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Overview is the first page you land on: your dashboard for how contacts, conversations, automations and broadcasts are doing on the channel you have selected, plus what is happening right now. For the deeper reports (CSAT, team performance, appointments, finance and the activity log), see Configurations → Reports, covered on their own pages linked at the bottom of this one.
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.

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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.

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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.

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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 (including workspace-wide business activity such as invoices, appointments, payments, reviews and automation failures), each with a status colour and how long ago it happened. For the full history see Logs.

Peak conversation hours

A heatmap of inbound messages by weekday and hour, over the last 28 days. Darker cells mean more messages arrived at that hour. The chart notes which timezone the hours are shown in.

Growth-tool attribution

Your top six growth tools by clicks, each with the contacts it brought in and a click-to-contact conversion rate, so you can tell a link that gets clicked but doesn’t start a conversation from one that works.

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.
Peak conversation hours and Growth-tool attribution sit side by side, the heatmap taking the wider share of the row. Upcoming appointments lists confirmed one-to-one bookings only, in the contact’s own timezone. Class seats are not listed here. Open Appointments for those. The panel is hidden entirely if your role has no access to Appointments.

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What Overview does not do

Nothing on Overview can be exported. CSV and PDF exports exist on the five Reports tabs instead. See Exporting reports.
The only filter is the channel selector. Message volume is fixed to the last 14 days, Peak conversation hours to the last 28 days, and every other number is all-time. The 14-day and 28-day windows don’t line up with each other, so don’t expect the two charts to visually agree on how busy a given day was.
No At a glance card totals what you took, what you billed or what you are owed. Recent activity lists invoices and payments as events, not as amounts. For the money itself, open Configurations → Reports and select the Finance tab. See Finance report.
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.
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.

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What to check next

Conversation reports

How to read inbound versus outbound volume and reply rate.

CSAT report

Response rate, average score and satisfaction, across every survey you’ve sent.

Team performance

Assignments, replies and response times, per teammate.

Finance report

Money in, billed, outstanding and spent, on the Finance tab of Reports.

Reading the Logs page

The full activity feed behind Overview’s Recent activity panel.