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

# KPI Dashboard

> Comprehensive business intelligence dashboard with real-time metrics and visualizations.

**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 →](https://ai-loop.alpeadria.com/ai-loop/flows?flow=kpi\&command=kpi)

<img src="https://mintcdn.com/wavecentric/ZizuzLT77XSRnJF1/images/flows/kpi.png?fit=max&auto=format&n=ZizuzLT77XSRnJF1&q=85&s=a73dbaea3294bb1a58ab2e732e3c6a1f" alt="KPI Dashboard Overview" width="1586" height="907" data-path="images/flows/kpi.png" />

## Workflow Visualization

```mermaid theme={null}
graph TD
    User([User Requests KPI]) --> Parallel{Fetch Data<br/>in Parallel}
    
    Parallel --> TasksKPI[Tasks KPI<br/>Analysis]
    Parallel --> CommKPI[Communications<br/>KPI Analysis]
    Parallel --> CustKPI[Customers KPI<br/>Analysis]
    Parallel --> LeadsKPI[Leads KPI<br/>Analysis]
    Parallel --> QuotesKPI[Quotations KPI<br/>Analysis]
    
    TasksKPI --> TaskMetrics[Calculate Metrics:<br/>Completed, Overdue<br/>Completion Rate<br/>By Owner & Status]
    
    CommKPI --> CommMetrics[Calculate Metrics:<br/>Sent/Received<br/>Reply Rates<br/>Top Contacts]
    
    CustKPI --> CustMetrics[Calculate Metrics:<br/>Total Contacts<br/>Funnel Status<br/>New This Month]
    
    LeadsKPI --> LeadMetrics[Calculate Metrics:<br/>Total Leads<br/>Conversion Rate]
    
    QuotesKPI --> QuoteMetrics[Calculate Metrics:<br/>Total Sent<br/>Est. Value<br/>By Status]
    
    TaskMetrics --> Combine[Combine All Metrics]
    CommMetrics --> Combine
    CustMetrics --> Combine
    LeadMetrics --> Combine
    QuoteMetrics --> Combine
    
    Combine --> Generate[Generate Interactive<br/>Dashboard HTML]
    Generate --> Display[Display with<br/>ECharts Visualizations]
```

## 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

## Key Metrics

### Tasks

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

### Communications

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

### Customers

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

### Leads

* Total leads count
* Lead conversion rate percentage

### Quotations

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

## Commands

### KPI

Generates the complete business intelligence dashboard.

**No inputs required**

**Output:** Interactive HTML dashboard with all metrics and visualizations

## How to Use

<Steps>
  <Step>
    ### Open the Dashboard

    Run the "KPI" command to generate the real-time business intelligence dashboard.
  </Step>

  <Step>
    ### Review Metrics

    Explore the categorized sections: Tasks, Communications, Customers, Leads, and Quotations.
  </Step>

  <Step>
    ### Interact with Charts

    Hover over doughnut charts to see detailed breakdowns and percentages for each metric.
  </Step>
</Steps>

## 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`