Dashboards & Insights

📊 Dashboards

🏠 Default Dashboard

The main dashboard shows you:

• Key numbers at a glance 🔢
• What happened recently
• Quick stats
• Trend graphs 📈

ℹ️ Metric Tile Tooltips

On dashboard metric tiles, you can hover the info icon next to a metric label to see a short description of what that number means.

• Use tooltips to quickly confirm metric definitions without leaving the dashboard

🎨 Custom Dashboards

Make your own dashboards:

1. Go to Analytics → Dashboards
2. Click Create Dashboard
3. Add widgets (little info boxes)
4. Arrange them however you like
5. Save your dashboard ✅

🧩 Dashboard Widgets

Widget	Shows
KPI Card	One number with a trend arrow 📈
Line Chart	A number over time
Bar Chart	Compare different values side by side
Pie Chart	How something is split up 🥧
Heatmap	Day and time performance with colors 🎨
Table	A detailed list of data
Leaderboard	Rankings from best to worst 🏆

🔍 Filtering & Segmentation

🎛️ Filter Options

Slice your data in different ways:

Filter	Description
Date Range	Pick a time period 📅
Case Type	Filter by what kind of case it is
Status	Filter by case status
Assigned User	Filter by team member 👤
Campaign	Filter by a specific campaign 📣
Source	Filter by where the lead came from

💾 Saved Filters

Save filter combos you use a lot:

1. Set up your filters
2. Click Save Filter
3. Give it a name
4. Find it later in the filter menu 🔍

🎯 Benchmarking

📊 Performance Benchmarks

Compare your numbers to:

Benchmark	Description
Historical	How you did in the past 🕰️
Goals	Targets you've set for yourself 🎯
Trends	Whether things are going up or down 📈📉

🏁 Setting Goals

Set targets for the numbers that matter:

1. Go to Settings → Goals
2. Pick a metric
3. Set your target number 🎯
4. Choose a time period
5. Watch your progress on the dashboard

🔔 Alerts & Notifications

⚠️ Performance Alerts

Get a heads-up when something big changes:

Alert Type	Trigger
Success Rate Drop	When it falls below a number you set 📉
High Opt-Out Rate	When an unusual number of people unsubscribe 🚫
Budget Threshold	When you're getting close to your spending limit 💰
Negative Sentiment Spike	When clients suddenly seem unhappy 😟

🛠️ Setting Up Alerts

1. Go to Analytics → Alerts
2. Click Create Alert
3. Pick the metric you want to watch
4. Set the condition and the number that triggers it
5. Choose how you want to be notified 📲
6. Save ✅

🌟 Best Practices

• Check often — Look at your analytics at least once a week 📅
• Set baselines — Know your starting numbers so you can track improvement
• Watch trends — Look for patterns over time, not just single days 📈
• Act on what you see — Use the data to make your campaigns better 🚀
• Share reports — Keep your team and stakeholders in the loop 👥
• Test and improve — Use analytics to try new things and see what works 🧪
• Watch costs — Make sure usage stays within your budget 💰
• Slice your data — Break things down by case type, source, and more to find hidden insights 🔍