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What is the HQ Daily Dashboard?

Jason Wiese avatar
Written by Jason Wiese
Updated over 3 weeks ago

The HQ Daily Dashboard gives a clear, centralized view of trends across all child accounts, so you can monitor performance, spot patterns, and make decisions without ever leaving your HQ account.


Snapshot

The snapshot gives a summary of all your locations. This includes:

  • Contacts Created: Number of new people added to your contact list

  • Landing Page Sales: Total amount of revenue made from your landing pages

  • Automation Conversions: Number of people who completed an automation goal today

  • Active HQ-Synced Automations: Number of automated HQ campaigns that are running

Click on a tile to see the breakdown by location.


Key Segment Groups

Key segment groups will show your crucial groups and their segments. Click on the group to see the associated segments. Segments will be categorized into two groups and will list the following information:

  • HQ-Synced Segments: Any segment that has been synced to a child location

    • Number of customers

    • Synced child accounts

      • Number of customers at that location

  • HQ-Only Segments

    • Number of customers

    • Customer name

Use the segment groups to spot trends and performance across all your locations.

Click on the location to quickly access the segment in their account.

Customization

Add a new segment group to the header by clicking the plus icon in the header.

Groups can be dragged and dropped to prioritize the order

Screen Recording 2025-06-04 at 02.30.20.95 PM

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