What is shown on the Platform Dashboard? (Platform at a Glance, Active Accounts, Offer Engagement, Number of Investors, Total Raised)

Modified on Thu, Mar 10, 2022 at 1:45 PM

When you first log in to your platform, your Dashboard will provide you with quick statistics about your platform usage.


You will see: 


  • Active Accounts: The number of accounts that have logged in to your platform
    • Even though your CRM may have a higher count of users you are in contact with, they are only considered Active once they have accessed the platform

  • Offer Engagement: The total time spent viewing offer pages
    •  Equivalent of the Time Spent metric in Google Analytics, but only for offer pages

  • Number of investors: The count of investors with at least one transaction in Payment Received or Complete status

  • Total Amount Raised: The total sum of transactions in your platform

 

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