Overview
The Dashboard is your home screen — the first item in the sidebar (/). It
is built from widgets (one tile each on the dashboard). Until you change it, you
see the built-in Overview layout described below. You can rearrange it or
build your own with custom dashboards.
Time to complete: ~5 minutes · Difficulty: Beginner · The default period is Last 7 days.
Before you start
- Every role — Owner, Admin, Manager, Agent, and Viewer — can open the Dashboard.
- Until workspace setup is finished, new members go through onboarding first and may see a setup checklist beside the dashboard. See the onboarding checklist.
Choose a period
Pick a quick period
Use the period selector at the top: Last 7 days, Last 30 days, This
month, or Last month.
Or set a custom range
Use the date-range picker next to it. Dates before your workspace was created
are greyed out. Your choice is saved in the page address (URL), so you can
bookmark a view.
What the Overview layout shows
Key metrics
Key metrics
Four tiles: Active Conversations (with a breakdown per
channel),
Opt-out Rate (the share of people who asked to stop receiving messages),
Reply Rate, and AI vs Human (AI Handled vs Human Handled
conversations). Tiles show the change from last period.
Campaign Performance Overview
Campaign Performance Overview
A chart of Sent, Delivered, Failed, Replied, and Opt-out
across your campaigns in the period.
Recent Inbox
Recent Inbox
Your latest conversations, filterable by All, SMS, or Email, with
a Quick reply… box right there. View All Messages opens the
Inbox.
Opt-out & Unsubscribe Trends
Opt-out & Unsubscribe Trends
Opt-outs over time, by channel.
Channel Subscriptions & Engagement
Channel Subscriptions & Engagement
Two breakdowns: Channel Subscriptions (subscribers per channel) and
Message Engagement (Read & Replied, Read & No Reply, Unread,
Read & Opt Out). For SMS, “read” is estimated from “delivered” because
phone carriers don’t report when a text is read.
Poll Insights
Poll Insights
Total Polls, Total Responses, Avg Response Rate, and Top
Performing Poll, plus the answer breakdown for the poll
you select.
Web Form Performance Overview
Web Form Performance Overview
Total Web Forms, Total Clicks, Unique Visitors, and Conversion
Rate. Below them, a Conversion Funnel (Viewed → Unique Views →
Submitted → Joined) for the web form you select.
Traffic Source Analytics credits the last place a visitor came from
before they submitted.
Link Performance
Link Performance
Total Clicks, Unique Clicks, Active Links, and Click-Through
Rate (the share of people who clicked) for your
tracked links. It also shows Top Performers
(top campaign, link, device, country, and browser) and Recent Link
Activity.
Add more widgets
Click Customize to add widgets that aren’t in the Overview layout: Unread Conversations, Appointments Today, Quick Actions, Usage Snapshot, and Setup Progress. You can also create several dashboards, set a default, and share them — see Custom dashboards.The Dashboard is a snapshot of engagement. For leads, revenue, appointments,
delivery problems, and a CSV export, use Analytics reports.
FAQ
Where do I see cost or spend?
Where do I see cost or spend?
Not on the Dashboard. Cost is on individual
campaigns, estimated send cost and ROI are in
Analytics reports, and charges are under
Wallet & billing. The Usage Snapshot widget shows
remaining SMS and email credits if your
role can view billing.
Can I change what the Dashboard shows?
Can I change what the Dashboard shows?
Yes. Click Customize to add, remove, resize, and reorder widgets. See
Custom dashboards.
Why is my teammate's Dashboard different from mine?
Why is my teammate's Dashboard different from mine?
Dashboards are personal unless shared. Each person can customize their own
and choose their own default.
Troubleshooting
A widget says “Failed to load …”
A widget says “Failed to load …”
Click Retry on the widget. Other widgets load on their own, so they are
not affected.
A widget says “You don't have permission to view this widget.”
A widget says “You don't have permission to view this widget.”
Your role doesn’t include that data. Ask an Owner or Admin to adjust your
role, or remove the widget.
A tile shows “No reading available for this period”
A tile shows “No reading available for this period”
There isn’t enough activity in the selected period. Try a longer period.
Custom dashboards
Build and share your own layouts.
Analytics reports
Workspace-wide reports and CSV export.