Overview 

The Dashboard’s visit overview summarizes your visit data and lets you dig deeper when you need to. You can see visit summaries, plot incomplete and completed visits on the map, filter what appears, and click through to the detailed visit page. It bridges the high-level dashboard and the row-level visit data, so you can move from a summary to specifics quickly. 

Before You Start 

You need access to the Dashboard. Decide whether you want to focus on incomplete or completed visits so you can use the map and filters effectively. 

How to Review the Visit Overview

1. In the left navigation menu, select Dashboard. 

2. View the visit data summaries in the first section of the dashboard. 

3. Click the map icons to view incomplete and completed visits on the map. 

4. Use the filter option at the bottom-left of the map to narrow the visits. 

5. Click the Visits section on the dashboard to go to the detailed visit page. 

Tips and Things to Know

• Use the map icons to separate completed from incomplete visits visually. 

• The bottom-left map filter narrows what you see without leaving the overview. 

• Click through to the Visits page when you need row-level detail. 

• Pair this with real-time visit analysis in the Visits area for deeper review. 

Frequently Asked Questions