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Home Dashboard: Your Marketing Command Center

Master the Marketing Titan dashboard with key metrics, customizable widgets, and quick actions. Get real-time insights into your marketing performance all in one place.

Beginner10 min read

The Home Dashboard is your command center in Marketing Titan. Get a real-time overview of your marketing performance, track key metrics, monitor active campaigns, and access quick actions - all from one centralized view.

Quick Navigation

Dashboard Overview Key Metrics Dashboard Widgets Quick Actions Customization Step-by-Step Guides Use Cases Troubleshooting

Estimated time: 10-12 minutes to read, instantly actionable

Dashboard Overview

The dashboard is organized into sections for easy navigation and quick insights:

Home Dashboard - Full view showing metrics cards, charts, and activity feed

Dashboard Layout

Top Section

Key performance metrics with comparison to previous period

Date Selector

Filter all metrics by date range (7d, 30d, 90d, custom)

Widget Grid

Customizable cards for campaigns, sequences, leads, and more

Activity Feed

Real-time notifications and recent activity timeline

Key Metrics

Track your most important marketing KPIs at a glance.

Primary Metrics Cards

Contacts Total subscribers +12% vs last period Emails Sent This period +8% vs last period Open Rate Average across campaigns -2% vs last period Revenue Attributed to marketing +23% vs last period

Metrics Explained

Metric Definition Good Benchmark
Total Contacts Active subscribers in your database Growing month-over-month
New Leads Leads created in selected period Consistent with acquisition efforts
Email Open Rate % of delivered emails opened 20-30%
Click-Through Rate % of opens that clicked a link 2-5%
Conversion Rate % of contacts who completed goal 1-3% for email campaigns
Attributed Revenue Sales from marketing touchpoints Positive ROI on spend

Dashboard Widgets

Widgets provide detailed insights into specific areas of your marketing.

Available Widgets

Recent Campaigns

Shows your last 5 email campaigns with open/click rates and status. Click any campaign to view detailed analytics.

Active Sequences

Lists active email sequences with enrolled count and completion rate. Quickly pause or edit from here.

Lead Pipeline

Visual funnel showing leads by stage. Hover for counts, click to view leads in that stage.

Upcoming Tasks

Calendar view of scheduled campaigns, sequences, and reminders. Never miss a deadline.

Channel Performance

Pie chart comparing email, SMS, social, and ads performance by conversions or revenue.

AI Agent Activity

Shows recent AI agent actions, tasks completed, and any items needing review.

Quick Actions

Jump directly to common tasks from the dashboard.

Create Campaign

Start a new email campaign

Add Contact

Add or import contacts

New Sequence

Create automated sequence

View Reports

Access full analytics

SMS Campaign

Create SMS marketing

Ask Ada

Get AI assistance

Customization

Personalize your dashboard to focus on what matters most.

How to Customize

  1. Click the Customize button in the top-right corner
  2. Drag widgets to rearrange their position
  3. Click the X on any widget to hide it
  4. Click + Add Widget to add new widgets
  5. Click Save Layout to keep your changes

Customization Options

Option Description
Widget Size Small (1 col), Medium (2 col), or Large (full width)
Date Range Default Set your preferred default time period
Refresh Rate Auto-refresh data every 1, 5, or 15 minutes
Theme Light or Dark mode for the dashboard

Step-by-Step Guides

How to: Change Date Range

  1. Click the Date Range selector in the top-right
  2. Choose a preset: Today, 7 Days, 30 Days, 90 Days, or Year
  3. Or select Custom Range to pick specific dates
  4. All widgets and metrics update automatically

How to: Export Dashboard Data

  1. Click the Export button (download icon) in the header
  2. Choose format: PDF for reports, CSV for raw data
  3. Select which widgets to include
  4. Click Generate Export
  5. Download will start automatically

How to: Set Up Metric Alerts

  1. Click on any metric card to open details
  2. Click the Set Alert button
  3. Define threshold: "When Open Rate drops below 15%"
  4. Choose notification method: Email, In-App, or Slack
  5. Save alert to receive notifications

Use Cases

Morning Marketing Review

  • Check overnight campaign performance
  • Review any failed deliveries or errors
  • See new leads that came in
  • Plan today's tasks from dashboard

Weekly Performance Report

  • Set date range to last 7 days
  • Compare metrics to previous week
  • Identify top-performing campaigns
  • Export PDF for stakeholders

Campaign Launch Day

  • Monitor real-time delivery status
  • Watch open rates as they come in
  • Check for any bounces or complaints
  • Celebrate wins with team!

Executive Dashboard

  • Customize to show only KPIs
  • Focus on revenue and ROI metrics
  • Set up monthly comparison view
  • Share screen in meetings

Troubleshooting

"Dashboard is loading slowly"
  1. Reduce the date range - longer periods load more data
  2. Remove unnecessary widgets to speed up loading
  3. Check your internet connection
  4. Clear browser cache and refresh
"Metrics don't match other reports"
  1. Verify date ranges match exactly
  2. Check timezone settings (dashboard uses account timezone)
  3. Some metrics refresh at different intervals
  4. Click refresh to get latest data
"Widget showing 'No Data'"
  1. Check if you have any data for that feature (e.g., campaigns)
  2. Verify date range includes relevant activity
  3. Some widgets require specific integrations
  4. Check permissions - you may not have access to that data
"Customizations not saving"
  1. Make sure to click Save Layout after customizing
  2. Check if you have edit permissions for dashboard
  3. Try disabling browser extensions that might interfere
  4. Clear localStorage and try again

Related Articles

Pro Tips

  • Set as browser homepage - Start every day with your marketing overview
  • Use keyboard shortcuts - Press ? to see available shortcuts
  • Create multiple layouts - One for daily ops, one for presentations
  • Set up alerts - Get notified when metrics change significantly
  • Check trends, not just numbers - The directional arrows are often more important than absolutes

Need more help? Contact support or check our Help Center for more guides.

Keep reading

More ways to get help

These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.

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Every guide here describes the live product.

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