> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avidra.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Use the dashboard to monitor recovery performance, setup health, and recent lead activity.

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.

## 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

## Main sections

<AccordionGroup>
  <Accordion title="Workspace summary">
    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
  </Accordion>

  <Accordion title="Lead usage and limits">
    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.
  </Accordion>

  <Accordion title="Performance this cycle">
    Summarizes operational metrics for the current billing period:

    | Metric                      | What it measures                           |
    | --------------------------- | ------------------------------------------ |
    | Leads recovered             | Missed callers turned into tracked leads   |
    | Engaged leads               | Leads that replied to the text-back        |
    | Text-back rate              | Percentage of missed calls that got an SMS |
    | Leads needing attention     | Stalled or unresponsive leads              |
    | Estimated recovered revenue | Projected value based on industry averages |

    Use it to judge whether recovery is working and whether follow-up quality is improving.
  </Accordion>

  <Accordion title="Workspace number and checks">
    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)
  </Accordion>

  <Accordion title="Recent recovered leads">
    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
  </Accordion>
</AccordionGroup>

## Daily monitoring checklist

<Tip>
  Spend 2 minutes on the dashboard each morning. Catch delivery issues, stalled leads, and missed opportunities before they become lost revenue.
</Tip>

* [ ] 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

## 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](/configuration/phone-setup)
* Only checking total leads, not delivery failures or blocked workflows

## Related pages

<CardGroup cols={3}>
  <Card title="Leads" icon="user-plus" href="/using-avidra/leads">
    Manage recovered callers.
  </Card>

  <Card title="Conversations" icon="messages-square" href="/using-avidra/conversations">
    Review SMS threads.
  </Card>

  <Card title="Usage and Limits" icon="gauge" href="/configuration/usage-and-limits">
    Check plan caps.
  </Card>
</CardGroup>