Monthly Dashboard Reset: Understanding Lead Capture Refresh

When Does my Dashboard Reset?

The dashboard within Visual Visitor is designed to reset on a monthly basis. This process ensures that your lead capture system starts fresh at the beginning of each month, allowing you to focus on new opportunities and maintain accurate metrics.

How and When It Works

1. Reset Timing: On the 1st of every month, the lead capture count on your dashboard will automatically reset to 0.
2. New Start: From that point forward, the system will begin capturing leads for the new month, providing a clean slate for tracking and analysis.
   

Why the Reset Happens

This functionality is intended to streamline your monthly reporting and performance assessments. By resetting, you can:

1. Focus on new, incoming leads without overlap from previous months.
2. Simplify data comparisons and month-over-month performance reviews.
3. Maintain a consistent, organized dashboard experience.
   

What to Keep in Mind

1. The reset applies only to the lead count displayed on your dashboard for the month. Historical data and previously captured leads remain intact and can be accessed via your reports or the Lead menu.
   
2. The reset is automatic—there’s no action required on your end.
   

Configure your Known Customers to save on lead spend!

 

To configure Known Customers, click here.

Are you running out of monthly identifications? 

It may be time to update your plan.

For further questions or assistance, please contact our support team at support@visualvisitor.com. 

• Related Articles

• Exporting Lead Data for Plus Person

  How do I export lead information? Exporting your lead information is easy. Follow along with the our step-by-step video, or the written text below. Exporting Visitor Data from your Leads Menu: From your Visual Visitor dashboard go to 'Leads -> Search ...

• Understanding the Plus Person Dashboard

  Your Visual Visitor Dashboard gives you a snapshot of your recent traffic. In addition to listing your latest visitors, it also breaks down information like the referral sources that directed visitors to your website and the number of identified ...

• Exporting Lead Data

  How do I export lead information for +Employee? Exporting your lead information is easy. From your Visual Visitor dashboard go to 'Leads -> Search Leads' from there you can query the lead data you wish you download or run the preset report of the ...

• Data Discrepancy

  When analyzing website traffic, it's not uncommon to encounter discrepancies or inaccuracies in the data collected. Several factors can contribute to data showing up incorrectly when capturing visitors to your website: Misconfigured Tracking Tools: ...

• Plus Person Reoccurring Visitor

  Overview of Identification-Based Plans Our +Person plans are based around your identification budget. These plans allocate a certain number of identifications per month, based on the specific plan your business subscribes to. As a new billing cycle ...