About the Dashboard

The Dashboard is the mission control of your coaching business inside My Oracle. It gives you an instant snapshot of how your business is performing, all in one place.

Key Features Of The Dashboard

Pipeline Value & Conversion Rate

• Shows how much potential revenue is in your sales pipeline.

• Gives conversion percentages so you can track how leads are moving through your funnel.

• Useful for: coaches & service providers tracking leads from application → discovery call → paid offer.

Funnel Performance

• See how your landing pages and funnels are performing.

• Track opt-ins, page views, and conversions.

• Useful for: testing which funnel converts best (e.g. webinar vs. lead magnet).

Tasks & Manual Actions

• See tasks that require personal follow-up like replies or calls.

• Reminds you of everything that gives your client the amazing experience without the stress of you having to remember the tasks.

• Useful for: staying on top of priority actions that move leads forward.

Opportunities

• Snapshot of open, won, and lost opportunities.

• Useful for: identifying leads that need follow-up, re-targeting and tracking your sales flow.

Appointments

• View booked, attended, cancelled, or no-showed appointments

• Useful for: managing your calendar and increasing show-up rates for calls and sessions.

Revenue Tracking

• Monitor revenue generated through your pipelines and automations.

• Useful for: coaches and service based businesses selling courses, 1:1 coaching, or premium offers.

Why Coaches and Service Based Businesses Should Use the Dashboard

• Quick View of Business Health - See exactly how many leads are coming in, where they are in your funnel, and what needs your attention.

• Make Data-Driven Decisions - Know which campaigns, content, or offers are actually converting.

• Optimise the Client Experience - Track where potential clients fall off and improve the journey.

• Stay in Your Genius Zone - Let My Oracle track the backend while you focus on serving and scaling.