Understanding the Dashboard
Where to find it
Sidebar > Dashboard
Understanding the Dashboard
The Leadflip dashboard is your home base. It gives you an overview of activity and quick access to all modules.
Dashboard Layout
When you log in, you land on the Dashboard. The main area shows:
- Stat cards – Key metrics at a glance (e.g., leads this week, forms, active distributions).
- Quick actions – Shortcuts to common tasks like creating a form or adding a lead.
- Recent activity – Optional feed of recent changes (depending on your plan).
Stat Cards
Stat cards display high-level numbers for your account. Typical metrics include:
- Total leads – Count of leads in the selected Entity.
- Leads this week – New leads in the last 7 days.
- Active forms – Number of published forms.
- Distribution leads – Leads sent to partners this month.
Stats update based on the currently selected Entity in the sidebar. Switch Entities to see metrics for different data models.
Sidebar Navigation
The sidebar is always visible (or accessible via a menu on mobile). It contains:
| Item | Description |
|---|---|
| Dashboard | Overview and stat cards |
| Forms | Form Builder – create and manage lead capture forms |
| CRM | Kanban board – manage leads in pipelines |
| Distribution | Route leads to partners |
| Entities | Define and manage your data models |
| Account Settings | Billing, members, API keys, and more |
Entity Selector
At the top of the sidebar, the Entity selector lets you switch between your data models. All modules (Forms, CRM, Distribution) operate on the selected Entity. Choose the right one before creating forms or viewing the CRM.
Quick Actions
Quick actions appear on the dashboard and sometimes in the header. Common options:
- New form – Start a new form in the Form Builder.
- Add lead – Manually add a lead to the CRM.
- New Entity – Create a new data model (see Your First Entity).
Use these to skip multiple clicks when you know what you want to do.
Responsive Behavior
On smaller screens, the sidebar collapses into a hamburger menu. Tap the menu icon to open the sidebar, then tap outside or navigate to close it. All features remain available; only the layout adapts.
Next Steps
Familiar with the layout? Create your first Entity to define your lead structure, then build a form or open the CRM to start managing leads.