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Navigate the home page in Popl Teams

Admins on DBC and ELC plans can use the Popl Teams home page to track analytics, manage leads, view insights, and access key tools.

Updated this week

Overview

Required subscriptions: This feature is only available for Admins on DBC or ELC plans.

This article explains how admins can use the home page in the Popl Teams dashboard to gain real-time insights, manage team performance, and explore helpful resources. Only admins have access to the dashboard’s home page features.


Accessing the home page

When you sign in to the Popl Teams dashboard and navigate to the home page, you’ll see a dynamic overview of your team’s most recent activities, analytics, and key recommendations to keep your team performing at its best.

This page serves as a centralized hub, making it easier than ever to manage, oversee, and lead your team.

Set up your Popl Team

The home page includes a Setup Checklist highlighted in blue at the top of the page that provides recommended steps for admins and members to ensure the best Popl Teams experience. Completing these steps helps your team start strong and stay organized.

Team performance

View crucial performance metrics directly from the home page, including:

Admins can calculate the sales pipeline by inputting the team’s average contract value, which is multiplied by the number of leads captured.

This pipeline value also appears on the Insights and Completed Campaigns pages.

Current campaigns

The Current Campaigns section appears on the home page whenever your team has active event campaigns running. This section displays:

  • Campaign name

  • Start and end dates

  • How many members are assigned to the campaign

  • Percentage of goals completed

  • Quick links to manage or view campaign details

For more details on using event campaigns, check out our Event Campaigns article.

Recent leads captured

The Recent Leads Captured section displays:

Tip: Click View All to expand the list and see more leads.

Recommendations

This section offers smart suggestions based on the current state of your team and dashboard. Recommendations may include:

  • Sending team invites

  • Completing checklist tasks

  • Assigning templates to members without templates

  • Other key actions to optimize team performance

Note: Use these recommendations to ensure your team gets the most value from Popl Teams.

Video tutorials

Access video tutorials directly from the home page for step-by-step guidance on using Popl Teams’ features and getting the most out of your dashboard.

Explore our features

Discover new and valuable features of the Popl Teams dashboard right from the home page. Stay updated on tools that can enhance your team’s productivity and engagement.

Common issue: If data seems missing from the home page, ensure your team members are actively using their Popl tools and that you have the correct permissions as an admin.


💡 Tip

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Chat with us or email us at [email protected]

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