Analytics Dashboard
What it is
The Analytics Dashboard is the central hub for monitoring your entire BotBat platform performance in a single, unified view. It aggregates data from every active channel, campaign, and conversation into a set of configurable widgets and top-level KPI cards. Whether you are a marketing manager tracking campaign reach, a support lead reviewing agent workloads, or an operations director preparing a quarterly business review, the dashboard provides the numbers you need without requiring you to query individual modules.
The dashboard is organized into two main areas. The KPI header sits at the top and surfaces four headline metrics: Total Conversations, Messages Sent, Active Contacts, and Campaign Performance. Below it, a grid of detail widgets breaks those numbers down by channel, time period, campaign, and agent. Every element on the dashboard respects the currently selected date range, so changing the range instantly refreshes all cards and charts in place.
Data freshness depends on the mode you choose. In historical mode the dashboard loads a static snapshot for the selected date range, which is ideal for reporting and trend analysis. In real-time mode the dashboard polls for updates every few seconds, giving you a live operational view during active sends or high-traffic hours. Both modes support period-over-period comparison overlays so you can see growth or decline at a glance.
When to use
| Scenario | What you will learn |
|---|---|
| Daily performance check | Current conversation volume, message throughput, and campaign delivery status for the day so far. |
| Real-time campaign monitoring | Live message send rates and delivery confirmations while a campaign is actively sending. |
| Weekly or monthly business review | Aggregated KPIs and trend charts covering the past week or month, ready for stakeholder presentations. |
| Trend and anomaly detection | Side-by-side period comparisons that highlight engagement drops, unexpected spikes, or steady growth patterns. |
| Cross-team visibility | A shared view that marketing, support, and operations teams can reference to stay aligned on customer engagement numbers. |
Use the dashboard as your starting point every time you open BotBat. From here you can drill into any specific report or module by clicking the relevant widget, so it also serves as a navigation shortcut to deeper analytics.
Steps
1. Open the Analytics Dashboard
Click Analytics in the main navigation sidebar. The dashboard loads with the default date range (Last 7 Days) and displays all KPI cards and widgets immediately. If this is your first visit, all widgets will be in their default layout.
The four KPI cards at the top give you an instant pulse check. Each card shows the current value for the selected period, a percentage change compared to the previous period of equal length, and a small sparkline indicating the trend direction. The table below explains each card.
| KPI Card | What it measures | Typical use |
|---|---|---|
| Total Conversations | Count of new and ongoing conversations across all channels. | Gauge overall customer engagement volume. |
| Messages Sent | Total outbound messages delivered across WhatsApp, SMS, email, and webchat. | Track messaging throughput and delivery capacity. |
| Active Contacts | Unique contacts who sent or received at least one message in the period. | Measure audience reach and contact activity. |
| Campaign Performance | Aggregate delivery rate and engagement rate across all campaigns in the period. | Quickly assess whether campaigns are landing successfully. |
2. Set the date range
Click the date range picker in the top-right corner of the dashboard. A dropdown appears with preset options and a custom calendar selector. Presets include Today, Last 7 Days, Last 30 Days, This Month, and Last Month. For a custom range, click the start date and end date on the calendar, then click Apply. All KPI cards and widgets refresh to reflect the new range.
The date range applies globally to every element on the dashboard. This means you do not need to set ranges individually per widget. If you frequently use the same range, bookmark the page after selecting it; the range is encoded in the URL so it persists across sessions.
3. Explore detail widgets
Below the KPI header, the dashboard displays a grid of detail widgets. Each widget focuses on a different dimension of your data and uses the chart type best suited to that dimension.
The Conversations by Channel widget uses a horizontal bar chart to show how conversations are distributed across your active channels. This helps you identify which channels carry the most volume and whether your channel mix matches your strategy. Hover over any bar to see the exact count and percentage.
The Message Volume Over Time widget renders a line chart plotting outbound and inbound message counts on a time axis. The granularity adjusts automatically based on the date range: hourly for ranges of 3 days or less, daily for ranges up to 90 days, and weekly for anything longer. Use this chart to spot volume patterns, such as weekday peaks or weekend dips, and to verify that scheduled campaign sends occurred at the expected times.
Additional widgets include Top Campaigns by Engagement (a ranked list of campaigns sorted by open or click-through rate) and Agent Performance Summary (a table showing each agent's average response time, resolution rate, and conversation count).
4. Enable real-time mode
Click the Live toggle in the dashboard toolbar to switch from historical mode to real-time mode. When active, the toggle turns green and a pulsing indicator appears next to it. In real-time mode the dashboard polls the server every 5 to 15 seconds (depending on your account size) and updates KPI cards and widgets incrementally without a full page reload.
Real-time mode is most useful during active campaign sends, product launches, or support surges when you need to watch numbers climb as events happen. Keep in mind that real-time counts may lag behind actual events by a few seconds due to channel callback delays. Once you are done monitoring, click the toggle again to return to historical mode for stable, finalized numbers.
5. Compare periods
Enable the Compare toggle next to the date range picker to overlay the previous period's data on every chart. For example, if your current range is January 8 to January 14, enabling Compare overlays January 1 to January 7. The current period renders in your theme's primary color and the comparison period renders in a lighter shade with a dashed line.
Period comparison is especially powerful for weekly reviews. It lets you see at a glance whether conversation volume grew, whether campaign engagement improved, and whether agent response times shortened compared to the prior week. Both periods must be the same length for the overlay to be meaningful; the system enforces this automatically.
6. Drill into specific metrics
Click on any KPI card or widget title to navigate to the detailed reports page for that metric. The destination page inherits the date range and filters you had active on the dashboard, so you do not lose context. For example, clicking the Total Conversations card opens the Conversation Reports page filtered to the same date range. Clicking the Conversations by Channel widget opens the Channel Reports page with the same filters pre-applied.
This drill-down behavior means the dashboard acts as both a summary view and a navigation hub. You can start broad, identify something interesting, and go deep without re-entering any parameters.
Common pitfalls
| Pitfall | How to avoid it |
|---|---|
| Date range mismatch | Dashboard metrics reflect only the selected date range. If numbers look unexpectedly low or high, check the date range picker first before investigating further. |
| Real-time mode lag | Real-time data has a slight delay of 5 to 15 seconds depending on channel callback speed. Do not treat live numbers as exact counts during active sends. Wait for the campaign to complete for final totals. |
| Unequal comparison periods | The period comparison feature overlays two date ranges of equal length. Comparing a 7-day range against a 30-day range produces misleading charts. Ensure both periods cover the same duration. |
| Slow widget loading on wide ranges | Large accounts with millions of messages may experience slower widget loads for wide date ranges. Narrow the range or use a preset such as Last 7 Days for faster results. |
Bookmark the Analytics Dashboard with your preferred date range preset (for example, "Last 7 Days") as your browser start page. This gives you an instant performance snapshot every time you open BotBat, saving you the step of navigating and configuring the range each session.
- Dashboard Header Help
- KPI Tooltip
- Empty State