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The Dashboard is your home base in RevBridge AI. It provides an at-a-glance view of your most important metrics and helps you track progress toward your engagement goals.

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Overview

When you log in to RevBridge AI, you’ll land on the Dashboard. It displays:
  • Key Metrics: Total users, active campaigns, conversion rate, and revenue
  • Setup Progress: Onboarding checklist for new accounts
  • Quick Stats: User growth, campaign performance, and engagement trends

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Key Metrics

The Dashboard displays four primary metrics:

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Total Users

The number of unique customers in your database. This includes:
  • Customers imported from integrations (Shopify)
  • Customers added via CSV upload
  • Customers created through events API

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Active Campaigns

The count of campaigns currently running. This includes AI Campaigns (Autonomous Broadcast) in an active state.

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Conversion Rate

The percentage of targeted customers who completed a desired action (purchase, signup, etc.) from your campaigns.

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Revenue

Total attributed revenue from your campaigns, calculated based on conversions within your attribution window.

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Setup Checklist

For new accounts, the Dashboard shows a setup progress indicator with the following steps:
1

Connect Integration

Link your Shopify store or other data source.
2

Configure Brand

Set up your brand elements for AI template generation.
3

Set Up Channel

Configure at least one communication channel (Email, SMS, WhatsApp, or Push).
4

Create First Audience

Build your first customer segment.
5

Launch Campaign

Create and launch your first AI campaign.
Complete all setup steps to unlock the full potential of RevBridge AI. Each step is necessary for running effective campaigns.

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Quick Stats Cards

Below the main metrics, you’ll find detailed stat cards:

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User Growth

Shows the trend of new users added to your database over the last 30 days. Useful for understanding customer acquisition velocity.

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Campaign Performance

Displays aggregate metrics from all active campaigns:
  • Messages sent
  • Open rate
  • Click rate
  • Conversion rate

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Revenue Trend

A chart showing attributed revenue over time, helping you visualize the impact of your campaigns. The Dashboard provides quick access to common actions:
ActionWhere It Goes
View all customersPeople page
See active campaignsAI Campaigns page
Check analyticsAnalytics page
Manage settingsSettings page

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Refreshing Data

Dashboard metrics update automatically. The data refresh frequency depends on your data sources:
  • Campaign metrics: Real-time
  • Customer counts: Updated hourly
  • Revenue: Updated with each new conversion event
If you notice metrics seem stale, try refreshing the page. If issues persist, check your integration status in Data → Integrations.