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Dashboard

The Dashboard provides a real-time overview of your key performance metrics and analytics. Monitor conversations, calls, leads, and revenue at a glance.

Dashboard

Accessing the Dashboard​

The Dashboard is the default view when you open the app. You can also access it by tapping Dashboard in the navigation drawer.

Quick Access Icons​

At the top of the dashboard, you'll find quick access icons with badge counts:

  • Convos - Conversations requiring attention
  • Email - Unread emails
  • Voicemail - New voicemails
  • Leads - Active leads
  • Tasks - Pending tasks

Tap any icon to jump directly to that section.

Available Metrics​

The dashboard displays interactive widgets showing key performance indicators:

Conversation Metrics​

  • Total conversations
  • Open conversations
  • Completed conversations
  • Response times

Messaging Volume​

  • SMS messages sent/received
  • Email volume
  • WhatsApp messages
  • Voicemail count

Call Analytics​

  • Total calls
  • Inbound vs outbound
  • Call duration averages
  • Missed calls

Lead Performance​

  • New leads
  • Lead conversion rates
  • Leads by status
  • Pipeline value

Revenue & Growth​

  • Revenue tracking
  • Growth trends
  • Performance comparisons

Time Period Selection​

View metrics for different time ranges:

  • 30 Days - Last 30 days of activity
  • 90 Days - Last 90 days for trend analysis

Tap the time period selector to switch between views.

Interactive Charts​

Tap on any chart or metric widget to:

  • View detailed breakdowns
  • See trend data over time
  • Drill down into specific categories

Refreshing Data​

  • Pull down on the dashboard to refresh all metrics
  • Data updates automatically when you return to the dashboard
  • Real-time updates for active conversations and calls

Widget Types​

The dashboard includes various visualization types:

  • Summary cards - Key numbers at a glance
  • Line charts - Trends over time
  • Bar charts - Comparative data
  • Progress indicators - Goal tracking

Best Practices​

  • Check the dashboard at the start of each day to understand workload
  • Use 90-day view to identify trends and patterns
  • Monitor lead metrics to track pipeline health
  • Review call analytics to optimize response times