Metrics

Get a complete overview of your agency’s performance and health in one centralized dashboard. Get key insights across companies, contacts, SaaS usage, subscriptions, and customer activity. Includes important KPIs like churn rate, amount spent, active users, tickets, feedback (NPS), and happiness levels, subscription trends, user activity, and feature usage.

Monitor the performance and usage of all installed apps in your system with a detailed analytics dashboard. Get key insights such as total executions, active apps, average usage per app, and top-performing integrations. View usage distribution, most popular apps, and a complete list of all installed apps with their status and execution counts.

Track and monitor your agency’s launchpad progress in one centralized view. View key insights into total locations, checklists, onboardings, and steps, along with overall completion progress. View average completion rates across checklists, onboardings, and steps, and drill down into individual locations to see detailed progress and status.

Monitor all agency transactions in one centralized dashboard with detailed financial insights and performance metrics. Get an overview of transaction activity across all locations within a selected date range. Includes key KPIs such as total locations, number of transactions, successful and failed transactions, total transaction amount, and breakdowns of success and failure values.

Get a complete overview of your knowledge base performance, engagement, and content growth in one place. This module tracks key metrics across assets, articles, onboardings, quizzes, FAQs, and media files.

Monitor and analyze ticket performance across all locations with a detailed support analytics dashboard. Get real-time insights into total tickets, open and resolved cases, in-progress work, and overall support efficiency. View key metrics such as average resolution time, reopen rate, ticket trends over time, status breakdowns, priority distribution, and request types.

Get a complete overview of your store’s performance and analytics in one centralized dashboard. View key insights into revenue, subscriptions, customers, and product distribution across snapshot and service stores.

Provides a centralized, agency-level financial reporting dashboard to aggregate, monitor, and analyze payment transaction volumes, success/failure rates, and monetary amounts across all connected portal sub-account locations.

Displays a KPI summary card showing the total count of active client sub-account locations connected to your agency portal account.

Displays a KPI summary card showing the total count of all payment transaction attempts - both successful and failed - processed across your agency sub-accounts.

Displays a KPI summary card showing the total count of completed and settled payment transactions across all agency sub-accounts.

Displays a KPI summary card showing the total count of unsuccessful or declined payment transaction attempts across all agency sub-accounts.

Displays a KPI summary card showing the combined total monetary value of all processed payment transactions - both successful and failed - across your agency sub-accounts.

Displays a KPI summary card showing the cumulative monetary value of all completed payment transactions across your agency sub-accounts.

Displays a KPI summary card showing the cumulative monetary value of all unsuccessful or declined payment transactions across your agency sub-accounts.

Displays a KPI summary card showing the total count of distinct customers or contacts who have initiated transactions across your agency sub-accounts.

Renders a vertical bar chart visualization comparing total transaction volume alongside successful and failed billing counts across your agency sub-accounts.

Renders a proportional pie chart visualization comparing the gross monetary volume of successful transactions against failed payment amounts across your agency sub-accounts.

Opens a calendar date range selector to filter transaction volumes, financial totals, and chart analytics across a custom timeframe.

Triggers a manual sync to fetch real-time billing records and refresh all transaction metrics, financial totals, and analytical charts across your agency sub-accounts.

Provides a detailed documentation entry for the Management Dashboard – Agency Dashboard Overview component, which consolidates high-level metrics on sub-account volume, SaaS subscriptions, customer financial spending, churn rates, user health distributions, and subscription trends across the agency platform.

Provides a detailed KPI summary metric card under the Management Dashboard – Total Sub-Accounts panel that tracks the total volume of managed sub-account locations provisioned across the agency platform.

Provides a detailed documentation entry for the Management Dashboard – SaaS & Non-SaaS Accounts Tracking components, which categorize and track sub-accounts based on whether they operate under automated SaaS mode billing or standard non-SaaS provisioning.

Provides a detailed KPI summary metric card under the Management Dashboard – Customer Churn Rate panel that highlights the percentage of cancelled or deactivated sub-accounts relative to total customer accounts across the agency platform.