> For the complete documentation index, see [llms.txt](https://themochi-app.gitbook.io/mochi-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://themochi-app.gitbook.io/mochi-docs/feature-and-settings/dashboard.md). # Dashboard The Dashboard gives you a real-time view of your pipeline performance. What you see depends on your role. ## Creator & Manager Dashboard The full dashboard shows your organization's key metrics: ### Key Metrics * **Revenue** — Total revenue from Won deals in the selected period * **DM Volume** — Number of conversations in the period * **Conversion Rate** — Percentage of leads that reached Won stage * **Average Order Value** — Average revenue per Won deal ### Pipeline Breakdown See how many leads are at each funnel stage right now. Quickly identify where leads are getting stuck and which stage needs attention. ### Team Performance View metrics broken down by team member: * Leads handled * Response times * Conversion rates * Revenue generated ### Filtering * **Date range** — View any time period * **Team member** — Filter to see individual performance * **Revenue range** — Focus on specific deal sizes ## Closer Dashboard Closers see a focused view of their pipeline: * Leads assigned to them * Booked calls upcoming * Won/Lost ratios * Personal revenue metrics ## Setter Dashboard Setters see their activity metrics: * Leads they're working * Conversations handled * Handoff rate to closers * Response activity --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://themochi-app.gitbook.io/mochi-docs/feature-and-settings/dashboard.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.