> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocampaign.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Your home screen: conversations, campaigns, opt-outs, polls, web forms, and link clicks at a glance.

## 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](/analytics/custom-dashboards).

<Info>
  **Time to complete:** \~5 minutes  ·  **Difficulty:** Beginner  ·  The default period is **Last 7 days**.
</Info>

## Before you start

* Every [role](/getting-started/glossary#role) — **Owner**, **Admin**,
  **Manager**, **Agent**, and **Viewer** — can open the Dashboard.
* Until [workspace](/getting-started/glossary#workspace) setup is finished, new
  [members](/getting-started/glossary#member) go through onboarding first and
  may see a setup checklist beside the dashboard. See the
  [onboarding checklist](/getting-started/onboarding-checklist).

## Choose a period

<Steps>
  <Step title="Pick a quick period" icon="calendar">
    Use the period selector at the top: **Last 7 days**, **Last 30 days**, **This
    month**, or **Last month**.
  </Step>

  <Step title="Or set a custom range" icon="calendar-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.
  </Step>
</Steps>

The period applies to every analytics widget on the dashboard.

## What the Overview layout shows

<AccordionGroup>
  <Accordion title="Key metrics" icon="chart-simple">
    Four tiles: **Active Conversations** (with a breakdown per
    [channel](/getting-started/glossary#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**.
  </Accordion>

  <Accordion title="Campaign Performance Overview" icon="paper-plane">
    A chart of **Sent**, **Delivered**, **Failed**, **Replied**, and **Opt-out**
    across your [campaigns](/getting-started/glossary#campaign) in the period.
  </Accordion>

  <Accordion title="Recent Inbox" icon="inbox">
    Your latest conversations, filterable by **All**, **SMS**, or **Email**, with
    a **Quick reply...** box right there. **View All Messages** opens the
    [Inbox](/inbox/overview).
  </Accordion>

  <Accordion title="Opt-out & Unsubscribe Trends" icon="ban">
    Opt-outs over time, by channel.
  </Accordion>

  <Accordion title="Channel Subscriptions & Engagement" icon="chart-pie">
    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.
  </Accordion>

  <Accordion title="Poll Insights" icon="square-poll-vertical">
    **Total Polls**, **Total Responses**, **Avg Response Rate**, and **Top
    Performing Poll**, plus the answer breakdown for the [poll](/campaigns/polls)
    you select.
  </Accordion>

  <Accordion title="Web Form Performance Overview" icon="link-simple">
    **Total Web Forms**, **Total Clicks**, **Unique Visitors**, and **Conversion
    Rate**. Below them, a **Conversion Funnel** (**Viewed → Unique Views →
    Submitted → Joined**) for the [web form](/campaigns/join-links) you select.
    **Traffic Source Analytics** credits the last place a visitor came from
    before they submitted.
  </Accordion>

  <Accordion title="Link Performance" icon="link">
    **Total Clicks**, **Unique Clicks**, **Active Links**, and **Click-Through
    Rate** (the share of people who clicked) for your
    [tracked links](/campaigns/text-links). It also shows **Top Performers**
    (top campaign, link, device, country, and browser) and **Recent Link
    Activity**.
  </Accordion>
</AccordionGroup>

## 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](/analytics/custom-dashboards).

<Note>
  The Dashboard is a snapshot of engagement. For leads, revenue, appointments,
  delivery problems, and a CSV export, use [Analytics reports](/analytics/reports).
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Where do I see cost or spend?">
    Not on the Dashboard. Cost is on individual
    [campaigns](/analytics/campaign-analytics), estimated send cost and ROI are in
    [Analytics reports](/analytics/reports), and charges are under
    [Wallet & billing](/billing/wallet-billing). The **Usage Snapshot** widget shows
    remaining SMS and email [credits](/getting-started/glossary#credits) if your
    role can view billing.
  </Accordion>

  <Accordion title="Can I change what the Dashboard shows?">
    Yes. Click **Customize** to add, remove, resize, and reorder widgets. See
    [Custom dashboards](/analytics/custom-dashboards).
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="A widget says “Failed to load …”">
    Click **Retry** on the widget. Other widgets load on their own, so they are
    not affected.
  </Accordion>

  <Accordion title="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](/getting-started/users-roles), or remove the widget.
  </Accordion>

  <Accordion title="A tile shows “No reading available for this period”">
    There isn't enough activity in the selected period. Try a longer period.
  </Accordion>
</AccordionGroup>

<CardGroup cols={2}>
  <Card title="Custom dashboards" icon="table-cells-large" href="/analytics/custom-dashboards">
    Build and share your own layouts.
  </Card>

  <Card title="Analytics reports" icon="chart-mixed" href="/analytics/reports">
    Workspace-wide reports and CSV export.
  </Card>
</CardGroup>