

8. Engagement Level: sortable navigation element so you can sort by customer engagement

9. ARR: sortable navigation element so you can sort by customer value yearly (ARR), which is manually edited by the rep

10. Live icon: indicator of recent activity, within the hour or eight hours

11. Customer display: allows you to show volumes of customers at a time

The dashboard is being constantly improved, with new options added over time. We apologize if this page is delayed in shipping the new versions!