The Assets tab is the most detailed view in the Product Adoption Dashboard. While the Features tab shows how a feature is performing overall, the Assets tab lets you look at individual items - like a specific workflow, calendar, or product - and see exactly how they're being used.

What You Can View

Assets are organized into six categories. Use the menu at the top to switch between them:

• Workflows

• Payments (Products)

• Calendars

• Custom Menu Links

• Phone Numbers

• Email Domains

The Summary Cards

When you enter any category, three cards at the top give you a quick snapshot:

• Total Assets - How many items exist in this category across all accounts

• Active Assets - How many of those items are set up and in use

• Engagement - Total activity count for this category (e.g., total workflow runs)

Each card also shows a trend arrow and percentage so you can see whether things are improving or declining.

The Assets Table

Below the cards, a table lists every individual asset in that category. For example, in Workflows, you'll see every workflow by name along with:

• Its current status (e.g., Active)

• How many times it has run

• How many accounts it's active in

You can search by name to find a specific asset, and click any number in the table to see how it has trended over time.

Tips for Getting the Most Out of This Tab

• Find your best-performing assets. The table is sorted by engagement by default, so your most-used items are always at the top. This tells you what's delivering the most value across your customer base.

• Spot assets that aren't being used. Sort by engagement ascending to find workflows, calendars, or products that have been created but never used - a sign that some accounts may need guidance on setup.

• Get here faster from the Features tab. When you're on the Features tab, clicking a feature name or a "Most Used" badge will take you straight to the right category in the Assets tab, already filtered for you.