Dashboard & Analytics Feature¶

Overview¶

The Dashboard (/dashboard) is the central command center of ConnectGain, providing real-time insights, metrics, and customizable widgets to monitor your business performance at a glance. It serves as the primary interface for tracking communication metrics, sales performance, task completion, and contact growth.

Your command centre: conversation, sales and task metrics on one screen.

On this page: Features · Use Cases · Test Cases · API Integration · Best Practices · Troubleshooting

Features¶

1. Communication Metrics Widgets¶

Incoming Messages: - Real-time count of messages received across all channels - Channel breakdown (WhatsApp Lite, WhatsApp Cloud, Facebook Messenger, Instagram) - Click-through to channel settings - Date range filtering (Today, Yesterday, This Week, This Month, Custom Range) - Comparison with previous period - Percentage change indicators

Ongoing Conversations: - Every conversation that is still open, split into New (opened in the selected period) and Older (opened before the period began and still open) - Real-time updates - Period-over-period comparison of the new conversations - Visual trend indicators

Conversations from new contacts: - Conversations opened in the selected period by someone who became a contact in that same period — first-time customers reaching out - Shown on the dashboard by default; hide it like any other widget - Compared with the previous period

Unread Conversations: - Conversations with unread messages - Open conversations only — closing a conversation removes it from this count straight away, even if it still holds an unread message - SLA tracking - Priority indicators - Quick action buttons

Online Agents: - Count and list of agents currently online - At-a-glance team availability - Click the card to open the full team list, with who is online and who is offline and when each person was last seen

Median Reply Time: - Average response time across team - Performance benchmarking - Historical trends

Longest Awaiting Reply: - Oldest unresponded conversation - Urgency indicators - Direct link to conversation

2. Sales & Deals Widgets¶

Won Leads: - Successfully closed deals - Value tracking - Period comparison - Conversion metrics

Active Leads: - Deals in pipeline - Stage breakdown - Value aggregation

Lead Sources: - Shows the Source values actually recorded on your contacts and deals — including any custom source you've typed in on a contact or deal, not just the built-in defaults — alongside your connected channels - Origin tracking for leads - Channel attribution

Active Deals: - Current pipeline value - Deal count - Total value

3. Tasks & Contacts Widgets¶

Tasks Overview: - Task completion metrics - Overdue tasks count - Completion rate - Priority breakdown

Total Companies: - Company database size - Growth tracking

Total Contacts: - Contact database size - Growth metrics - Period comparison

Upcoming Meetings: - Next scheduled meetings / bookings - Quick view of what's coming up

4. Custom Widgets¶

Create Custom Metrics: - Build personalized widgets - Query any database table - Pick the field to measure from a list of that table's real fields (no more typing a field name by hand, so a mistyped one can't be saved) - Aggregation options (Count, Sum, Average, Min, Max) - Format options (Number, Currency, Percentage, Time Duration) - Custom positioning - Show/hide controls

5. Performance Charts¶

4-Week Performance Overview: - Visual trend analysis - Conversations over time - Deals closed tracking - New contacts growth - Interactive charts

6. Recent Activity Feed¶

Live Activity Stream: - Latest platform events - New messages - Deal updates - New contacts - Clickable items for quick navigation - Time-ago indicators

7. Free Plan Upgrade Card¶

If your workspace is on the Free plan, the dashboard includes a card highlighting a few paid-plan capabilities (like Call Intelligence, Bot Flows and Social Media) with a link to Pricing to see the full comparison. You can dismiss it for the current session; it reappears the next time you visit so it doesn't get lost, but it never blocks or rearranges your other widgets. It disappears entirely once the workspace is on a paid plan.

8. Dashboard Customization¶

Drag-and-Drop Widgets: - Reorder predefined widgets - Hide/Show widgets - Customize visible metrics

Date Range Selection: - Today, Yesterday, This Week, This Month - Custom date range picker - Saved preferences

Filter by agent: - Use the agent filter next to the date range to show the whole team's figures, one agent's, or several agents' together — pick as many as you need - Leave it empty to see everyone - It applies to the widgets, the performance chart and the recent activity feed; Online Agents always shows the whole team, and widgets you built yourself are not filtered - Your choice is remembered while you stay in the same browser tab - The filter is hidden when your organization limits you to your own data (see below)

Your own data only: - An admin can limit agents to their own figures. Their dashboard then counts only the conversations assigned to them and the deals, tasks and contacts they own, and conversations that nobody has picked up yet are not counted - Owners and admins always see the whole team

Locked layout: - An admin can lock the dashboard layout for agents. Agents then see the standard dashboard and cannot reorder, hide, add, edit or delete widgets, and the Add Widget button is not shown. Whatever they arranged before is kept and comes back if the lock is removed - Owners and admins can always customize their own dashboard

Both options are in Settings → Organization and are off by default. See Settings.

Widget Management: - Add, edit, delete custom widgets - Widget positioning - Widget visibility controls

Use Cases¶

Use Case 1: Daily Performance Monitoring¶

Scenario: A sales manager wants to monitor daily team performance.

Steps: 1. Open Dashboard 2. Set date range to "Today" 3. View widget metrics: - Incoming Messages (target: < 10) - Unread Conversations (target: 0) - Active Leads (target: > 20) - Tasks Completed (target: > 5) 4. Review recent activity feed 5. Check performance charts for trends

Expected Outcome: Manager sees real-time performance metrics and can identify areas needing attention.

Use Case 2: Weekly Team Review¶

Scenario: Team lead conducts weekly performance review.

Steps: 1. Open Dashboard 2. Set date range to "Last 7 days" 3. Review all widget metrics 4. Analyze performance charts 5. Export metrics report 6. Share with team

Expected Outcome: Team lead has comprehensive weekly performance data for team meeting.

Use Case 3: Custom Metric Tracking¶

Scenario: Business wants to track custom metric (e.g., high-value deals).

Steps: 1. Open Dashboard 2. Click "Add Widget" 3. Select "Custom Widget" 4. Configure query: - Table: deals - Filter: value > 10000 - Aggregation: COUNT 5. Set title: "High-Value Deals" 6. Save widget 7. Position widget on dashboard

Expected Outcome: Custom metric displayed on dashboard and tracked over time.

Use Case 4: Executive Dashboard¶

Scenario: Executive needs high-level overview of business metrics.

Steps: 1. Configure dashboard with key widgets: - Total Contacts - Active Deals - Won Leads - Total Revenue 2. Hide detailed widgets 3. Set default view 4. Share dashboard link

Expected Outcome: Executive has clean, focused dashboard with key metrics.

Test Cases¶

Test: Verify widgets display correct data

Steps: 1. Open Dashboard 2. Verify each widget displays data 3. Check data accuracy against source tables 4. Verify date range filtering works

Expected Result: All widgets display accurate, up-to-date data

Test Data: - Create test contacts, deals, conversations - Verify widget counts match actual data

Test: Verify widget customization functionality

Steps: 1. Click "Add Widget" 2. Select widget type 3. Configure widget settings 4. Save widget 5. Drag widget to new position 6. Hide widget 7. Show hidden widget 8. Delete widget

Expected Result: Widget customization works correctly

Test Case 3: Date Range Filtering¶

Test: Verify date range filtering

Steps: 1. Set date range to "Today" 2. Verify widget data updates 3. Set date range to "Last 7 days" 4. Verify widget data updates 5. Set custom date range 6. Verify widget data updates

Expected Result: All widgets correctly filter by selected date range

Test Case 4: Performance Charts¶

Test: Verify performance charts display correctly

Steps: 1. Open Dashboard 2. Verify charts render 3. Check chart data accuracy 4. Change date range 5. Verify charts update 6. Test different chart types

Expected Result: Charts display accurate data and update correctly

Test Case 5: Recent Activity Feed¶

Test: Verify recent activity feed

Steps: 1. Perform various actions (send message, create deal, etc.) 2. Open Dashboard 3. Verify activities appear in feed 4. Check activity timestamps 5. Verify activity details

Expected Result: Activity feed shows recent activities in real-time

Test Case 6: Real-time Updates¶

Test: Verify dashboard updates in real-time

Steps: 1. Open Dashboard 2. Note current widget values 3. Perform action (create contact, send message) 4. Verify widgets update automatically 5. Check activity feed updates

Expected Result: Dashboard updates in real-time without refresh

Test: Verify custom widget creation

Steps: 1. Click "Add Widget" → "Custom" 2. Pick a source table 3. Choose an aggregation (Count, Sum, Average, Min, Max) 4. Set title and format 5. Save widget 6. Verify widget displays correct data 7. Edit widget 8. Delete widget

Expected Result: Custom widgets can be created, edited, and deleted

Test Case 8: Dashboard Persistence¶

Test: Verify dashboard configuration persists

Steps: 1. Configure dashboard layout 2. Add/remove widgets 3. Set date range 4. Refresh page 5. Verify configuration persists 6. Log out and log back in 7. Verify configuration persists

Expected Result: Dashboard configuration persists across sessions

Test Case 9: Multi-User Dashboard¶

Test: Verify dashboard works for multiple users

Steps: 1. User A configures dashboard 2. User B logs in 3. Verify User B sees default dashboard 4. User B configures dashboard 5. Verify User A's dashboard unchanged 6. Verify User B's dashboard saved

Expected Result: Each user has independent dashboard configuration

Test Case 10: Performance with Large Datasets¶

Test: Verify dashboard performance with large data

Steps: 1. Import 10,000+ contacts 2. Create 1,000+ deals 3. Create 5,000+ conversations 4. Open Dashboard 5. Measure load time 6. Verify widgets load correctly 7. Test date range filtering performance

Expected Result: Dashboard loads within acceptable time (< 3 seconds)

API Integration¶

The dashboard is configured in the app (see Features) and is not exposed through the API. To build your own dashboards, pull the underlying records through the REST API proxy — see the API reference.

Best Practices¶

Widget Organization
Group related widgets together
Place most important widgets at top
Limit to 12-15 widgets for performance
Date Range Selection
Use "Today" for daily monitoring
Use "Last 7 days" for weekly reviews
Use "Last 30 days" for monthly analysis
Custom Widgets
Keep queries simple and optimized
Use appropriate aggregations
Test queries before creating widgets
Performance
Hide unused widgets
Use date range filtering to limit data
Refresh dashboard periodically
Sharing
Export dashboard reports for stakeholders
Use screenshots for presentations
Share dashboard links for real-time access

Troubleshooting¶

Widgets Not Loading¶

Issue: Widgets show loading state indefinitely

Solutions: - Check database connection - Verify the selected table and aggregation for custom widgets - Check date range validity - Refresh page

Incorrect Data¶

Issue: Widget shows incorrect data

Solutions: - Verify date range selection - Check organization filter - Verify the table and aggregation chosen for custom widgets - Check data in source tables

Performance Issues¶

Issue: Dashboard loads slowly

Solutions: - Reduce number of widgets - Use date range filtering - Optimize custom widget queries - Check database indexes