The Overview tab is the first thing you see when you open the Product Adoption Dashboard. It gives you a bird's-eye view of how your entire customer base is doing - all in one place.

The Adoption Journey Card

Near the top of the page, you'll see a card that explains the four stages of product adoption: Assets, Active Assets, Engagement, and Time Spent. This is a helpful reference if you ever want a reminder of what each metric means.

You can switch the example shown by selecting a different feature (like Workflows or Calendars) from the dropdown. Once you're familiar with the framework, you can dismiss the card entirely - it won't come back.

Your Key Numbers

Below the journey card, you'll find three cards showing your most important numbers at a glance.

Assets Shows the total number of assets created across all your accounts, how many of those are properly set up (active), and how many accounts have assets at all. The activation rate - the percentage of assets that are fully configured - is color-coded so you can quickly tell if there's a problem:

• 🟢 Green - 80% or more activated. Things are looking good.

• 🔵 Blue - 60–79% activated. Solid, but there's room to improve.

• 🟡 Amber - Below 60%. Many assets aren't being used to their potential.

Total Engagement Shows the total number of actions taken across all accounts and all features - things like workflow runs, messages sent, and bookings made. A trend arrow shows whether engagement is going up or down compared to the previous period.

Total Time Spent Shows how many hours and minutes your customers have collectively spent inside the platform. This is broken down by feature so you can see where they're spending most of their time.

The Adoption Chart

At the bottom of the Overview tab, you'll find an interactive chart showing adoption trends over time.

You can change the feature being shown, switch between metrics (Assets, Active Assets, Engagement, or Time Spent), and adjust the view between daily, weekly, or monthly data. There's also a "Compare to previous period" toggle that overlays the prior timeframe as a dashed line - useful for spotting whether things are trending in the right direction.

Adjusting the Time Range and Filters

At the top right of the dashboard, you can control what time period you're looking at and filter by specific account segments.

Time Range The default view is the last 30 days, but you can switch to other presets like last 7 days, last 90 days, or a specific month or quarter. You can also set a custom date range - just note the maximum span is 365 days.

Click the Filters button to narrow the data by account plan or by when accounts signed up. A small badge on the button shows how many filters are active. Use "Reset all" to clear them.