For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/settings/dashboard-and-reports.md.
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      • Dashboard and reports

      The Default dashboard is the summary of your operation: funnel, sales, opportunities, traffic, pages, leads and automations on a single screen. It lives in Dashboards, in the main menu, as the first card in the list of dashboards — every account starts with it, and next to it is the New dashboard card so you can build more.

      Each part of the Default dashboard is a widget, as in any other dashboard: you can remove, reorder and resize them, and add your own metrics next to them.

      Before you start: you need the Relatórios (Reports) permission to open Dashboards. Each widget also follows the permission of the area its numbers come from — without it, the widget shows the no-access notice and the rest of the dashboard keeps working. See roles and permissions.

      How to open it

      1. In the main menu, click Dashboards.
      2. Click the Default dashboard card (the first one in the list).

      To switch dashboards without going back to the list, click its name at the top of the screen.

      Make it your own

      • Remove a widget: hover it, open the … menu and click Remove widget.
      • Reorder: in the same menu, Reorder cards; drag the corner handle to resize.
      • Put a part back or repeat it: click Add widget and open the Overview category. It has each part of the Default dashboard as a widget, to use on any dashboard.
      • Delete the Default dashboard: open the arrow next to New dashboard and click Delete dashboard. It is not recreated afterwards.

      For a board with only the metrics you choose, create a new dashboard — see how to create a ready-made dashboard in Dashboards.

      What lives here

      WidgetWhat it showsPermission
      Operation funnelA top-down view of your funnels. Its project and period filter applies to the other Overview widgetsVendas (Sales)
      Outlier ProgramYour level in the programVendas (Sales)
      Account resourcesContacts, products, funnels and automations in the accountRelatórios (Reports)
      Recent activityThe latest things that happened in the accountRelatórios (Reports)
      Top-selling productsProducts and their revenue ranking in the periodVendas (Sales)
      OpportunitiesSummary of your pipelinesOportunidades (Opportunities)
      TrafficVisitors and the channels that brought people to your pagesVisitantes (Visitors)
      Most visited pagesThe pages with the most visits in the periodRelatórios (Reports)
      LeadsContacts and the warmest listsRelatórios (Reports)
      AutomationsActive flows and the ones that ran the mostRelatórios (Reports)

      Metrics by area

      The Dashboard summarises; the deeper analysis lives in each feature's own area:

      You want to knowWhere to look
      How each funnel step convertsFunnel analytics, in Funnels
      What came in and from which productsSales
      How lists and campaigns performedMessaging
      Where contacts came fromContacts

      Automatic reports

      You can receive a periodic summary without opening the platform. The setting lives in the account preferences.

      If it didn't work

      • A number is missing: check your role in no permission.
      • The numbers look wrong: confirm which project and which period the filter has selected.