Portal - Dashboard
The dashboard is the central hub for monitoring AI Employee performance. It provides key metrics on sessions, leads, opportunities, and revenue attribution, as well as detailed charts that track engagement patterns over time.
Executive Summary
At the top of the dashboard, the executive summary aggregates the most important key performance indicators (KPIs) for the selected time period, including:
Total Sessions Count: The number of conversations handled.
Total Lead Count and Lead Value: Identified leads with estimated revenue.
Total Opportunity Count and Opportunity Value: Qualified leads turned into opportunities.
Additional Deal Count: Incremental deals secured by AI.
Additional Secured Revenue (ASR): Revenue directly attributable to AI.
Each metric is split into working hours and non-working hours for easier comparison.
For a detailed breakdown of how these values are calculated, view ASR Calculations articles.
Reporting Period
The dashboard lets you select a date range to filter results. This helps you compare performance week on week, or focus on specific campaigns.
Additional Secured Revenue (Graph)
This section reports the portion of revenue attributed exclusively to the AI employee within the selected time period. It includes:
Cumulative ASR value for the reporting period.
A time-series graph illustrating ASR progression by day.
Session Count (Graph)
The section illustrates the total number of customer interactions handled by the AI employee during the selected period, including:
Total session volume with lead and deal attribution.
A time-series graph showing session activity progression by day.
Session Distribution (Graph)
This section categorizes all sessions to provide insight into engagement patterns. It includes:
By Type: Classification of sessions as leads or non-leads and there respective Intent Type (i.e., [L] Regular Table Booking).
By Time: Segmentation by working hours vs. non-working hours.
By Channel: Breakdown by communication method (e.g., voice, SMS, chat).