Understanding the Dashboard

After creating your account, the dashboard will be your central hub for all DealGate activities. This guide will help you understand the layout and key features available to you.

Dashboard Overview

The DealGate dashboard is designed to provide easy access to all platform features while displaying important metrics about your account usage. The interface is divided into several key areas:

Navigation Sidebar

The sidebar on the left contains links to all major sections of the platform:

• Dashboard Home: Returns you to the main dashboard view
• Lead Export: Access the lead generation and export features
• LeadFollow: Monitor prospect interactions with your website
• Lists: View and manage your exported contact lists
• Account Settings: Manage your profile and subscription
• Team Management: Add and manage team members (available on team plans)

You can collapse the sidebar using the toggle icon at the top to give your workspace more room.

Main Dashboard Sections

Lead Export Section

This is where you'll spend most of your time when searching for and exporting B2B leads. Key features include:

1. Filter Panel: Set criteria for your target audience

   • Industry/SIC code selection
   • Revenue ranges
   • Employee count
   • Geographic targeting using the interactive map
   • AI-powered natural language search

2. Export Usage Display: Shows your current export usage for the billing period

   • Total exports used
   • Exports remaining
   • Usage trend over time

3. Results Preview: Shows a sample of the contacts matching your criteria

   • Preview of contact information (partially masked)
   • Company information
   • Export button to initiate the export process

LeadFollow Dashboard

The LeadFollow section helps you track when contacts visit your website:

1. Installation Section: Contains your unique tracking script
2. Visitor Activity Feed: Real-time display of website visitors
3. Filtering Options: Filter visitors by various criteria
4. Visit Details: In-depth information about each visit

Lists Section

After exporting contacts, they'll appear in the Lists section:

1. Recent Exports: Your most recent contact lists
2. Export Status: Shows processing status of pending exports
3. List Management: Tools to organize, tag, and manage lists
4. Export Options: Download lists in various formats (CSV, Excel)

Key Dashboard Features

Account Usage Metrics

At the top of your dashboard, you'll find important metrics about your account:

• Export Usage: Displays how many leads you've exported out of your monthly allowance
• Account Type: Shows your current subscription plan
• Billing Cycle: Indicates when your usage limits reset

Notification Center

The bell icon in the top navigation bar provides access to your notifications:

• Export completion alerts
• System updates and announcements
• Team activity notifications (on team plans)

Search Functionality

The global search bar allows you to quickly find:

• Previously exported contacts
• Saved searches
• Exported lists
• Help articles

Help and Support

Access help resources through the question mark icon:

• Knowledge base articles
• Video tutorials
• Live chat support
• Email support ticket creation

Personalizing Your Dashboard

You can customize several aspects of your dashboard experience:

1. Dark/Light Mode: Toggle between light and dark themes
2. Default View: Set your preferred landing page
3. Notification Preferences: Choose which alerts you receive
4. Data Display: Adjust how information is presented in lists and tables

Dashboard Shortcuts

Learning these keyboard shortcuts will help you navigate more efficiently:

• Alt + E: Navigate to Export section
• Alt + L: Navigate to Lists section
• Alt + F: Navigate to LeadFollow
• Alt + S: Open search
• Alt + H: Open help menu

Mobile Access

The DealGate dashboard is fully responsive and can be accessed from mobile devices. While some advanced features work best on larger screens, you can perform essential functions from your smartphone:

• Monitor export progress
• View LeadFollow activity
• Access contact information
• Receive notifications

Next Steps

Now that you understand the dashboard layout, you're ready to:

1. Set up your first lead export
2. Configure LeadFollow tracking

If you need additional assistance, click the help icon in the top navigation bar to access support resources or contact our customer success team.