The number of times I’ve had to explain to someone the amazing powers that are the clickFunnels dashboard is funny because, well, it’s not like they aren’t obvious. The truth is that a lot of people (myself included) forget about what the dashboard actually is and what it can do. In this article, I’ll explain everything you need to know about the clickFunnels dashboard, including how to delete a funnel.

The Basics

Whether you’re signed up with ClickFunnels or not, you’ll be able to access your dashboard anytime you log in to your account. The dashboard itself is completely free and doesn’t require any kind of upgrade to use. You don’t get any features otherwise.

The dashboard is home to three areas of interest:

  • Reports
  • Tracking Funnels
  • Automation

Let’s take a quick look at each one.

Reports

The first section of the dashboard is called Reports. Here you’ll find a variety of useful reports pertaining to the performance of your marketing efforts. To create these reports, you’ll need to go to the Reports section of your dashboard and click the New Report button at the top of the page.

You can then add in as many metrics as you want by clicking the small plus symbol next to each metric and selecting the report type. For example, you may want to track the number of visitors to your website, the pages they view, their engagement with your content, and so much more.

You can sort the report by any column and export it as a PDF or Excel workbook for future reference.

Tracking Funnels

Under the tracking funnels heading in the dashboard, you’ll see a list of all the funnels you have created. Each funnel is represented by a small diagram of a person (like you) with a line going through it. For example, if you have a sales funnel, you’ll see a diagram of a person with a line going through it. This is to show you the flow of traffic at a glance.

Each of the funnels listed here can be accessed from the tracking funnel sidebar. To get there, click on the funnel you want to view, and then click on the small diagram of a person with a line going through it. This will take you to the tracking page for that funnel.

From here, you’ll see four blocks of information:

  • Overview
  • Overview
  • Activity
  • Overview

Each one of these represents a different section of your funnel. For example, the Overview block will give you an idea of the demographics and engagement of your target audience.

The Activity block shows you what actions (like clicks, form fills, and button clicks) were taken on the tracking page. This is also where you can see the progress toward your goal because each action (or step) takes you one step closer to reaching your destination.

The Overview block gives you a high-level overview of the entire funnel. This includes a graphical representation of the funnel along with a breakdown of the various steps in the funnel.

The last section, Overview, shows you the same information as the previous two sections in a shorter format. This way, you can get to the details of the funnel more quickly when you’re tracking a specific funnel.

Automation

The final section of the dashboard, Automation, lets you create and manage automated tasks associated with email marketing, social media, and more.

To get started, click on the little cog icon to the left of the word Automation. The dashboard will ask you to select an operation to perform, such as sending a sales email or posting to social media.

You can then enter the email address and select the email marketing tool you want to use, like MailChimp or ConvertKit. If you use a different email marketing tool, like HubSpot, you can set that up separately in the dashboard as well.

Next, you’ll be asked to enter the URL of your website or blog. If you have a specific URL for your site, like https://www.example.com/blog, you can enter it here. Otherwise, if you want to use the dashboard to create automations for a blog you found on the internet, you can enter the URL of the blog itself, like https://wwwatemple.com.

Once that’s done, you can select the social media platform you want to use for this particular automation, like Facebook or Twitter. Once you select the social media platform, you’ll see a list of all the accounts you can use for this purpose. You can click on any of these accounts to get a quick overview of all the content posted by that account. From here, you can enter the handles (or usernames) of the accounts you want to use in the automation.

To create an email marketing automation task, you’ll need to click the New Task button at the top of the page. You can then enter the email addresses of the individuals you want to send the email to and what you’d like to say in the email.

To create a social media automation task, click on the New Task button, and then enter the details of your preferred social platforms into the following fields:

  • Source
  • Type
  • Automation
  • Target
  • Content
  • Description
  • Advanced
  • Operations
  • Next

One of the things I love about the clickFunnels dashboard is its organization of all the different components into one place. Now, you might not need all of these components to run a successful business, but you’ll certainly find them useful when it comes to analyzing your marketing efforts and making adjustments where necessary. For example, you may want to compare how different marketing methods perform and then make a decision on whether or not to continue with a certain approach.

In conclusion, the clickFunnels dashboard is a useful tool for businesses of all sizes, from individuals looking for inspiration to create marketing materials, to large companies with teams of market researchers and designers.