Understand dashboard metrics

Overview

Dashboard metrics are high-level signals that help you understand how your Interlinked workspace is operating. They are designed for quick orientation, not deep analysis. Use them to decide where to investigate next.

The exact metrics available can depend on your account state, workflow, connected channels, and product modules. For example, a retail workspace may care more about Orders, while a service workspace may care more about Calendar and appointment activity.

How to read dashboard metrics

When reviewing dashboard metrics, focus on direction and context:

• Conversation activity helps you decide whether to inspect CRM.
• Usage signals help you decide whether to open the Usage tab in Settings.
• Order activity points to the Orders area for retail workflows.
• Scheduling activity points to Calendar for appointment workflows.
• Setup or configuration prompts point back to AI Config or onboarding docs.

If a number looks unexpected, do not treat the dashboard as the final source of detail. Open the product area that owns the underlying records.

Metrics and plan usage

Usage-related dashboard signals should be interpreted together with your plan and billing status. The most detailed usage view lives in Settings, where you can see consumed messages, included messages, and your current plan. See Usage and message limits.

Metrics and AI operations

Dashboard signals are especially useful after publishing your AI agent. On the first day after launch, use the dashboard as a quick monitoring surface, then open CRM to inspect individual conversations. See What happens after you publish for first-day recommendations.

Troubleshooting metric confusion

If dashboard information appears incomplete or surprising:

1. Confirm you are in the correct organization or workspace.
2. Check whether the relevant channel, workflow, or module is configured.
3. Open the owning product area for record-level detail.
4. Refresh the panel if you recently changed setup or billing state.

Related docs

Use this page with Dashboard overview, Usage and message limits, and CRM overview.