Dashboard Overview

Navigate the Grader.io dashboard efficiently — your central hub for submissions, customers, analytics, and settings.

Dashboard Layout

The dashboard is organized into five main sections, each designed for specific workflows:

1. Submissions Hub

Recent activity and lead management

• Recent Submissions - Latest form entries with scores and status
• Quick Actions - Approve, reject, or route leads with one click
• Score Distribution - Visual breakdown of lead quality (Hot/Warm/Cold)
• Filtering - Sort by date, score, source, or custom criteria

2. Customers Overview

Lead database and contact management

• Customer List - All leads with contact information and scores
• Lead Profiles - Detailed view of individual prospects
• Interaction History - Track touchpoints and engagement
• Export Options - CSV downloads for external systems

3. Graders Management

Your scoring engines and configuration

• Active Graders - All configured graders with performance metrics
• Create New - Quick setup wizard for new grading criteria
• Performance Stats - Accuracy metrics and optimization suggestions
• A/B Testing - Compare different scoring models

4. Analytics Dashboard

Performance insights and trends

5. Integrations Center

Connected platforms and tools

• HubSpot Status - Sync health and recent activity
• Webhook Monitoring - Delivery success rates
• API Usage - Rate limits and consumption
• Third-party Apps - Zapier, Salesforce, etc.

Key Widgets

Lead Score Histogram

Visual distribution showing lead quality breakdown:

Hot Leads (80-100)    ████████ 12%
Warm Leads (60-79)    ████████████████ 45%
Cold Leads (0-59)     ██████████ 43%

Recent Activity Feed

Real-time stream of:

• New submissions received
• Leads scored and categorized
• Routing actions taken
• Integration sync events

Performance Summary Cards

Quick metrics at-a-glance:

• Today's Submissions: New leads received
• Average Score: Lead quality trend
• Conversion Rate: Scored leads to customers
• Response Time: How quickly leads are processed

Navigation Tips

Quick Actions Bar

Located at the top of each page:

• 🔍 Global Search - Find any lead, grader, or submission instantly
• ⚡ Quick Create - New grader, webhook, or integration
• 🔔 Notifications - System alerts and important updates
• ⚙️ Settings - Account preferences and billing

Keyboard Shortcuts

Ctrl/Cmd + K

G → S

G → C

G → G

G → A

N

?

Customizing Your Dashboard

Widget Configuration

Drag and drop widgets to customize your layout:

1. Click the Customize button (top right)
2. Drag widgets to reorder
3. Hide/show widgets based on your workflow
4. Save layout preferences

Notification Preferences

Set up alerts for important events:

• High-Score Leads - Get notified for leads scoring >85
• Integration Issues - Webhook failures or sync problems
• Daily Summary - End-of-day performance report
• Weekly Analytics - Trend analysis and insights

Mobile Dashboard

Access key features on mobile devices:

• Responsive Design - Full functionality on tablets and phones
• Quick Actions - Approve/reject leads on the go
• Push Notifications - Real-time alerts for hot leads
• Offline Mode - View cached data without internet

Dashboard Best Practices

Daily Workflow

1. Morning Review - Check overnight submissions and scores
2. Lead Triage - Process high-priority leads first
3. Performance Check - Monitor conversion rates and trends
4. End-of-Day - Review analytics and plan improvements

Team Collaboration

• Shared Views - Create filtered views for different team members
• Role-Based Access - Sales reps see leads, managers see analytics
• Comments System - Add notes to leads for team coordination
• Assignment Rules - Automatically distribute leads by territory or expertise

Data Organization

• Tags and Labels - Categorize leads by campaign, source, or priority
• Custom Fields - Add industry-specific data points
• Saved Searches - Create quick filters for common queries
• Export Schedules - Automated reports for external systems

Troubleshooting Dashboard Issues

Slow Loading

• Clear browser cache and cookies
• Disable browser extensions temporarily
• Check internet connection speed
• Try incognito/private browsing mode

Missing Data

• Verify date range filters aren't too restrictive
• Check integration connection status
• Review webhook delivery logs
• Confirm grader is active and receiving submissions

Display Problems

• Update to latest browser version
• Disable ad blockers on grader.io
• Try different browser (Chrome, Firefox, Safari)
• Check if JavaScript is enabled

Next Steps

Now that you're familiar with the dashboard:

• Set up your first grader
• Configure lead routing
• Explore analytics features
• Optimize your scoring

Support

Need help navigating the dashboard?

• Help Widget - Click the ? icon in the bottom right
• Video Tutorials - Accessible from the Help menu
• Live Chat - Available during business hours
• Community Forum - Get tips from other users