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The Dashboard is your central command center in the HoopAI Platform. It provides a real-time visual summary of how your business is performing, surfacing critical metrics like opportunities, pipeline value, conversion rates, and team tasks at a glance. As you navigate the Dashboard, various tiles display essential information about customer movement through pipelines, Google Ads performance, Google My Business activity, and tasks assigned to team members.
Access to certain dashboard components may be restricted based on your user permissions.

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Dashboard management

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Dashboard switch

Toggle between available dashboards or add new ones using the dashboard switcher at the top of the page.
Dashboard switch

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Time frame

Change the date range for all widget data using the time frame selector. This applies to all widgets on the current dashboard.
Time frame selector

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Customize dashboard

Click the Edit icon to enter edit mode. You can add, remove, and rearrange widgets to build a dashboard tailored to your workflow.
Customize dashboard edit button

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Selecting a time zone

Click the three dots in the top-right corner to open the dashboard options menu, then select Manage Dashboard Time Zone.
Dashboard options menu
You can switch between your location’s time zone and your personal time zone. The selected time zone applies to all dashboards you view.

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Quick filters

Apply conditions to refine the data displayed across your widgets without permanently editing the dashboard layout. Quick Filters are saved per user, so each person’s preferences are independent.
Quick filters button

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Dashboard data tiles

The Dashboard surfaces your CRM performance through data tiles. Each tile provides specific insights to help you understand where your business stands.
A quick overview of your lead pipeline’s results. Shows the number of opportunities that were open, closed, or lost within the selected period.
Opportunity status
Visualizes total potential sales in your pipeline. Track and monitor the value of your pipeline over a date range, broken out by closed, open, and lost values.
Opportunity value
Compares won leads to total pipeline leads. Customize date ranges to analyze lead conversion rates over specific periods.
Outlines the journey of opportunities through your pipelines. Select a pipeline and date range to view the number of leads, total value, and percentage of leads at each stage.
Funnel tile
A pie chart showing the distribution of leads across different pipeline stages. Select a pipeline and date range to view detailed stage information.
Monitor your team’s pending manual actions, broken down by phone calls and SMS. Filter by campaign, workflow, or individual assignee.
View all tasks or filter by team member and status. Organize tasks by due date to stay on top of pending and completed work.
Tasks tile
You can also add widgets to your dashboard directly from key pages in the platform — such as the Call Report tab, Appointment Report tab, or the Opportunities section. Look for the grid icon on those pages to send widgets directly to a selected dashboard.
Last modified on March 4, 2026