Before you begin
Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Where to find it
Follow this path in your workspace
Dashboard → Quick Filters → Apply
Step by step
- 01
Open Dashboard and set the correct date range.
- 02
Check the lead, opportunity, appointment and revenue summaries.
- 03
Use filters to focus on the relevant pipeline, team member or campaign.
- 04
Compare the current period with the previous period before drawing conclusions.
- 05
Turn any unexpected number into a specific follow-up task for the owner.
TalkTuit tips
Small details that make this work better
- Review one consistent date range each week.
- Confirm tracking is connected before relying on attribution.
- Use dashboards for direction and records for detail.
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