The SalesLoft Home Dashboard

The SalesLoft Home Dashboard, aka your SalesLoft home page, is your primary port in the SalesLoft platform. You’ll be directed to the dashboard each time you log into SalesLoft. From the dashboard, you can quickly view completed and to-be-completed activities, and launch into any tasks you need to take.

To ensure you get the most out of the dashboard, this article will walk you through the dashboard’s layout and features, including:

• Customize Your Home Dashboard Layout
• Panel Configuration
• Actions Forecasting Panel
• Cadence To Do List Panel
• Live Call Studio Panel
• Live Feed Panel
• Reminders Panel
• Revert to Default Layout

Customize Your Home Dashboard Layout

You can customize your view of the dashboard to best suit your role's needs. Customizing your layout means you get to choose the panels and page layout that best support your role.

In order to customize the layout, you must have the Home Dashboard Permission enabled.

Things to Note: The Home Dashboard Permission is enabled by default for Admin and User roles. If you would like to remove this permission, as a team admin, you must create a custom role and disable the permission. 

After you customize your Home Dashboard layout, that layout will be present each time you navigate to the home page from any device.

To customize your Home Dashboard layout, follow these steps:

1. From the Home Dashboard, click Customize Layout in the upper right corner of the page. A dropdown menu will appear.
2. Select Edit Layout from the dropdown menu. The page will refresh to the Edit view.
3. Use Panel Configuration to select the panels you want displayed on your home page.
4. Hover over any panel. Click and drag the panel to where you want it to be. Repeat for each panel until everything is where you want it to be.
5. Change the size of the panel by clicking the bottom right corner of the panel and dragging it to its desired size.
6. Click Save.

Panel Configuration

You can choose which panels appear on the dashboard. 

If there is a panel that you never use, remove it. It's that simple.

Things to Note: the Live Call Studio and Actions Forecasting panels only appear for users that have permissions to access those features. 

To edit the Panel Configuration, follow these steps:

1. From the Home Dashboard, click Customize Layout in the upper right corner of the page. A dropdown menu will appear.
2. Select Edit Layout from the dropdown menu. The page will refresh to the Edit view.
3. Select the Panel Configuration button now located in the upper right corner. This will open the panel configuration dropdown menu.
4. All of the panels will be toggled on (appearing blue) by default. Click the toggle to remove a panel from the layout. When a toggle is off, it will appear grey. This panel will disappear from the page.
5. Once you have disabled the panels you don't want, click Save.

Actions Forecasting Panel

Actions Forecasting shows how many activities are on you upcoming calendar. 

Click the View button to navigate to the Actions Forecast page and see the report. 

Cadences To Do List Panel

Start executing your Cadence steps with the click of a button from your Cadences To Do List. When any person in SalesLoft is due on a step, that step will appear in your to-do list. This is the best way for you to know that you have tasks that need to be completed.

The first things you will see in your to-do list are your Cadence Actions Due. The Cadence Actions Due show you the total number of tasks that you are expected to complete today. The actions due are broken down in the following sets of numbers:

• All: The total number of steps scheduled for today.
• Emails: The number of Cadence email sends for today. 
• Calls: The number of calls that are scheduled to be completed today. 
• Other: The number of other steps to be run today.

To use the Cadences To Do list, find the step activity you would like to begin and click Run Step. The Cadence side panel will appear, you will be taken to the Person Profile page of the first person in the Cadence list, and you can run your step from there.

Below the list of Run Steps for each Cadence in the to-do list you will see the Add button. If you have designated a Daily People Target while creating the Cadence, you will see a reminder to add People to the Cadence each day. Otherwise, you can add more people to the Cadence from the dashboard at any time by hitting Add.

Live Call Studio Panel

Live Call Studio allows you to listen, whisper, and join calls that are being made through the SalesLoft Dialer.

In order to use and access Live Call Studio, you must have Live Call Studio enabled. Once that is done, you can access Live Call Studio from the panel on your Home Dashboard.

Click the Launch button in the Live Call Studio panel. The Live Call Studio dashboard will open in another window.

Live Feed Panel

SalesLoft provides the best email tracking technology to deliver real-time alerts when your prospects interact with your emails, including viewing the email, clicking a link, or replying. All of this valuable information is visible from your Live Feed. 

The Live Feed is visible on your dashboard, and you can also view it while on any other page by clicking on the Live Feed icon at the top of the page.

From the Live Feed, click a Person's name to access their Person Profile page, or click the email link for a granular view of the interaction with the email, including the reply text.

You can see the entire history of your Live Feed by clicking View All Events at the bottom of your feed in the dashboard or dropdown menu. You will be taken to a dedicated Live Feed page. Here, you can look at the history of interactions with your emails and filter the data by notification type.

Reminders Panel

Your reminders act like virtual Post-t Notes that you can see on your dashboard or on a Person Profile page.

From the dashboard, you can see a list of reminders to keep you on top of your activities. Segment the reminders to see which are due today, over the week, over the next month, or hit Show All to see a list of all the reminders you’ve created.

Revert to Default Layout

If a customized layout is no longer relevant or you want to refresh and start from the beginning, you can revert back to the system default layout from the home page.

To revert back to the default layout, follow these steps: 

1. From the Home Dashboard, click Customize Layout in the upper right corner of the page. A dropdown menu will appear.
2. Select Revert to Default.
3. A prompt will appear to make sure you want to switch to the default. Click Revert to Default.
4. The layout with return to the standard view.