> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Your command center for monitoring customer engagement and campaign performance

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.

## 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.

<Steps>
  <Step title="Connect Your Data">
    Link your Shopify store or configure the Events API to import customer data.
  </Step>

  <Step title="Run Brand DNA">
    Analyze your website to extract brand identity. This is required before you can generate templates or create campaigns.
  </Step>

  <Step title="Configure a Channel">
    Set up at least one communication channel (Email, SMS, or WhatsApp). Required before creating campaigns.
  </Step>

  <Step title="Generate Templates">
    Create message templates using AI generation or the built-in editor. Requires Brand DNA.
  </Step>

  <Step title="Launch Your First Campaign">
    Create and launch an AI campaign. Requires Brand DNA, at least one channel, and templates.
  </Step>
</Steps>

<Info>
  If a prerequisite is not met, you'll see an inline alert explaining what's needed and a link to complete it.
</Info>

## 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

<Note>
  If you notice metrics seem stale, try refreshing the page. If issues persist, check your integration status in **Data → Integrations**.
</Note>