Insights Dashboard

Access Insights from several places:

• Main Navigation: Click "Insights" in the left sidebar
• Conversation Page: Click "View Insights" from any conversation
• Home Dashboard: Widget links to full Insights view
• Quick Access: Press ⌘I from anywhere

The dashboard is organized into several key sections:

Meetric tracks these metrics automatically:

Create custom KPIs specific to your business:

1. Navigate to Insights → Configure
2. Click "Create Custom KPI"
3. Define the metric:
   • Name and description
   • Calculation method (count, sum, average, ratio)
   • Filter criteria (department, tags, keywords)
   • Target/goal value
4. Set display preferences (color, icon, position)
5. Save and add to dashboard

# Enterprise Deal Velocity
Metric: Count of conversations tagged "enterprise" with "closed-won"
Time Period: Last 30 days
Goal: 15 closed deals per month
Alert: If below 10 by day 20

# Support Resolution Rate
Metric: % of support calls with "resolved" tag / total support calls
Calculation: (Resolved / Total) * 100
Goal: > 85%
Alert: If below 75%

# Demo-to-Sale Conversion
Metric: Ratio of "demo" tagged calls that lead to "purchase" within 45 days
Department: Sales
Goal: > 25% conversion rate

Set up alerts to be notified when metrics cross thresholds:

Interactive features help you dig deeper:

• Hover Details: See exact values and dates on hover
• Zoom & Pan: Focus on specific time periods
• Compare Periods: Overlay multiple date ranges
• Annotations: Mark significant events (product launches, campaigns)
• Trend Lines: Add linear regression or moving averages
• Anomaly Detection: Automatically highlight unusual patterns

Choose from preset ranges or create custom periods:

Or create a custom range:

1. Click the date range selector
2. Select "Custom Range"
3. Pick start and end dates from calendar
4. Optionally compare to previous period
5. Apply to update all charts and metrics

Filter by various dimensions to segment your data:

Save frequently used filter combinations as views:

1. Apply your desired filters
2. Click "Save View"
3. Name your view (e.g., "Enterprise Q1 Performance")
4. Choose visibility (Personal or Shared with team)
5. Access saved views from the Views dropdown

Compare metrics across departments to identify best practices:

• Conversation Duration: Which team has most efficient calls?
• Sentiment: Which department has happiest customer interactions?
• Action Item Completion: Who follows through best?
• Topic Overlap: Where do departments discuss similar themes?

1. Configure your dashboard with desired filters and date range
2. Click "Export" in the top right
3. Choose format and content to include
4. Download or email directly to recipients

Automate recurring reports to keep stakeholders informed:

1. Set up your dashboard view with filters
2. Click "Schedule Report"
3. Configure schedule:
   • Frequency (Daily, Weekly, Monthly)
   • Day/time to send
   • Recipients (email addresses)
   • Format (PDF, CSV, etc.)
4. Save schedule

# Executive Weekly Digest
Frequency: Every Monday at 8 AM
Recipients: [email protected]
Content: KPI summary, top insights, week-over-week changes
Format: PDF

# Support Monthly Review
Frequency: 1st of each month
Recipients: [email protected]
Content: Ticket trends, sentiment analysis, top issues
Format: PowerPoint

# Sales Daily Standup Metrics
Frequency: Weekdays at 9 AM
Recipients: [email protected]
Content: Yesterday's calls, pipeline movements, demos scheduled
Format: Email summary

Share live dashboard views with team members:

• Internal Link: Share a link that opens the dashboard with your filters applied
• Embed: Embed dashboard in company wiki or intranet (iframe support)
• Slack Integration: Post dashboard snapshots to Slack channels automatically