Dashboard Overview

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Dashboard Overview

The Dashboard is your central command center in Reach. It provides a comprehensive overview of your outreach operations, performance metrics, and key insights at a glance.

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Key Sections

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Overview Cards

The top section displays eight key metric cards:

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Lead Metrics

• Total Leads: Total number of leads in your system
• Active Leads: Leads currently engaged in campaigns
• New Leads: Leads added in the selected time period
• Blocked Leads: Leads who have blocked your account

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Message Metrics

• Messages Sent: Total messages sent across all campaigns
• Messages Delivered: Successfully delivered messages
• Response Rate: Percentage of leads who responded
• Open Rate: Percentage of messages opened (if tracking enabled)

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Deal Metrics

• Total Deals: All deals in your pipeline
• Active Deals: Deals currently in progress
• Won Deals: Successfully closed deals
• Deal Value: Total value of all deals

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Charts and Visualizations

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Message Performance Chart

Shows message trends over time, including:

• Messages sent per day/week/month
• Delivery rates
• Response rates
• Trend indicators

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Lead Funnel Chart

Visualizes your lead funnel showing:

• Total leads
• Leads in campaigns
• Leads who responded
• Leads converted to deals

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Campaign Performance Chart

Displays performance metrics for your campaigns:

• Campaign completion rates
• Messages sent per campaign
• Response rates by campaign
• Top performing campaigns

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Deal Distribution Chart

Shows deal distribution across pipeline stages:

• Number of deals per stage
• Deal values by stage
• Conversion rates between stages

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Lead Source Chart

Breaks down leads by their source:

• Campaign sources
• Manual imports
• Other sources

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Organization View

If you’re an admin or owner of an organization, the dashboard can show:

• My Data: Only your personal metrics and campaigns
• All Organization Data: Aggregated metrics from all organization members

Use the view mode selector (if available) to switch between personal and organization-wide views.

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Refreshing Data

Click the Refresh button to update all dashboard metrics with the latest data. The dashboard automatically refreshes when you switch organizations or when data changes.

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Quick Actions

From the dashboard, you can quickly:

• Create New Campaign: Click the “New Campaign” button
• View Campaigns: Navigate to the Campaigns page
• View Leads: Navigate to the Leads page
• View Deals: Navigate to the Deals page

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Understanding Metrics

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Lead Stats

• Total Leads: All leads imported or created in your account
• Active Leads: Leads currently included in active campaigns
• New Leads: Leads added within the selected time period
• Blocked Leads: Leads who have blocked your Telegram account

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Message Stats

• Messages Sent: Total count of messages sent through campaigns
• Messages Delivered: Messages successfully delivered to recipients
• Response Rate: Percentage of messages that received a response
• Open Rate: Percentage of messages opened (requires read receipts)

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Deal Stats

• Total Deals: All deals in your pipeline (active, won, and lost)
• Active Deals: Deals currently in progress (not won or lost)
• Won Deals: Successfully closed deals
• Deal Value: Total monetary value of all deals

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Time Periods

Dashboard metrics can be filtered by time period:

• Today: Metrics for the current day
• Last 7 Days: Metrics for the past week
• Last 30 Days: Metrics for the past month
• All Time: All available metrics

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Tips for Using the Dashboard

1. Regular Monitoring: Check your dashboard regularly to track performance trends
2. Compare Periods: Use time period filters to compare performance over time
3. Identify Trends: Look for patterns in message performance and response rates
4. Focus on Metrics: Pay attention to metrics that matter most to your goals
5. Take Action: Use insights from the dashboard to optimize your campaigns