My Dashboard

Analyze your Seamless.AI usage and productivity right from your dashboard!

Keeping track of your goals and progress is simple on your Dashboard. You are able to check if you are on track to CRUSH YOUR GOALS!

Features of My Dashboard

My Usage Report

An easy to read chart with a look into your personal metrics on the number of leads generated over a predetermined month, week, or day time frames!

The dotted line signifies your Lead goal criteria which can be adjusted via the Settings button in the top right corner of the My Usage Report component!

This can be used to get an easy visual of how you are tracking against your own personal goals!

ROI Calculator

Tool for learning how much Return on Investment (ROI) Seamless.AI is providing your Company! The ROI will be automatically calculated based off of your lead generation and entered criteria:

Average Lead to Sales Conversion Rate(%): This number can be estimated or calculated off of your own internal data around how many leads you contact versus convert into Sales!

Average Order Value: This value is unique to your and your average sales order.

My Usage | 30 Day Insights

Get a basic look into your activity over the past 30 days including:

Total Leads: Shows total leads researched over the last 30 days with comparison over the prior 30 days

Active Days: Will show how many days you were active over the past 30 days with a comparison to the prior 30 days.

Current Lead Streak: Show the number of consecutive days that you researched leads.

Longest Lead Streak: This is a lifetime lead streak to show how many days in a row you have researched at least one lead.

Download User Activity Report

Generate and download a CSV to summarize report of your all Find / Research activity for the selected report type and duration. Personalize the generated report to your needs by selecting the product, report type, duration, and groups.

Upon clicking download, your report will begin creation. Upon completion, your report will download to your browser and will also be emailed to your account email. Report will not include current day activity.

Setting Your Goals

Lead Goal: By clicking the Settings tab on My Usage Report, customize the number of leads you are working toward per month!

ROI Calculator Settings: Customize your ROI report to meet your sales or company specific by editing the ROI Lookback Period, Average Conversion Rate, and Average Order Value.