#Dashboard

#Overview

The Dashboard provides an analytics overview of call activity in your current portal scope. At a glance you can track call volume, review key call-performance indicators, and compare sentiment across supported date ranges.

Your dashboard pulls a project-specific summary at sign-in, when you switch projects, and when you choose Refresh. This summary tells the dashboard which optional capabilities are available for that project, such as bookings, transfers, or lead capture. Capability names are resolved through the portal's translation catalogue, so future language support can show the same project features in local wording.

#Prerequisites

• You are signed in to the AiDial portal. See Signing In for instructions.
• Your tenant is active and your role has access to the Dashboard. Partner users see analytics only for the assigned client scope resolved by the portal session.

#Viewing the Dashboard

1. Select Dashboard from the sidebar. The root portal route and standard sign-in flow land on the dashboard when no other return path is requested.
2. Review the KPI cards displayed across the top of the page:

• Total calls
• Talk minutes
• Avg duration
• Positive sentiment

Each card shows the selected range value and a trend compared with the previous equivalent period when a prior baseline is available.

1. Use the Date range filter to adjust the reporting period. Available presets are:

• Today — calls from the current calendar day
• Last 7 days — rolling seven-day window
• Last 30 days — rolling thirty-day window
• Last 90 days — rolling ninety-day window
• Custom — select a specific start and end date

1. Select Refresh to reload all dashboard widgets for the current date range. Refresh also re-checks the selected project's available capabilities, such as bookings, transfers, and lead capture.
2. Review the Calls over time chart, which plots total call counts for the selected period stacked by positive, neutral, upset, and unclassified sentiment buckets. The dashboard uses daily buckets for Today, Last 7 days, Last 30 days, and custom ranges up to 30 days, and weekly buckets for Last 90 days or longer custom ranges.
3. Review the Sentiment chart, which displays positive, neutral, and upset sentiment as counts and percentages for the same selected range.

> Screenshot reference: Dashboard KPI cards and date range filter

> Screenshot reference: Calls over time chart showing daily call counts stacked by sentiment

> Screenshot reference: Sentiment distribution chart

#Empty State

If the current dashboard response has zero total calls, KPI cards still render with zero or unavailable values and the charts are replaced by an empty-state panel.

For the default Last 7 days range, the first-run empty state explains that the dashboard is ready and links to the Call Log. For any other selected range, the filtered-results empty state offers Reset to last 7 days and Refresh actions.

> Screenshot reference: Dashboard empty state with welcome message

#Access And Security Notes

• Dashboard data is scoped to your signed-in organisation, role, and assigned clients or projects.
• The dashboard only shows project-specific summaries and capabilities that your signed-in account is allowed to view.
• The browser uses your portal session. You do not need to enter or send an API key.
• If your role, tenant status, MFA state, or assigned-client scope does not allow a dashboard request, the portal blocks access without revealing another organisation's data.
• If a required analytics dataset is temporarily unavailable, the dashboard shows an error state instead of mixing stale and current widgets.

#Common Issues

#Related Pages

• Call Log
• Call Detail
• Settings Overview
• Troubleshooting