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
Key Metrics
The Dashboard displays four primary metrics: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
Active Campaigns
The count of campaigns currently running. This includes AI Campaigns (Autonomous Broadcast) in an active state.Conversion Rate
The percentage of targeted customers who completed a desired action (purchase, signup, etc.) from your campaigns.Revenue
Total attributed revenue from your campaigns, calculated based on conversions within your attribution window.Setup Checklist
For new accounts, the Dashboard guides you through setup with a progress checklist. Steps are gated — some actions unlock only after their prerequisites are completed.Run Brand DNA
Analyze your website to extract brand identity. This is required before you can generate templates or create campaigns.
Configure a Channel
Set up at least one communication channel (Email, SMS, or WhatsApp). Required before creating campaigns.
Generate Templates
Create message templates using AI generation or the built-in editor. Requires Brand DNA.
If a prerequisite is not met, you’ll see an inline alert explaining what’s needed and a link to complete it.
Quick Stats Cards
Below the main metrics, you’ll find detailed stat cards:User Growth
Shows the trend of new users added to your database over the last 30 days. Useful for understanding customer acquisition velocity.Campaign Performance
Displays aggregate metrics from all active campaigns:- Messages sent
- Open rate
- Click rate
- Conversion rate
Revenue Trend
A chart showing attributed revenue over time, helping you visualize the impact of your campaigns.Navigation from Dashboard
The Dashboard provides quick access to common actions:| Action | Where It Goes |
|---|---|
| View all customers | People page |
| See active campaigns | AI Campaigns page |
| Check analytics | Analytics page |
| Manage settings | Settings page |
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.