Using Your Dashboard
Your dashboard is the control center for everything. This guide shows you how to navigate it, manage your products, and find the data you need.
Dashboard overview
- When you log in, you see your main dashboard. It shows a card for every product you are subscribed to, along with your current plan and usage.
- Click on any product card to open that product's dashboard. Each product has its own navigation, settings, and data.
- Products you have not subscribed to appear as greyed-out cards. Click on them to learn more or start a trial.
Product dashboards
- Inside each product, you will see a sidebar or top navigation with tabs. These vary by product but usually include a main dashboard, a list view, settings, and reports.
- The main dashboard for each product shows key stats and recent activity. This is a good place to check in each morning.
- Use the navigation to switch between different parts of the product. For example, in Reflect you can switch between Sites, Injections, Submissions, and Reports.
Managing your account
- Your account settings are separate from product settings. Look for your profile icon in the top right.
- From your account, you can update your name, email, password, and notification preferences.
- Billing is managed per product. Each product has its own subscription that you can upgrade, downgrade, or cancel independently.
Managing your team
- Products on agency plans let you invite team members. Go to the Team tab inside the product dashboard.
- Each team member gets their own login. You can set roles to control what they can see and do.
- Team members are managed per product. Someone on your Reflect team does not automatically get access to your LeadFlow account.
Tips
- Bookmark your dashboard URL so you can get back to it quickly.
- If a product card says "Subscribe" instead of showing data, you need to pick a plan first.
- Each product has its own documentation tab inside its dashboard for product-specific help.
Common questions
Can I use the dashboard on my phone?
Yes. The dashboard works on any screen size. Open it in your phone browser just like on a computer.
Why do I see "No data yet" on a product?
This means the product has not received any data from your site yet. Make sure the script tag is installed and your site has had at least one visitor.
Can I give a client access to just one product?
Yes. Team access is managed per product. You can invite someone to one product without giving them access to others.