Dashboard
The dashboard is the top-level operating view for an Avidra workspace. It combines business performance, setup status, and lead attention signals into one place.What the dashboard shows
Depending on workspace state, the dashboard shows either:- a setup-focused state if onboarding is incomplete, or
- a ready state with lead and recovery metrics
Main sections
Workspace summary
The top section summarizes the current state of the workspace. It is used to surface:- setup readiness
- recovery performance
- system health
- attention items
- plan-related context
Lead usage and limits
The dashboard surfaces current-period lead usage and limit warnings. Monitor this if:- recovery volume is increasing
- leads stop progressing as expected
- your team may be approaching a plan cap
Performance this cycle
This section summarizes operational metrics like:- leads recovered
- engaged leads
- text-back rate
- leads needing attention
- estimated recovered revenue
Workspace number and checks
This area shows your active Avidra number and a small health summary. It helps operators verify:- the number exists and is active
- setup checks are passing
- unresolved issues still need work
Recent recovered leads
This section shows a compact view of the latest recovered callers. Use it to:- spot which leads need a retry or quick review
- jump directly into a lead record
- send a manual follow-up
What to monitor daily
Recommended daily checks:- items marked as needing attention
- failed SMS or delivery issues
- lead recovery volume versus expected call volume
- onboarding or configuration warnings still visible in the workspace
- recent leads with no reply or no progression
Common operator mistakes
- treating the dashboard as a complete inbox instead of a summary view
- ignoring setup warnings after initial launch
- assuming text-back is active without verifying the phone setup state
- only checking total leads, not delivery failures or blocked workflows