> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# The Dashboard

> Agent Metrics and Lead Metrics, what each KPI counts, the date filter, and where the reports live.

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

Dashboard is the only page in this section with a sidebar entry: one band of KPI cards for what your AI agents did, one for where your leads stand, a date range, and a menu into the four reports the rest of this section covers.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Overview<span className="pl-path__sep">→</span>Dashboard</span></div>
  </div>

  <div className="pl-availability__note">If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.</div>
</div>

The route carries no permission guard, so every role in the workspace can open it. What it links out to is a different matter. See the note below.

At the top, a banner puts your workspace's name in its headline, or **your business** when the workspace has no name saved. Its **Start New Lead Search** button goes somewhere most readers do not expect: the legacy **Google My Business** page, which sits in a **Legacy** sidebar group that stays hidden unless a sysadmin turns it on for your workspace. Everything below the banner and the date picker is metrics.

## Agent Metrics

The eyebrow reads **Performance**. Six cards sit under it: **Total Responses**, **Positive Responses**, **Real Responses**, **Meetings Scheduled**, **Sales Generated** and **Revenue Generated**. They cover the date range you picked.

Every card carries a trend badge: the percent change against a window of the same length ending immediately before your range, green with an arrow up, red with an arrow down, or grey with no arrow when the number did not move. Hover it for **Versus previous period**. Two edges are worth knowing: if the previous window was zero and this one is not, the badge always reads 100%, and if both were zero it reads a flat 0%.

**Total Responses**, **Positive Responses** and **Real Responses** each add a caption for what share of contacted leads they represent. **Meetings Scheduled** says **Booked in selected period**. **Positive Responses** is the only card with a button: **View in inbox** opens the inbox already filtered to replies scored 60 or higher, the same threshold the card itself counts against.

**Sales Generated** and **Revenue Generated** each carry an info icon instead: sales are counted only when you manually move a lead to the **Converted** stage, and revenue is the deal value you type in every time you do. Neither is inferred from anything else the product tracks.

<Screenshot id="analytics/dashboard--agent-metrics" url="/dashboard" alt="Six KPI cards: Total Responses, Positive Responses, Real Responses, Meetings Scheduled, Sales Generated and Revenue Generated, each showing a value, a trend badge and a caption" caption="Sales Generated and Revenue Generated are the two cards with an info icon. Neither number is inferred, both are typed in by hand." />

Below the cards, **Daily Performance** plots the same six metrics day by day over the range, with revenue on its own axis on the right because it is not measured in the same units as the rest. **Click any series in the legend to show or hide it.** When the range holds no activity (no days returned at all, or every value on every series zero), the chart is replaced by **No activity in the selected period** rather than empty axes.

## Lead Metrics

The eyebrow changes to **Pipeline**, and this band ignores the date range entirely. It is the state of your whole pipeline as it stands now. The counts do not move when you change **From** and **To**.

**Conversion Funnel** draws four of the six pipeline stages, in order: **Contacted**, **Opportunity**, **Meeting Scheduled**, **Converted**. **Untouched** and **Closed** are not drawn. Each stage shows its count and a percentage, with an arrow between stages carrying the conversion rate into that stage from the one before it.

Read that percentage carefully. It is the stage's share of *every* lead in your pipeline, untouched and closed leads included (not its share of the four stages drawn), so the four figures will not add up to 100%. The chip in the funnel's corner counts every lead in every stage, which is the same total as **Total leads** on the card beside it. With no leads at all, the funnel is replaced by **No leads yet**.

**Pending to Contact** is where untouched leads show up: a radial gauge with the untouched count in the middle and the share of all your leads underneath, then **Total leads** and **Contacted** splitting the pipeline in two, and a **View pipeline** button that opens <UiPath>Leads → Prospects</UiPath> in its funnel view.

<Screenshot id="analytics/dashboard--lead-metrics" url="/dashboard" alt="The Lead Metrics band: a four-stage Conversion Funnel next to the Pending to Contact card, a radial gauge with the untouched count in the middle" caption="The funnel draws four stages but counts six, which is why its percentages do not sum to 100." />

Once nothing is left untouched, **Pending to Contact** swaps that caption for **You're all caught up**, telling you every lead has been contacted.

## The date range

The button above both bands opens a menu of six presets: **Today**, **Yesterday**, **Last 7 days**, **Last 30 days**, **This month**, **Last month**. It then shows whichever one you picked. **From** and **To** next to it take anything else, and the button reads **Custom Range** when your dates match no preset. The page opens on **Last 7 days**.

The range drives Agent Metrics only: the six cards, their trend badges and **Daily Performance**. Lead Metrics is not filtered by it.

Set **From** and **To** further apart than the picker likes and both fields turn red and **Maximum date range is 30 days** appears under **From**. Read it as a warning, not a limit: the dashboard reloads with the range you picked anyway. No preset can trip it. Even the widest one, a whole long month, comes in under the line.

## The four reports

Next to the picker, **Analytics** opens a menu of the four reports this section covers: [Campaigns Report](/en/analytics/campaigns-report), [Senders Health](/en/analytics/senders-health-report), and [Engagement Report and Clicks Report](/en/analytics/engagement-and-clicks-reports). The reports were taken out of the sidebar and none of them has an entry there any more, so this menu is where they went. It is the only place all four are listed together. Individual reports are still linked from the screens they are about.

<Screenshot id="analytics/dashboard--analytics-menu" url="/dashboard" alt="The Analytics button's menu open, listing Campaigns Report, Senders Health, Engagement Report and Clicks Report" caption="The reports were taken out of the sidebar; this menu is where they went." />

<Note>
  The menu lists all four reports to everyone, but each report route checks a
  permission of its own, and so do this page's other buttons: **View in inbox**,
  **View pipeline** and **Start New Lead Search**. Pick one your role cannot open
  and you land back on the Dashboard with no message. If a report or a link keeps
  bouncing you here, it is your role, not a bug.
</Note>

For exactly what every KPI on this page counts, see [Metrics glossary](/en/analytics/metrics-glossary).

## Related

<CardGroup cols={2}>
  <Card title="Metrics glossary" icon="book-open" href="/en/analytics/metrics-glossary">
    What every number in the dashboard and the reports actually counts, and which ones you have to fill in yourself.
  </Card>

  <Card title="Campaigns Report" icon="send" href="/en/analytics/campaigns-report">
    Pick a date range, campaign and tags, generate the report, and read the deliverability, open, reply and click rates.
  </Card>

  <Card title="Activity Monitor" icon="activity" href="/en/analytics/activity-monitor">
    A live feed of everything your workspace does, filtered by type, company, lead or date.
  </Card>

  <Card title="Filters, tags and the reply score" icon="sliders-horizontal" href="/en/inbox/filters-and-reply-score">
    Search, tag and unread filters, hiding automatic replies, and filtering by the AI reply score.
  </Card>
</CardGroup>