Using the mySD Dashboard – Select

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

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

 

 

Lead Performance Metrics

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.

 

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 Lead Manager page to Search or Filter Leads, Manage Leads, listen to your Call Recordings, and more.

 

Current Balance Snapshot

This section of your mySD Dashboard 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.

 

 

 

 

 

 

 

 

 

Campaigns Manager Snapshot

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

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.

 

mySD Online Platform Overview