# Board Dashboard

The **Board Dashboard** on Hablla is your intelligence hub to monitor and analyze the performance of your sales funnels, service processes, or projects. It consolidates the data from your board's cards into a series of metrics, charts, and reports, offering a clear view of what is working and where there are opportunities for improvement.

To access the Dashboard, navigate to the desired board and select the **"Dashboard"**.

***

### Dashboard Sections

The Dashboard is divided into several sections to provide a comprehensive view of your process:

#### 1. Board Overview

This section offers a quick snapshot of the current state of your board:

* **Number of Cards:**
  * **New:** Number of newly created cards.
  * **In progress:** Cards active in the funnel.
  * **Won:** Cards that have been successfully completed.
  * **Lost:** Cards that were not converted.
* **Values:**
  * **In progress:** Total financial value of active cards.
  * **Won:** Total financial value of won cards.
  * **Lost:** Total financial value of lost cards.

#### 2. Counts and Chart Analyses

This area presents charts that detail the origin and status of your cards, helping identify trends:

* **Card Count by Campaign and Status:** Analyze which campaigns are generating the most cards and the success/loss percentage for each.
* **Card Count by Source and Status:** Understand which acquisition channels are most effective at generating business for your funnel.

#### 3. New Opportunities per Day

Track the creation of new cards over time to identify activity peaks or periods of lower opportunity inflow.

#### 4. Detailed Reports

On the left sidebar of the Dashboard, you will find links to more in-depth reports:

**Summary by Users**

This report displays the individual performance of each team member who manages cards on the board. You can see:

* **User Name:** User's name.
* **New Cards:** Number of new cards assigned to the user.
* **In Attendance:** Number of cards the user is actively managing.
* **Total:** Total value of the cards under the user's responsibility.
* **Total Lost:** Total value of the cards lost by the user.
* **Total Won:** Total value of the cards won by the user.

{% hint style="info" %}
Use the "Summary by Users" report to monitor team productivity and identify the top performers.
{% endhint %}

**Won Cards by Reasons**

Analyze the reasons that led to the success of your deals. This view helps identify patterns and replicate winning strategies.

**Lost Cards by Reasons**

This is a crucial report to understand where the process may be failing. View the main reasons for loss, allowing you to take corrective actions and optimize your funnel.

{% hint style="warning" %}
The analysis of "Lost Cards by Reasons" is essential for the continuous improvement of your sales or service process. Identify bottlenecks and adjust your strategies.
{% endhint %}


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