Overview Dashboard

Written By Sara Irfan

Last updated 4 days ago

What is the Overview Dashboard?

The Overview Dashboard is your high-level snapshot of engagement across your entire SaaS portfolio. It shows aggregate metrics. How many accounts are active, at risk, dormant, and how engagement is trending over time.

What You Can Do with the Overview Dashboard

  • Spot portfolio-wide trends at a glance. See whether your active account count is growing or shrinking compared to the previous period using trend indicators.

  • Identify how many accounts need immediate attention. At Risk and Dormant counts tell you exactly how many sub-accounts are disengaging.

  • Track the impact of initiatives. Launched a new onboarding sequence or ran a training webinar? Watch the trend indicators to see if Active Accounts increased afterward.

  • Use Frequency Distribution to understand engagement quality. See how your accounts break down across Heavy, Regular, Casual, and Ghosting categories.

Overview Dashboard Metrics

Metric

Definition

Total Accounts

Total number of sub-accounts in your agency (excluding churned, unless setting is enabled)

Active Accounts

Sub-accounts with at least one user who logged in within the last 7 days

Daily Active Accounts (DAA)

Sub-accounts with at least one user who logged in yesterday

At Risk Accounts

Sub-accounts where the most recent login was between 8 and 30 days ago

Dormant Accounts

Sub-accounts where the most recent login was more than 30 days ago (or never logged in)

Trend Indicators

Percentage change compared to the previous period (same duration)

Common Questions & Answers

Why don't the numbers on the Overview tab match what I see on the Sub-Accounts tab?

The Overview and Sub-Accounts tabs can show different counts depending on your Settings. If "Include Churned Accounts" is toggled differently, or if you have active filters on the Sub-Accounts tab, the totals won't match. Check that your settings and filters are consistent across both views.

Is the Overview Dashboard real-time?

No. Events are batched and buffered for performance. The typical delay is 30 seconds to 2 minutes. If you just onboarded a new client and they logged in moments ago, wait 2-3 minutes and refresh.

Why does today's data look incomplete?

Events are buffered for 10-100 seconds before being written. Typical delay is 30 seconds to 2 minutes. If checking data from just a few minutes ago, wait and refresh.