How To Navigate The ClickFunnels Dashboard

This article will provide a brief overview of the new ClickFunnels dashboard. This will help you get more in-depth knowledge of where everything lives inside of ClickFunnels and how to access it.

Navigation Bar

• Search (Funnels, Contacts, and more...)
• ClickFunnels Menu Access
  • Funnels
  • Contacts
  • Sales Transactions 
  • Funnel Marketplace
  • Build Funnel
• Follow-Up Funnels MenuAccess
  • Contacts
  • Email Lists
  • Broadcasts
  • Follow-Up Funnels
• Backpack MenuAccess
  • Backpack Dashboard
  • Affiliates
  • Commissions
  • Payments
  • Leaderboards
  • Commission Plans
  • Affiliate Types
  • Settings
• Help MenuAccess
  • Docs (help desk tutorials)
  • Get Help (talk to support)
  • My Support Requests (check on your requests)
  • What's New? (see new feature release updates)
• NotificationsAccess
  • If something needs your attention, the notification bell will alert you with more information.
• Main MenuAccess
  • Account Settings (Manage Account Details, Account Billing, Notifications, Account History, View Page Templates, Digital Assets, Integrations, Payment Gateways, Email Integration SMTP, Domains, Global Unsubscribe)
  • Affiliates (Access Your ClickFunnels Affiliate Dashboard)
  • My Profile Settings (Account details, profile photo, name. address, t-shirt size, password, download your data)
  • Log Out.

Plan Type

• See which plan you are subscribed to, and upgrade to a new plan if desired.
• View the programs you have purchased.
• View awards you have earned.

Quick Links

• Build A Funnel
• Build A Follow-Up Funnel
• Send A Broadcast

FunnelFlix Training

• Access training (included in the Platinum and above plans).

Favorite Funnels

• View and Access Your Favorite Funnels.

Recent Sales Activity

• View Recent Sales Activity Across Your Account.
• Click See All Transactions To View All Sales Activity In Your Funnel.

Funnel Sales

• View Your Funnel Sales.
• Filter by funnel name and desired time frames (Today, Last 7 Days, Last 30 Days, Lifetime).

Please Note: When you set a funnel into the test mode - sales will not be recorded in the Funnel Sales statistics on the dashboard. To test if Stripe or Paypal API purchases are collecting on the dashboard - you need to make a live purchase, as the test purchases will not show. Payment Gateways like Recurly, Easy Pay Direct, NMI do not require toggling your funnel into the test mode (you need to enable the test mode in the payment gateway menu and then just use a test CC in your funnel), so in this case, test sales will be collected on the dashboard.

Follow-Up Funnel Stats

• View Follow-Up Funnel Stats (New Contacts Today, New Contacts Yesterday, Contacts that left today, Total Contacts).

Events Calendar

• View ClickFunnels events calendar feed.

My Affiliate Earnings

• See a Snapshot Of Your ClickFunnels Affiliate Earnings (Today and From The Last 30 Days).
• Click More Tools To Sign Up To Be A ClickFunnels Affiliate Or Log Into Your Affiliate Dashboard.

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.