Dashboard

The Dashboard is your personal home inside Sponsy. It gives you a customizable, at-a-glance view of the information that matters most to your workflow.

This page will guide you through how the Dashboard works, how to configure it, and how each widget helps you stay on top of your operations.

When you log in to Sponsy, the Dashboard is the first page you see. It is made up of widgets that you can add, remove, reorder, and configure to your preference. Your Dashboard is fully flexible, allowing you to create multiple versions of the same widget with different configurations.

Widgets

At the top of the page, click Add Widget to browse the list of available widgets and start customizing your space.

Getting Started widget

The Getting Started widget guides you through your onboarding steps inside Sponsy. It helps you understand what has been completed and what you still need to set up so you can get the most out of the platform quickly.

Calendar widget

The Calendar widget shows you an aggregated view of your publication calendars. You can choose between a weekly or monthly view.

You can:

• Filter by publication
• Create multiple calendar widgets, each with its own publication set
• Track fill rates at a glance
• View upcoming or past placements directly from the calendar This widget is ideal if you manage multiple publications and want a quick overview of what is scheduled and how your inventory is performing.

Publication Metrics widget

The Publication Metrics widget gives you a consolidated view of your performance across publications. It displays metrics such as:

• Revenue
• Fill rates
• Other key operational indicators You can customize:
• Which publications to include
• Which metrics you want to compare
• How the data is grouped and displayed This widget helps you track performance trends without navigating through multiple pages.

Deals Overview widget

The Deals Overview widget allows you to monitor what is happening in your deal pipeline.

You can:

• Select up to three deal stages to display
• View deal counts and totals per stage
• Quickly assess pipeline health and movement This widget keeps your sales progress visible at all times.

Storefront Orders widget

The Storefront Orders widget shows you new incoming orders from your Storefront.

You can:

• Filter by storefront if you manage more than one
• Monitor new or pending orders
• Stay up to date with incoming revenue opportunities This is especially useful for teams with multiple segments or storefront variations.

Tasks widget

The Tasks widget gives you a quick overview of your pending to-dos.

You can:

• View all tasks across your workspace
• Filter by context, such as slot tasks or deal tasks
• Filter by assignee
• Create a personal view by showing only tasks assigned to you This widget helps you keep your daily responsibilities front and center.

Metrics Cards

In addition to the functional widgets above, you can also add standalone metric cards to your Dashboard. These give you focused performance snapshots and can be placed anywhere on the page.

Available metric cards include:

• Revenue
• Fill Rate
• Subscriber Revenue
• Send Revenue
• Subscriber LTV
• Open Revenue
• Click Revenue
• CTR
• CTOR Each metric card is fully customizable. You can adjust the timeframe (for example: last 30 days, last 90 days, next two weeks), and you can create multiple cards with different configurations to view performance from different angles.

Metric cards help you quickly analyze how Sponsy and your publications are performing without navigating deeper into reports.

Tips and best practices

1. Create multiple views: Don’t hesitate to add multiple versions of the same widget with different filters or publications.
2. Keep it simple: Place your most important widgets at the top to get a quick daily overview.
3. Use metrics cards strategically: Combine different timeframes and publications to compare trends easily.
4. Review periodically: As your workflow evolves, update your Dashboard layout to match your current priorities.