Would you like a quick overview of your forms without digging through several menus? In this guide, we will walk you through everything on the redesigned Thrive Leads dashboard, step by step. All you need is Thrive Leads installed and activated on your WordPress site.
Opening the Dashboard
- Go to Thrive Leads » Dashboard in your WordPress admin sidebar.
The dashboard is also the first screen you land on whenever you open Thrive Leads.
Following the Onboarding Checklist
New accounts see a checklist titled A few quick ways to explore Thrive Leads, covering creating your first form, running your first A/B test, and checking your results in Reports. Each item gets checked off automatically as you complete it.
- Click the X in the corner of the checklist to dismiss it once you no longer need it.
Reading the Stat Cards
- Below the checklist, review the three cards that summarize your account’s overall performance: Unique Impressions, Conversions, and Conversion Rate.
- Click the info icon on any card for a short explanation of what it measures.
Checking My Forms
- In the My Forms widget, use the Lead Groups, Lead Shortcodes, ThriveBoxes, and Signup Segue tabs to see your forms by type.
- Click View All to open the full My Forms page instead of the summarized widget.
Each tab organizes a different way of getting a form onto your site: Lead Groups is the main work area for automated, targeted opt-ins that Thrive Leads places for you; Lead Shortcodes holds forms you place manually by pasting a shortcode into a post, page, or widget; ThriveBoxes holds two-step opt-ins that stay hidden until a visitor clicks a link or button you’ve wrapped in their shortcode; and Signup Segue generates links that sign a visitor up for an offer instantly when clicked, without showing a form at all.
Managing Archived Forms
Click Archive on any active Lead Group, Lead Shortcode, or ThriveBox to move it out of your active list and into that screen’s Archived Forms section.
An archived form gives you two actions: Re-add and Delete. Delete removes it permanently. Re-add does not restore the original form in place — it opens the Add Form modal so you can name and create a brand-new active form that copies the archived one’s design. The archived item itself stays in the archive, unchanged.
Setting Lead Group Priority
When a visitor is eligible to see forms from more than one Lead Group on the same page, Thrive Leads uses each group’s priority order to decide which one shows. There’s no dedicated settings page for this — on the My Forms page, drag a Lead Group up or down using the handle icon on the left side of its row. Groups higher in the list take priority over the ones below.
Exploring Lead Reports
- Click Lead Reports in the top navigation to open the detailed Reporting Dashboard.
From there you can dig into four reports: Conversion Report (a graph of conversions over time, filterable by Lead Group or form type), Content Marketing Report (which pages or posts are generating the most leads), Lead Referral Report (where your traffic came from before visitors signed up), and List Growth (a cumulative chart of how fast your list is growing). See how to use Lead Reports in Thrive Leads for the full walkthrough of each one.
Advanced Features & Settings
- In the top-right corner, open the Advanced Features and Settings menus for account-wide tools that sit outside any single Lead Group.
Advanced Features includes Asset Delivery (automatically send a file, like a PDF or ebook, to new subscribers), Leads Export (view and export a CSV of every lead Thrive Leads has captured locally), and Smart Links (special links that show or hide specific Lead Groups depending on where the visitor came from — see how to use Smart Links in Thrive Leads for the full guide).
Settings includes Lazy Load Forms (loads form content only after the rest of the page has loaded, to help site speed and Core Web Vitals), Reset Cached Statistics (clears the internal cache and rebuilds your stats if the dashboard numbers look out of sync), and Logs (view or clear system logs for troubleshooting).
Starting a New Form
- In the Choose a form type widget, click a form type to jump straight into building a new form from the dashboard.
- Click Browse All to see every available form type instead of just the one shown by default.
That’s it! You now know how to read every part of the Thrive Leads dashboard. Next, see how to get started with Thrive Leads if you have not built your first form yet.
Frequently Asked Questions
Do the stat cards update in real time?
The cards reflect the impressions and conversions Thrive Leads has recorded for your account. For a breakdown by date range, form, or Lead Group, use Lead Reports instead of the dashboard’s summary cards.
Can I get back to the dashboard from anywhere in Thrive Leads?
Yes. Dashboard is the first item in the top navigation bar inside Thrive Leads, alongside My Forms, Templates, Lead Reports, and Advanced Features.