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The dashboard is the top-level operating view for your Avidra workspace. It combines business performance, setup status, and lead attention signals into one place.

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What the dashboard shows

Depending on workspace state, the dashboard shows either:
  • A setup-focused state if onboarding is incomplete — with prompts to finish phone setup, forwarding, and verification
  • A ready state with lead and recovery metrics once your workspace is fully operational

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Main sections

The top section summarizes the current state of the workspace:
  • Setup readiness — whether all onboarding steps are complete
  • Recovery performance — how many leads were recovered this period
  • System health — any active warnings or issues
  • Attention items — leads or threads that need follow-up
  • Plan-related context — current plan and usage level
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
The usage bar shows how many leads you have used out of your plan’s monthly allowance.
Summarizes operational metrics for the current billing period:
MetricWhat it measures
Leads recoveredMissed callers turned into tracked leads
Engaged leadsLeads that replied to the text-back
Text-back ratePercentage of missed calls that got an SMS
Leads needing attentionStalled or unresponsive leads
Estimated recovered revenueProjected value based on industry averages
Use it to judge whether recovery is working and whether follow-up quality is improving.
Shows your active Avidra number and a health summary. Verify:
  • The number exists and is active
  • Setup checks are passing (green checkmarks)
  • Unresolved issues still need work (yellow or red indicators)
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
  • See the most recent conversation preview for each lead

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Daily monitoring checklist

Spend 2 minutes on the dashboard each morning. Catch delivery issues, stalled leads, and missed opportunities before they become lost revenue.
  • Items marked as needing attention
  • Failed SMS or delivery issues
  • Lead recovery volume vs. expected call volume
  • Onboarding or configuration warnings still visible
  • Recent leads with no reply or no progression

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Common mistakes

  • Treating the dashboard as a complete inbox instead of a summary view — use Leads for full pipeline management
  • Ignoring setup warnings after initial launch — they indicate real configuration issues
  • Assuming text-back is active without verifying Phone Setup
  • Only checking total leads, not delivery failures or blocked workflows

Leads

Manage recovered callers.

Conversations

Review SMS threads.

Usage and Limits

Check plan caps.