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

# Dashboard & Reports

> Understand your numbers and track your results.

Your dashboard gives you a quick look at how your system is performing. Think of it as your scoreboard — it shows you the numbers that matter.

***

## Understanding Your Dashboard

When you click **Dashboard** in the left sidebar, you'll see widgets (boxes) showing different metrics.

### How to Read the Dashboard

Each widget shows:

* **A number** — The current value (like "152 Outreach Sent")
* **A trend** — Whether the number is going up or down compared to last period
* **A time range** — What period the number covers (this week, this month, etc.)

### Changing the Time Range

At the top of the dashboard, you can change the date range to see:

* **Today**
* **This Week**
* **This Month**
* **Last 30 Days**
* **Custom Range** — Pick any start and end date

***

## Key Numbers to Watch

No matter which system you have (Seller or Agent), these are the numbers that tell you if things are working:

### The Most Important Numbers

| Metric                   | What It Means                               | Why It Matters                      |
| ------------------------ | ------------------------------------------- | ----------------------------------- |
| **Outreach Sent**        | How many leads the AI contacted             | More outreach = more opportunities  |
| **Reply Rate**           | What % of leads responded                   | Shows if your message is resonating |
| **Conversations Active** | How many back-and-forth chats are happening | Shows engagement level              |
| **Calls Booked**         | How many appointments were scheduled        | Direct pipeline progress            |

### What "Good" Numbers Look Like (General Benchmarks)

| Metric         | Below Average | Average | Good  | Great    |
| -------------- | ------------- | ------- | ----- | -------- |
| Reply Rate     | Under 3%      | 3-5%    | 5-10% | Over 10% |
| Call Book Rate | Under 1%      | 1-2%    | 2-5%  | Over 5%  |

> **Note:** These are general benchmarks. Your numbers will depend on your market, lead quality, and the type of outreach you're doing. Don't stress if you're starting low — it takes time to build momentum.

### How to Know If Your System Is Working

Ask yourself these questions weekly:

1. **Are leads replying?** If your reply rate is above 3%, the AI messages are landing.
2. **Are calls getting booked?** If yes, the AI is qualifying well.
3. **Am I closing deals from these calls?** If yes, the system is producing ROI.

If any of these are a "no," check:

* The quality of your lead list (bad data = bad results)
* Your AI's FAQ entries (does it have good answers?)
* The time of day messages go out (business hours work best)

***

## Pipeline-Specific KPIs

Your pipeline dashboard shows how leads move through each stage. See the **Pipeline** section of your system-specific docs (Seller System or Agent System) for detailed KPI breakdowns.

***

## Checking Your Numbers Daily

Here is a quick daily check you can do in 2 minutes:

1. Open the **Dashboard**
2. Set the time range to **Today**
3. Check:
   * How many new outreach messages went out?
   * How many replies came in?
   * Any new calls booked?
4. Switch to **Conversations** and scan for hot leads
5. Switch to **Pipeline** and see if any opportunities moved forward

That's it. Two minutes. Do this every morning and you'll always know where you stand.

<Tip>
  **Video: Reading Your Dashboard** — A walkthrough video will be added here soon.
</Tip>