Understanding Your Dashboard
Navigate the main dashboard and understand your key metrics
Understanding Your Dashboard
The dashboard is your command center for monitoring performance and accessing key features. Let's explore what's available.
Dashboard Sections
Overview Stats
At the top, you'll see key metrics:
- Total Posts - Content published this month
- Engagement - Likes, comments, and shares
- Messages - Conversation count
- Leads - New leads captured
Recent Activity
The activity feed shows:
- Recently published posts
- New messages received
- Lead activities
- Team member actions
Quick Actions
Common tasks are one click away:
- Create new post
- View messages
- Open Canvas Editor
- Check insights
Navigation Sidebar
The sidebar provides access to all features:
Content
- Creatives - Design library
- Prompts - AI prompt templates
- Assets - Digital asset library
Social
- Social Pages - Connected pages
- Social Calendar - Scheduled content
- Campaigns - Marketing campaigns
Communication
- Messenger - Conversations
- Auto-Responder - Automation rules
- AI Personas - Bot personalities
Business
- Leads - Customer leads
- Bookings - Appointments
- Products - Product catalog
Customizing Your View
Filter by Date
Use the date picker to view metrics for:
- Today
- This week
- This month
- Custom range
Switch Companies
If you manage multiple companies:
- Click the company name in the header
- Select a different workspace
- Dashboard updates automatically
Dashboard Tips
- Check daily - Monitor key metrics each morning
- Act on alerts - Address urgent items quickly
- Use quick actions - Save time on common tasks
- Review trends - Compare week-over-week performance