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Dashboards and reports

Read your Overview dashboard, act on the What needs your attention card, and dig into the sales, payments, and analytics reports. Plus how the free AI Insights button works.

9 min read · Reviewed 2026-07-13

Clyentra separates two questions. What should I do right now? is answered on the Overview dashboard at /home/overview. How is the business doing? is answered by the reports under /reports/. This guide covers both, and the AI Insights button that sits on top of them.

The Overview dashboard

It opens with a welcome card — a greeting (Good morning / Good afternoon / Good evening), today's date, and a row of Quick actions so the first thing you see is a way to start work rather than a wall of numbers.

• New Deal — "Create a new deal in the pipeline"
• New Lead — "Add a new contact to your leads"
• Add Task — "Create a new task or to-do item"
• Schedule — "Schedule a new calendar event"
• New Invoice — "Create and send a new invoice"
• Chat — "Open team chat and messaging"

The four KPI tiles

Below the welcome card sit four tiles — Total Leads, Tasks Completed, Events and Invoices — each compared against the previous period so a number never floats without context. The date range defaults to the last 30 days, and the range picker at the top of the screen ("Select a date range to filter dashboard data") changes it.

What needs your attention

The What needs your attention card is the most useful thing on the screen, and it is worth being precise about what it is: a rule-based signal card, not an AI summary. It counts real records and tells you what they add up to. Nothing here is generated prose, nothing here is a guess.

Every signal deep-links to the filtered list behind it, so the card is a to-do list you can actually click through. A signal with a count of zero does not appear. When none of them do, the card says "You're all caught up" — "Nothing needs your attention right now."

You only see what you're allowed to see: Each signal is gated by the permission for the resource it counts, and dashboard cards you lack permission for are hidden entirely — not shown empty. If a teammate's Overview looks sparser than yours, check their role in roles-and-permissions before assuming something is broken.

The rest of the Overview

Underneath, a grid of cards: Team Performance, Lead Status Distribution, Recent Leads, Upcoming Events, Quick Tasks, a Sales snapshot, an Integrations setup prompt, a mini calendar, and a Lead Activity Map. Together they are the shape of the business in one screen — where leads are stacking up, what is on today, and what has not been connected yet.

Reports

Three reports live under /reports/. They are deeper than the Overview cards and each answers a different question.

Sales — /reports/sales

Leads with Total Revenue, Outstanding, order count and Avg order value. Below that a Product Performance table breaking down Qty Sold, Avg Price and Total Value per product — the report that tells you which line is actually carrying the quarter.

The Leaderboard ranks your people over Week, Month, Quarter or All. Switching the period switches the story: someone who looks quiet this week may be top of the quarter.

Use the leaderboard on the longest period you can defend: A weekly ranking rewards luck as much as work. Ranking is computed on the server from your actual sales records — read it as an outcome, not a scoreboard to manage people by.

Payments — /reports/payments

Current Balance, Total Payments, Total Refunds and Last Settlement, plus a payment-versus-refund chart and a list of recent settlements. This report reads from your payment gateway, so it needs the gateway connected before it shows anything — see integrations and orders-invoices-payments.

Analytics — /reports/analytics

Your website's numbers, pulled from Google Analytics: Active Users, New Users, Sessions, Page Views, Events and top Countries. It defaults to the last 7 days — a shorter window than the Overview's 30, because web traffic moves faster than a pipeline does. Requires Google Analytics to be connected in integrations.

AI Insights

The AI Insights button is not confined to dashboards. It appears across the app — on the overview, sales, payments and analytics reports, and on leads, tasks, meetings, calendar, customers, inventory, pipelines, team and billing.

It reads the data currently on your screen. That makes filtering the important half of using it: narrow the list to what you want analysed first, then press the button. Point it at "all tasks" and you get a platitude; point it at "overdue tasks, all assignees" and you get something you can act on.

1. Filter the view. Get the screen down to the slice you actually want a read on.
2. Press AI Insights. The button shows Analyzing while it works, and walks through its steps — "Analyzing your data…", "Identifying key patterns…", "Evaluating trends…".
3. Read the panel. A sidebar opens with a headline summary, Key Insights ("Critical findings from your data") and Recommendations ("Actionable steps to improve performance").

AI Insights costs no credits: It is free to use, and results are cached for about five minutes — so pressing it twice on the same view does not re-run the analysis. It needs the Organization permission; without it the button does not render. Credits are a separate thing entirely, covered in ai-credits.

Rules or AI — know which you're reading

It is worth holding these two apart. What needs your attention is arithmetic on your records: always true, always free, always deep-linked. AI Insights is a model reading the same records and offering an interpretation: useful, free, and worth a second look before you act on it. Reach for the first every morning; reach for the second when you want a view rather than a count.