Your Catchlight Analytics Dashboard is your command center for tracking lead enrichment, analyzing performance, and identifying your best opportunities. This guide will walk you through each section of the dashboard so you can quickly find the information you need.
Dashboard Layout Overview
Your dashboard is organized into several key sections, each designed to give you specific insights about your leads and business performance.
Header Section
At the top of your dashboard, you'll find:
Dashboard Title - "Catchlight Analytics Dashboard"
Subtitle - A brief description of what you can do with the dashboard
Last Updated - When your data was last refreshed
This header orients you to the page and confirms you're viewing current data.
Filter Section
The filter section appears directly below the header and includes:
Search Bar - Search across all your leads by name, email, or other details
Date Range Picker - Select time periods for your analytics (Last 7 Days, 30 Days, Custom, etc.)
Enrichment Status Filter - Filter by data enrichment status (Completed, In Progress, Failed, etc.)
Event Topic Filter - View leads with specific life events or milestones
Baseline Comparison - Compare current metrics against a historical period
Apply & Reset Buttons - Execute your filter selections or return to defaults
Tip: Filters remain at the top of the page as you scroll, making it easy to adjust your view at any time.
Key Performance Indicators (KPI Cards)
Below the filters, you'll see a grid of KPI cards displaying your most important metrics:
Enrichment Metrics - Total leads enriched, success rates, match confidence
Lead Quality Metrics - Average Catchlight Score and quality distribution
Revenue Potential - Projected client revenue and opportunity value
KPI cards show:
The current metric value (large number)
Change indicator (green up arrow for growth, red down arrow for decline)
Comparison text (e.g., "vs. last month")
Visual Cue: Highlighted cards (green gradient background) indicate your most important metrics.
Revenue Potential Section
This dedicated section focuses on financial opportunity metrics:
Revenue KPI Cards - Total projected revenue, average per lead, high-value lead count
Revenue Distribution Chart - Bar chart showing how many leads fall into each revenue range
Wealth Segment Analysis - Breakdown by Mass Market, Affluent, High Net Worth, etc.
Interactive Feature: Click on any bar in the revenue chart to view the specific leads in that category.
Life Events & Opportunities Section
This section helps you identify actionable opportunities:
Life Event Charts - Visual breakdown of leads experiencing specific milestones
Eligibility Milestone Tracking - Age-based opportunities (retirement eligibility, catch-up contributions, etc.)
Event Timelines - When life events occurred for better outreach timing
Use Case: Use this section to create targeted campaigns around life events like job changes, new home purchases, or approaching retirement.
Enrichment Performance Section
Track how your data enrichment is performing:
Enrichment Status Breakdown - How many leads are completed, in progress, or failed
Match Confidence Distribution - Quality levels (Excellent, Good, Fair)
Enrichment Trends Over Time - Line charts showing enrichment progress
This section helps you understand data quality and identify any enrichment issues that need attention.
Lead Quality & Scoring Section
Understand the overall quality of your lead database:
Catchlight Score Distribution - How your leads score from 0-100
High-Quality Lead Identification - Leads scoring above specific thresholds
Score Trends - How lead quality changes over time
Strategy Tip: Focus your efforts on leads with higher Catchlight Scores for better conversion rates.
How the Dashboard Updates
Your dashboard data updates in the following ways:
Automatic Refresh - Data refreshes every time you load the page
Filter Application - Clicking "Apply" updates all charts and metrics based on your filter selections
Real-Time Search - Search results appear as you type
Chart Interactions - Clicking on charts may drill down to show specific lead lists
Navigation Tips
To get the most from your dashboard:
1. Start Broad, Then Narrow
Begin with "All Time" or a large date range to see overall trends
Use filters to drill down into specific time periods or segments
2. Compare Time Periods
Select a baseline period to see how your metrics are trending
Look for positive change indicators to identify what's working
3. Use Search for Quick Access
Type a lead name or email to jump directly to their details
No need to scroll through lists—search is your fastest tool
4. Click Charts to Explore
Charts are interactive—click on segments to see the underlying leads
This helps you move from insights to action quickly
5. Bookmark Common Views
If you frequently check specific metrics, bookmark the URL after applying filters
Return to your customized view instantly
Dashboard Performance
For the best experience:
Use a modern browser - Chrome, Firefox, Safari, or Edge (latest versions)
Enable JavaScript - Required for interactive features and charts
Stable internet connection - Ensures smooth data loading and updates
Desktop or tablet recommended - Mobile works but larger screens show more data
Understanding Dashboard Colors
The dashboard uses color to communicate information quickly:
Green - Positive trends, growth, success
Red - Negative trends, declines, issues requiring attention
Blue - Neutral information, data points
Orange - Warnings or moderate alerts
Gray - Inactive, disabled, or neutral status
Next Steps
Now that you understand the dashboard layout, dive deeper into specific features:
Using Dashboard Filters - Master search and filtering to find exactly what you need
Understanding Key Metrics (KPIs) - Learn how to interpret each metric
Working with Charts and Visualizations - Get the most from interactive charts
Prioritizing Leads - Use dashboard data to identify your best opportunities
Need help? If something isn't displaying correctly or you have questions about a specific section, contact our support team.