Capstone client dashboard.
What you can find in this dashboard. Click to jump to it.
- Digital performance report. (Not subscribed)
- View all projects and their deliverables.
- View our work records and time tracking.
- Quick access important resources and deliverables:
- None available
Would you like to require authentication to access your dashboard? By default your email is the only item required to access your dashboard and review it’s information. If you would like to password protect this page please let us know and we can do that for you.
Digital performance report. (Not subscribed)
What is this? The digital performance report offers a monthly comprehensive overview of your businesses digital performance. Knowing and understanding the metrics below is crucial for optimizing your marketing strategies and operational efficiencies to enhancing performance and customer satisfaction. Contact us to learn more about how are monthly digital performance reports can help your business.
Automations management.
XXX customers used the software and automations we built to get started.
- Our automations saved XX hours of work
- We automated XXXX tasks
- We found and fixed XX bugs
- Completed quality assurance of every automation documented below each week
What is this? Save time and money with our automations customized and integrated into your everyday business and marketing operations.
Process to completeClick to view process‣
Social reviews effectiveness.
Social reviews initiative effectiveness.
XX 5 star reviews this month
Current ranking: XX stars and XX reviews Started with: XX stars and XX reviews
What is this? Reviews are a key pillar to a successful online digital presence but are often overlooked. We take care of implement a process to get you more 5 star reviews.
Process to completeClick to view process‣
Key onboarding metrics.
Key onboarding metrics.
XX% conversion rate last month
↓ XX% from 1 month ago
↑ XX% from 2 months ago
↓ XX% all time average
What is this? This is just an example. We customize the metrics we display here based on what is best for your business.
Process to complete:Click to view process‣
Customer onboarding feedback.
Customer onboarding feedback.
How easy was it to get started?
XX total customer responses
- XX% found it easy to get started
- XX% found it average to get started
- XX% found it difficult to get started
What is this? Customer feedback is crucial for a business to successfully grow and optimize, we implement a process to automatically gain valuable insights from your customers.
A|B testing results. (example)
The new variation performed significantly better with a 15% lower bounce rate.
Removed
Winner
New A|B test
This month we implemented a new A|B test focused on finding the optimal call to action.
Process to complete:Click to view process‣
Site security
Site security and speed.
Site security status: Low Security Risk
All available updates: Completed
- Updated all plugins
- Updated WP version
What is this? Website speed plays a big role in converting leads to customers. We make sure your site is always fast and secure.
Process to complete:Click to view process‣
XX hours worked this month.
View a full breakdown of the project tasks and time to complete below.
Explore our newest feature we’re working on for you in our Feature Roadmap.
(Available this Month) Website Site Accessibility Audit For Any Gaps
Last month, we worked on ensuring your site is up to date across all site accessibility standards, which are guidelines that ensure web content is accessible to all users, regardless of disability or impairment.
Why this is important: This ongoing comprehensive accessibility audit of your website helps us identify any compliance gaps. If adjustments are needed, you’ll be provided with a summary of changes to keep your website compliant.
(Upcoming) Automation Journey and Quality Assurance
This month, we will be outlining your customer journey, including a detailed documentation and quality assurance of all top-level automations. This view will allow you to easily see where automations are implemented across your customers’ touchpoints.
Why this is important: This outline will provide greater visibility into the automations and allow of regular quality assurance checks, which will aid in maintaining seamless operations.
View all projects and their deliverables.
Active projects.
Click to see project details, resources, and deliverables.
Objective: Everything your business needs digitally upgraded and optimized hassle-free. Impact: With a unified, professional, and optimized online identity across platforms, your business will not only attract a wider audience but also establish itself as a leader in your industry. This strategic overhaul is the key to setting your business apart from the competition and fueling your growth sustainably.
Proposed projects.
Review our proposed projects, designed to further optimize and drive growth.
Objective: Implement a simplified CRM into client management in order to allow for automated follow-up and easy sms communication between clients. Impact: Streamline communications and ensure that no one slips through the cracks. Allow upper management to quickly and easily know what’s going on with customer onboarding and sales
Completed projects to review and use.
Take a look at our recent initiatives and projects.
View our work records and time tracking.
Current month.
| Task Detail | Due Date | Hours | Status |
|---|---|---|---|
January 6, 2025 | 2 | In Progress | |
January 3, 2025 | 2 | In Progress | |
January 3, 2025 | 1 | In Progress | |
January 3, 2025 | 1 | In Progress | |
January 2, 2025 | 0.25 | Completed |