Dashboards show how your conversations and bookings are going. Click Dashboard under Dashboards in the sidebar, or + New dashboard to make another.

A dashboard with the Assistant open

Working with a dashboard

• Date range and Group by change every chart at once.
• Refresh reloads the data.
• + Add adds a new chart.
• Ask AI opens the Runhappy Assistant. Describe the chart you want (“How many new contacts did we get per month this year?”) and it builds the chart for you.
• Each chart has a menu (…) for editing, and a handle for dragging it to a new position.