Dashboards & Insights
📊 Dashboards
🏠 Default Dashboard
The main dashboard shows you:
- Key numbers at a glance 🔢
- What happened recently
- Quick stats
- Trend graphs 📈
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:
- Go to Analytics → Dashboards
- Click Create Dashboard
- Add widgets (little info boxes)
- Arrange them however you like
- Save your dashboard ✅
| 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:
- Set up your filters
- Click Save Filter
- Give it a name
- Find it later in the filter menu 🔍
🎯 Benchmarking
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:
- Go to Settings → Goals
- Pick a metric
- Set your target number 🎯
- Choose a time period
- Watch your progress on the dashboard
🔔 Alerts & Notifications
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
- Go to Analytics → Alerts
- Click Create Alert
- Pick the metric you want to watch
- Set the condition and the number that triggers it
- Choose how you want to be notified 📲
- 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 🔍