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Your Connekt dashboard surfaces the KPIs that matter most to your role — whether you’re tracking your own pipeline, reviewing a team, or getting a bird’s-eye view of org-wide performance. What you see adapts automatically based on your plan and permission level, so the dashboard is always relevant to you.

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View Types

Connekt offers three dashboard views, each scoped to a different level of the organisation.

Personal

Your own placements, submissions, conversion rates, and revenue. Available to all users.

Team

Side-by-side metrics for every team member you manage. Available to managers and above.

Company

Org-wide performance across all users and teams. Available to admins only.

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Available Metrics

The following metrics appear on the dashboard. Which ones you can see depends on your plan.
Financial metrics — revenue, fees, and profit margin — are only visible to users who have the relevant permissions and are on the Business plan or higher. If you expect to see these figures but can’t, check with your workspace admin.

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Filtering by Period

Use the period selector dropdown in the top-right corner of the dashboard to focus on the timeframe that’s most useful to you. The available options are:
  • Week — the current calendar week
  • Month — the current calendar month
  • Quarter — the current quarter
  • Year — the current calendar year
Switching between periods lets you compare current performance against prior timeframes to spot trends.

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Currency

Financial figures display in the currency set on your user profile. If you haven’t configured a currency, figures default to USD. To update your currency, go to your profile settings.

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Tips for Getting the Most from Your Dashboard

Use the period selector to compare performance week-over-week or month-over-month. Switching between periods is the fastest way to see whether activity is trending up or down.
The Team view is ideal for one-to-ones. Filter down to a single team member to review their metrics in isolation — it keeps the conversation focused and gives you a shared point of reference during the meeting.
Financial metrics respect both plan limits and individual permission settings. Even on the Business plan, a user without financial-data permissions won’t see revenue figures.