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KPI Dashboard provides a comprehensive overview of business metrics across tasks, communications, customers, leads, and quotations with interactive visualizations and real-time data. Open KPI Dashboard → KPI Dashboard Overview

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Workflow Visualization

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What It Does

  • Real-Time Metrics: Aggregates live data from multiple collections
  • Interactive Visualizations: ECharts-powered doughnut charts and graphs
  • Comprehensive Overview: Tasks, communications, customers, leads, and quotations
  • Performance Tracking: Completion rates, reply rates, conversion rates

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Key Metrics

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Tasks

  • Completed, overdue, and in-progress tasks
  • Completion rate percentage
  • Average time to complete (days)
  • Activities by owner and status

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Communications

  • Sent and received messages
  • Reply rate and count
  • Top 5 external contacts
  • Not replied percentage

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Customers

  • Total contacts and funnel distribution
  • New contacts this month
  • By funnel status (Default, Accepted, Draft, Sent, Expired, Rejected)

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Leads

  • Total leads count
  • Lead conversion rate percentage

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Quotations

  • Total quotations sent
  • Estimated cost this month
  • Quotations by status (with breakdown)

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Commands

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KPI

Generates the complete business intelligence dashboard. No inputs required Output: Interactive HTML dashboard with all metrics and visualizations

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How to Use

1

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Open the Dashboard

Run the “KPI” command to generate the real-time business intelligence dashboard.
2

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Review Metrics

Explore the categorized sections: Tasks, Communications, Customers, Leads, and Quotations.
3

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Interact with Charts

Hover over doughnut charts to see detailed breakdowns and percentages for each metric.

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Technical Details

Database:
  • Tasks: datalake_main.db_ai-loop_V3_Tasks
  • Communications: datalake_main.db_ai-loop_message_communication
  • Business: datalake_main.db_ai-loop_V3_business
  • Requests: datalake_main.db_ai-loop_V3_Requests