Using the mySD Dashboard

See the most important details about your account at a glance with the new mySD Dashboard.

The all-new Dashboard is designed to give you a quick overview of what is happening with the most important aspects of your Service Direct Account. From your most recent Leads to billing information, everything you need to keep a pulse on your Account health is here on one, easy-to-read page.

dividerLead Performance Metrics

SRVP-Dashboard-v8-PerformanceMetrics

At the top of the Lead Manager and Dashboard pages, we display the most important Metrics to help you understand how our service is performing in the Last 90 Days (the more Leads you Manage, the more accurate these Metrics become). The right and left arrows allow you to move between different Metrics.

Note: If you log in using a Manager Account, these metrics will contain all Leads from all Accounts. 

Learn more about Lead Performance Metrics.

divider

Lead Manager Snapshot

Quickly see your most recent Billable Leads in the Lead Manager Snapshot. For a complete listing of all your Leads, visit the complete Lead Manager to Search or Filter Leads, Manage Leads, listen to your call recordings, and more.

mySD-Dashboard-LeadManagerSnapshot

Note:  If you log in using a Manager Account, you will see all Leads from all Accounts.

Learn more about using the Lead Manager.

divider

Dashboard Current Balance

Current Balance Snapshot

 

This snapshot shows you a summary of your current billing period including:

  • Current Balance
  • Lead Credits
  • Billing Threshold
  • Recent Billing Statements

 

Click the "View Billing Center" button to view more in-depth information about your billing history in the Billing Center.

divider

Campaigns Manager Snapshot 

Note: If you log in using a Manager Account, you will see all Campaigns for all Accounts.

mySD-Dashboard-CampaignsManagerSnapshot

The Campaigns Manager Snapshot shows up to 5 of your current campaigns. This list is sorted by activity, displaying the campaigns with the most activity over the past 30 days first.

 

If you have paused campaigns, up to 2 paused campaigns will be displayed at the bottom of the list. You can view more information about all of your campaigns in the full Campaigns Manager.