Insights Dashboard

Overview

The Insights Dashboard provides a comprehensive view of your outreach performance, customer metrics, and expansion opportunities.

Dashboard Overview with key metrics and visualizations

Key Metrics

The dashboard displays essential metrics at a glance:

Metric	Description
Total Customers	Number of imported customers
Total Revenue	Sum of customer spend
Emails Sent	Count of outreach emails
Reply Rate	Percentage of replies received
High Value Count	Customers with high priority

Visualizations

Outreach Pipeline

A horizontal bar chart showing your outreach funnel:

Not Contacted  ████████████████████████  150
Initial Sent   ████████████░░░░░░░░░░░░   75
Follow-up      ██████░░░░░░░░░░░░░░░░░░   35
Reply Received ████░░░░░░░░░░░░░░░░░░░░   25
Active Conv.   ██░░░░░░░░░░░░░░░░░░░░░░   12

Use this to track progression through your outreach stages.

Priority Distribution

A donut chart showing customer priority breakdown:

High Priority - Highest expansion potential
Medium Priority - Moderate potential
Low Priority - Lower opportunity value

Delivery Metrics

Cards displaying email performance:

Metric	Description
Delivery Rate	% of emails successfully delivered
Open Rate	% of delivered emails opened
Click Rate	% of opened emails with clicks
Bounce Rate	% of emails that bounced

Insight Cards

High Value Opportunities

Shows the top 5 customers with highest expansion potential:

Customer name and company
AI-determined opportunity score
Product interest level
Recommended next action

Click any customer to view their full profile and timeline.

Pending Action Items

Lists action items extracted from customer replies:

Customer name
Action item description
Source reply date
Status (pending/completed)

Mark items as complete as you address them.

Aggregated Insights

AI-generated summary of patterns across your customer base:

Common use cases identified
Frequently mentioned pain points
Popular feature requests
Industry trends

Filtering

Filter dashboard data by:

Filter	Options
Date Range	Last 7 days, 30 days, 90 days, All time
Priority	High, Medium, Low, All
Status	Not contacted, Sent, Reply received, etc.

Export Options

CSV Export

Export your customer data to CSV:

Click Export in the dashboard header
Select CSV
Choose fields to include:
- Customer info (name, email)
- Spend data
- Outreach status
- Reply information
Download the file

PDF Report

Generate a PDF summary report:

Click Export → PDF
Report includes:
- Executive summary
- Key metrics
- Charts and visualizations
- Top opportunities

PDF reports are great for sharing with stakeholders or saving for your records.

Refresh Data

Dashboard data refreshes automatically when you:

Import new customers
Send emails
Receive replies

Click Refresh to manually update the display.

Best Practices

Check Daily

Review the dashboard daily to stay on top of replies and opportunities.

Prioritize High Value

Focus on high-value opportunities first for best ROI.

Clear Action Items

Regularly address action items to maintain customer trust.

Export Weekly

Export CSV/PDF weekly for trend tracking and reporting.

Next Steps

Credits & Pricing

Understand credit usage and pricing

Settings

Configure dashboard preferences