> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/dashboard/dashboard-overview.md).

# Dashboard Overview

### Overview  

The Dashboard gives you a centralized view of your account activity, including wallet balance, campaign performance, channel metrics, conversation analytics, and team attendance. This document explains each section of the Dashboard and how to use it.

{% embed url="<https://app.supademo.com/demo/cmq1to1ty0iguqm6uojzs8x3z?utm_source=link>" %}

### Accessing the Dashboard &#x20;

1. Click the **Dashboard** icon in the left sidebar to view your account overview.<br>

{% embed url="<https://app.supademo.com/demo/cmrugyp8s0015ya0jl53zr2p3?utm_source=link>" %}

2. Click the **Refresh** button to sync and update the latest data counts displayed on the dashboard.<br>

{% embed url="<https://app.supademo.com/demo/cmruh0ue900mswr0jkosvoovm?utm_source=link>" %}

### Wallet &#x20;

The Wallet section shows your available balance and lets you fund your account.

1. View the total amount currently available in your wallet.<br>

{% embed url="<https://app.supademo.com/demo/cmruh34ns02pmuk0j1gneiux8?utm_source=link>" %}

2. Click **History** to view your wallet transaction records.

{% embed url="<https://app.supademo.com/demo/cmruh786x04eeww0j2bznd4v1?utm_source=link>" %}

3. Select a date range from the dropdown to filter wallet history data.

{% embed url="<https://app.supademo.com/demo/cmruhgjwn04ejww0jkxw042rc?utm_source=link>" %}

#### Adding Money to Your Wallet &#x20;

1. Click **Add Money** to fund your wallet account.

{% embed url="<https://app.supademo.com/demo/cmruhn3o203w5vc0jh1xqv2t3?utm_source=link>" %}

2. Enter your desired top-up amount in the input field.
3. Click **Authorize and Pay Securely** to proceed with the payment.

{% embed url="<https://app.supademo.com/demo/cmruhq6yw04elww0jrd8bzss1?utm_source=link>" %}

Once the payment is completed, your wallet balance updates automatically.

### Filtering Dashboard Data by Date &#x20;

1. Click the **Today** dropdown to select your preferred date filter range.
2. Select **Current Year** to view dashboard metrics for the entire year, or choose another available range.<br>

{% embed url="<https://app.supademo.com/demo/cmruhs2n700prwr0j9d0d70ah?utm_source=link>" %}

### Business Impact Summary &#x20;

This section shows the overall effectiveness and profitability of your campaigns.

* **ROI (Return on Investment):** Measures the overall effectiveness and profitability of your campaigns.<br>

{% embed url="<https://app.supademo.com/demo/cmruhu4wo03wkvc0j0w3xnbh1?utm_source=link>" %}

* **Key Performance Metrics:** Includes total conversations handled, messages delivered, overall read count, and average resolution time. These metrics help you monitor engagement and measure the effectiveness of your communication workflows.<br>

{% embed url="<https://app.supademo.com/demo/cmruhv7vq03wnvc0jr36f2khd?utm_source=link>" %}

### Setup Progress &#x20;

1. Click the **down arrow** to view Setup Progress and track the completion status of your configuration steps.<br>

{% embed url="<https://app.supademo.com/demo/cmruhwm4m00pzwr0jvb49xjyo?utm_source=link>" %}

This section shows the status of all setup steps:

* Completed steps are marked in **green**.
* Pending or in-progress steps are highlighted in **red** until completed.<br>

{% embed url="<https://app.supademo.com/demo/cmruhye0e03wpvc0j3quk81uk?utm_source=link>" %}

### Revenue Breakdown &#x20;

Review the revenue breakdown chart to see how revenue is distributed across:

* Campaigns
* Workflows
* CTWA
* Portal<br>

{% embed url="<https://app.supademo.com/demo/cmruicj8b0024vm0jgtq2rqu0?utm_source=link>" %}

### Campaign Performance &#x20;

Campaign performance can be reviewed using the following metrics:

* Messages sent
* Delivery status
* Read receipts
* Delivery failures
* Open rate percentage
* Integration percentage<br>

{% embed url="<https://app.supademo.com/demo/cmruidv6604kbww0j1z3vn26b?utm_source=link>" %}

#### Viewing Detailed Campaign Reports &#x20;

1. Click **View Detailed Report** to access comprehensive campaign performance analytics.
2. This redirects you to the **Campaign Overview** tab, where you can view the **Overall Campaign Analytics** section displaying aggregated performance metrics.<br>

{% embed url="<https://app.supademo.com/demo/cmruifupo04klww0j4o9mufsx?utm_source=link>" %}

### Channel Performance &#x20;

View channel performance using WhatsApp and Instagram channel metrics.

1. Click the **Dashboard** icon in the left sidebar to view the dashboard.<br>

{% embed url="<https://app.supademo.com/demo/cmruiihio02r0uk0j9x1vbcps?utm_source=link>" %}

2. Click the **dropdown arrow** to expand Channel Performance details and metrics.<br>

{% embed url="<https://app.supademo.com/demo/cmruijuko02r4uk0j6hohcxnu?utm_source=link>" %}

#### WhatsApp Channel &#x20;

You can view detailed performance metrics in the WhatsApp channel card.

1. Click the **account icon** to access your profile and settings options.<br>

{% embed url="<https://app.supademo.com/demo/cmruilenm04knww0jxogobj4y?utm_source=link>" %}

#### WhatsApp Chat Widget &#x20;

1. Click the **WhatsApp chat widget** icon.<br>

{% embed url="<https://app.supademo.com/demo/cmruiml9902r6uk0jo833lb9m?utm_source=link>" %}

2. Click **Create WhatsApp Chat Widget** to set up your chat integration.<br>

{% embed url="<https://app.supademo.com/demo/cmruio3kh02r8uk0jp4rq6j7d?utm_source=link>" %}

#### WhatsApp Channel Link / QR Code &#x20;

1. Click the **link icon** to generate a shareable WhatsApp channel link or QR code.<br>

{% embed url="<https://app.supademo.com/demo/cmruipaql006avm0jj38ak921?utm_source=link>" %}

2. Click **Create a Custom WhatsApp Link** to generate a personalized WhatsApp URL or QR code.<br>

{% embed url="<https://app.supademo.com/demo/cmruiqodh04l3ww0jlub881l1?utm_source=link>" %}

#### WhatsApp Analytics &#x20;

1. Click the **analytics icon** to view detailed WhatsApp channel performance metrics.<br>

{% embed url="<https://app.supademo.com/demo/cmruis2is02rmuk0jhp066kti?utm_source=link>" %}

2. Review the **Conversation Cost Data** chart to analyze marketing, utility, authentication, and service expenses.<br>

{% embed url="<https://app.supademo.com/demo/cmruithdp04l5ww0jmc18vz0o?utm_source=link>" %}

3. Review the **Conversation Count Data** chart to view detailed conversation analytics and performance metrics.<br>

{% embed url="<https://app.supademo.com/demo/cmruj04xv0001xx0jdozxshs3?utm_source=link>" %}

3. Select **Current Month** to filter conversation data for the current month.<br>

{% embed url="<https://app.supademo.com/demo/cmruj1fhl006hvm0j60n3lul3?utm_source=link>" %}

4. Review the conversation history, which includes customer name, phone number, conversation type, cost, and timestamp.<br>

{% embed url="<https://app.supademo.com/demo/cmruj3x3204l7ww0j12jv9mbm?utm_source=link>" %}

### Instagram Channel &#x20;

1. Click the **Dashboard** icon to access the main dashboard view.
2. View the **Instagram** card to see engagement and reach metrics.
3. View the Instagram account name for easy identification.<br>

{% embed url="<https://app.supademo.com/demo/cmruj5gpr03ztvc0j830q18nn?utm_source=link>" %}

4. Click the **team icon** to view account management options for Instagram.
5. View the account ID.
6. Click the **Settings** icon to navigate to the Instagram Channel tab.<br>

{% embed url="<https://app.supademo.com/demo/cmruj9p0d0403vc0j9ajzpe90?utm_source=link>" %}

### Conversation AI Tags &#x20;

Use Conversation AI Tags to view and manage conversation categorization settings.

1. Click **View AI Tags Settings** to configure your conversation tagging preferences. This navigates you to the **Conversation AI Tags** tab.<br>

{% embed url="<https://app.supademo.com/demo/cmrujbegk000dst0ix5kys3it?utm_source=link>" %}

#### Response Performance Analytics &#x20;

1. Click **Response Performance Analytics** to view agent and bot performance metrics.<br>

{% embed url="<https://app.supademo.com/demo/cmrujdysp02rzuk0jbzyn7vwc?utm_source=link>" %}

#### Agent Performance &#x20;

1. Explore the **Agent Performance Analysis** table to review individual agent metrics and resolution rates.<br>

{% embed url="<https://app.supademo.com/demo/cmrujew5a040cvc0jrhpo2e4w?utm_source=link>" %}

2. Click the **expand icon** to view detailed agent performance analytics.<br>

{% embed url="<https://app.supademo.com/demo/cmrujh75o04muww0j4cf590qg?utm_source=link>" %}

3. View and analyze individual user response data separately.<br>

{% embed url="<https://app.supademo.com/demo/cmrujig8r02sbuk0j339nfcej?utm_source=link>" %}

### Bot Performance &#x20;

1. View the **Bot Performance Analysis** section to review detailed bot activity metrics.<br>

{% embed url="<https://app.supademo.com/demo/cmrujkcz100w9vm0jl8tvg6tm?utm_source=link>" %}

2. Click the expand icon to view detailed analytics for bot performance.
3. View and analyze individual bot responses to evaluate bot performance and user engagement.<br>

{% embed url="<https://app.supademo.com/demo/cmrujle3t00wbvm0jlmbrll1u?utm_source=link>" %}

#### Attendance Scorecard &#x20;

The Attendance Scorecard section lets you monitor employee check-ins and track activity data.<br>

{% embed url="<https://app.supademo.com/demo/cmrujnhde02shuk0joc4uvt3u?utm_source=link>" %}

1. Monitor personal and team attendance activity, including:

* User status
* Check-in time
* Check-out time
* Active time
* Break time
* Last activity
* Performed actions<br>

{% embed url="<https://app.supademo.com/demo/cmrujogwd02sjuk0j8dl8nh22?utm_source=link>" %}

2. Click the **analytics bar chart icon** to view detailed attendance reports.
3. View the **Daily Activity Breakdown** chart, which shows active versus idle hours per day.<br>

{% embed url="<https://app.supademo.com/demo/cmrujqin900xevm0j2lediv98?utm_source=link>" %}

### Summary &#x20;

| **Section**                    | **What You Can Do**                                     |
| ------------------------------ | ------------------------------------------------------- |
| Wallet                         | View balance, view history, add money                   |
| Date Filter                    | Filter dashboard data by date range                     |
| Business Impact Summary        | Review ROI and key engagement metrics                   |
| Setup Progress                 | Track completion of configuration steps                 |
| Revenue Breakdown              | View revenue distribution by source                     |
| Campaign Performance           | Review campaign metrics and detailed reports            |
| Channel Performance            | View WhatsApp and Instagram metrics, widgets, and links |
| Conversation AI Tags           | Manage conversation tagging settings                    |
| Response Performance Analytics | Review agent and bot performance                        |
| Attendance Scorecard           | Monitor team check-ins and activity                     |