MEGAVISION Dashboard Custom Features & More
In SaaS platforms, a dashboard shows you critical data concisely and visually.
The same applies to the MEGAVISION dashboard. It’s a solid tool that marketing agencies and business owners like you can use to get a quick view of your efforts. You can see how your projects and campaigns are doing in one place.
Let’s look deeper into what the MEGAVISION dashboard offers, what you can do with it, and how to use it.
The MEGAVISON dashboard is the first thing you’ll see when you open your account – whether in the agency or sub-account view.
Besides containing all the different tools of the software on the sidebar, it also provides you with a live overview of your business and revenue status.
It shows info like your current conversion rate, your pending tasks, and what stages your leads are currently at.
While the standard dashboard is neat and functional, you might want to add some personal touch. You may wish for a more modern display or a design matching your brand.
MEGAVISON lets you do this in two different ways.
You can personalize it through coding or the new customization feature available inside MEGAVSION. This newly introduced option is more than just a marketer’s toolkit; it’s a great way to make your workspace truly yours.
These are some of the core widgets available inside your dashboard:
The Opportunities section shows you a summary of the current standing of your leads. Are they closed and won? Still open? Or are they lost? It’s a clear and straightforward way to monitor your potential sales.
Pipeline Value tells you the dollar value of all your opportunities. This section helps you see how much money you could make and what you might lose. It’s a straightforward way to check the success of your sales pipeline.
This part exhibits how many of your leads are turning into wins. This rate is crucial because it helps you understand your effectiveness in closing deals.
This widget helps you find out where you’re losing potential clients. For instance, is it during appointment booking or contract signing? Understanding this can help you act smarter and improve your conversion rates.
If the funnels section shows where leads drop off, stage distribution is about where your leads currently are.
This part of the dashboard displays a pie chart. It shows how many leads are active in each stage of your pipeline.
The MEGAVISION dashboard also includes a Lead Source report. This feature tracks the origin of your leads. Did they find you through your email campaigns, online ads, or a form on your website?
This report breaks down each lead source, providing insights into the number of leads, their overall value, and their current status – whether they’re still open, successfully closed, or lost.
The last widgets are the Manual Actions and Tasks. They help you stay on top of your unfinished tasks, primarily messaging or calling your leads or customers.
At first, CSS code was the only way to customize the MEGAVISION dashboard. This option is great because it lets you change the style and color.
But it comes with some downsides. First, you must know how to code or hire someone who does. Second, if MEGAVISION updates, your custom code might break.
Customizing with CSS is only allowed on the Agency level. Any changes you make will show up in all your sub-accounts. Here’s how you can add CSS code:
If you’re not familiar with coding or don’t want to spend too much time on it, you have other options:
You can hire someone from Fiverr or other marketplaces to customize your account.
Visual CSS editor is a Chrome extension that offers a more beginner-friendly way to customize your dashboard. This extension uses a live editor so you can see what your dashboard would look like with your customization efforts.
Then, you can formally apply all the changes by exporting the code. This free tool is an excellent option for a no-cost customization solution.
MEGAVISION has introduced a new feature for easier customization. It allows you to drag, move, and resize widget displays.
You can create multiple dashboards and add, edit, or delete widgets according to your needs. For example, you can opt for an appointment overview instead of the default pipeline stages.
Additionally, you can add conditions and filters for more tailored insights.
A notable addition is choosing your preferred chart type. You can choose from a horizontal bar, pie chart, graph, etc. designs.
However, this customization feature is exclusive to the Managed Plan.
This step is super easy. Here’s how you can do it:
First, choose the dashboard you want to edit.
Click on the pencil icon to edit.
Rename Your Dashboard
Rename Your Dashboard
Click “Add Widgets” to insert metrics or reports you want to monitor.
After you’ve made all your changes, don’t forget to click “Save Changes.”
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