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Using the All-New mySD Dashboard

See the most important features of the mySD Dashboard.

The mySD Dashboard is a reporting tool that delivers total transparency and actionable insights into call performance, lead data, and spend — helping you win more calls and grow your business with confidence. 

 

mySD-Dashboard-KB-v9.8


mySD Dashboard Features

  • Filtering – Use the Date Range and Campaigns Filters to reload the Dashboard with the just the data you're looking for.
  • Key Metric Scorecards – View your Won Calls, Billable Leads, Average Cost Per Lead (CPL), and Total Spend at a glance.
    • Compare percentage delta trends versus the equivalent time period prior to your selected Date Range Filter.
  • Daily Calls Over Time Visualize the direct relationship between your Cost Per Lead (CPL) and call volume over time.
    • Each Bar displays Billable Won Calls and Non-Billable Won Calls and the orange line shows your Average CPL  for each day.
  • Daily Spend Over Time – Monitor your budget pacing and investment over time.
    • If your spend appears off-track, consider adjusting your daily budget or Campaign bid settings to better align with your goals. For more details, see Managing Your Campaign Budget.
  • Campaign Performance and Service Category Performance Summary Tables – See a breakdown of each of the Campaigns and Service Categories matching your current Filters, displayed in two tables.
    • Click any blue link in the rows to open those specific Leads in your Lead Manager and see granular call-level details.
    • Compare percentage delta trends versus the equivalent time period prior to your selected Date Range Filter.
  • Proprietary Bid Strength Metric – See a competitive indicator of how often your bid wins in our marketplace auction to help you optimize spend.
    • The higher your Bid Strength (out of 100), the more likely you are to win the calls available in our marketplace that match your Campaign requirements.
    • To improve your Bid Strength, consider increasing your bid amount, expanding your Campaign Service Area, or broadening your selected Service Categories.

      Note: Bid Strength updates periodically based on current marketplace competition. Check back regularly to monitor changes and adjust your settings as needed.