Almost everything on Overview follows the channel you have selected at the top of the page. Switch channel and the numbers change with it — the exception is Upcoming appointments, which is workspace-wide and does not change with the channel. See Navigating DMLY.
Start your day here
The top of the page greets you by name and names your business, then gives you a row of shortcuts to the things you open most: Open inbox, Appointments, Send broadcast, Contacts and Invoices. You only see the shortcuts for the areas your role can reach. If Send broadcast or Invoices is missing for you, that is your permissions, not a fault — see Roles and permissions.At a glance
The At a glance cards are your headline numbers. Every card except the two call cards is always shown.
Two more cards — Calls and Call answer rate — appear whenever WhatsApp is your selected channel. With no calls yet they still show, reading 0 and 0%.
These cards are all-time totals for the selected channel. There is no date range or period picker on Overview, and no comparison against a previous period.
The panels
Message volume
Outbound versus inbound messages over the last 14 days, as two lines. Fixed at 14 days. Reads No message activity yet. until messages start moving.
Recent activity
The six most recent events on the selected channel, each with a status colour and how long ago it happened. For the full history see Logs.
Upcoming appointments
Your next bookings — service, contact, time and staff member — with View all through to Appointments.
Flow outcomes
Where your automation runs end up: Completed, Running, Waiting, Failed, Cancelled. A climbing Failed count is your cue to open Automation not triggering.
Broadcast funnel
Recipients → sent → delivered → opened → replies, each step as a count and as a percentage of recipients, so you can see where a campaign drops off.
Contact sources
Your six biggest contact sources by count — where people are actually coming from. Reads No contact source data yet. until contacts carry a source.
What Overview does not do
There is no date filter
There is no date filter
The only filter is the channel selector. Message volume is fixed to the last 14 days; every other number is all-time.
Per-automation numbers live on the automation
Per-automation numbers live on the automation
For one automation’s own performance — runs, completion rate, messages sent, last run and its recent activity — open the automation and use Analytics. See Automation.
Reporting is not plan-gated
Reporting is not plan-gated
Overview is not restricted by plan. What you see is set by your role only. If a panel or shortcut is missing, check Roles and permissions.
What to check next
Conversation reports
How to read inbound versus outbound volume and reply rate.
CSAT
Ask customers to rate you, and route unhappy ones to a person.

