Editing Marketing Dashboard (section)

== FAQ ==

=== Who can access the Marketing Dashboard? ===

Any user on the Starter, Plus, Pro, or Enterprise plan whose account was created on or before July 23, 2025.

=== Can I customize which widgets I see? ===

Yes, use the gear icon at the top right to select/deselect widget visibility. You can also rearrange the widget layout using drag-and-drop functionality.

=== What is the "Create" button used for? ===

The "Create" button allows quick access to starting new campaigns, contacts, lists, and deals (if you have the Marketing and Sales CRM bundle).

=== Why does my dashboard include different widgets? ===

Some widgets, like "My Tasks" and "Pipelines," appear only if your account includes the Marketing and Sales CRM bundle or is integrated via [[Deep Data]] connections.

=== What does the "Interaction Rate" show me? ===

It reflects the average number of opens and clicks across your 10 most recent campaigns—useful for engagement trend analysis.

=== How do I hide widgets I don’t use? ===

Click the three-dot menu in a widget and select "Hide the widget," or use the gear icon checklist to manage all widget visibility.

=== Can I use the Marketing Dashboard as a reporting tool? ===

Yes, it offers top-level insights and links to deeper reports (such as the Contact Trend report). However, for fully customized data, consider using [[Custom Reports]].

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[[Category:Account, Billing, & Setup]]
[[Category:Get Started with Account Settings]]