The Dashboard is the "Command Centre" of your Myra workspace. It provides a real-time high-level overview of your business health, team productivity, and upcoming priorities.
Key Dashboard Components
1. KPI Metric Cards
Located at the top of the screen, these cards provide instant feedback.
- Total Leads: Number of unique contacts created.
- Conversion Rate: Percentage of leads that moved to "Won" in your pipeline.
- Revenue ($): Total value of won opportunities in $ USD.
- Active Opportunities: Number of leads in "open" pipeline stages.
- Response Time: Average team reply time.
2. Pipeline Selector & Snapshot
Directly on the dashboard, you can use the Pipeline Selector to switch between different sales funnels.
- Visualisation: A summary view showing lead counts and values across stages.
- Value tracking: Displays "weighted value" (Total Stage Value × Probability) in $ USD.
3. The Activity Feed
A live stream of events across your workspace.
- What it tracks: New contacts, calls, SMS replies, email opens, and stage changes.
- Filtering: Filter by your own activity or specific team members.
4. Today’s Agenda
A combined view of your Schedule and Tasks. Mark tasks as complete directly from the dashboard.
Customizing Your View
Administrators can curate the dashboard experience:
- Click Customize in the top-right.
- Add/Remove Cards: Choose from the metric library. Legacy business name cards are deprecated.
- Rearrange: Use drag-and-drop.
- Save: Applies to all users in the workspace.
Analysis & Date Filtering
Toggle between timeframes (Today, Last 7 Days, This Month, etc.).
- Comparison Mode: Shows a percentage change (delta) compared to the previous period.
Best Practices
- The Morning Review: Check "Today's Agenda" and "Response Time" first.
- Focus on Velocity: Monitor "Active Opportunities" to spot bottlenecks.
- Clean Data: Ensure deal values are set for accurate revenue metrics.
FAQs
Can I create custom KPI cards? Yes, using custom fields like "Property Type" to aggregate or average values.
Does it update in real-time? Yes, the feed and cards update automatically as events occur.
Won / Lost / Open outcomes
Every opportunity now carries an outcome: Open, Won or Lost.
- Dragging a card into a "won"-style stage (Client, Closed Won, Signed…) or a "lost"-style stage (Abandoned, Closed Lost, Cancelled…) sets the outcome automatically — nothing to learn if you already work the board.
- You can also set it explicitly: Mark Won / Mark Lost / Reopen in the contact drawer, or the trophy / cross icons on a pipeline card. Marking won or lost also moves the card to that pipeline's matching stage when one exists.
- Dashboard metrics (Active Clients, Abandoned, Pipeline Value, Conversion Rate, Win Rate, Close Rate…) are calculated from the outcome, so renamed or extra pipelines can no longer skew the numbers.