Features
Dashboard & analytics
The Dashboard is the Financial Brain of OpsDash — the module that turns raw CRM and project data into revenue intelligence. It answers the question every agency owner asks: “Is the business healthy right now?”
| Module | Purpose | Time orientation |
|---|---|---|
| Dashboard | Real-time operational health: KPIs, activity feed, AI insights | Present — what needs attention today |
| Analytics | Trends over time: revenue trajectory, activity volume, YoY comparison | Backward — how you've been flying |
| Reports | Operational snapshots: pipeline health, project burn-down, forecasting | Forward — where you're going |
Dashboard
The first screen users see after login. Surfaces the most important operational signals in a single view without requiring navigation.
- Free: Basic KPIs (total revenue, pipeline value, win rate, activity count) + activity feed
- Pro: Full KPIs (+ expected revenue, date presets, team stats, revenue delta) + AI Insights card
KPI cards
| KPI | What it shows | Tier |
|---|---|---|
| Won Revenue | Total value of deals closed as Won in the selected period | Free |
| Pipeline Value | Total value of open deals (not Won or Lost) | Free |
| Win Rate | % of closed deals that were Won | Free |
| Activity Trend | % change in CRM activity volume (first half vs. second half of period) | Free |
| Expected Revenue | Sum of (deal value × probability) for open deals — weighted pipeline | Pro |
Date presets (Pro): 7D, 30D, 90D, 12M, YTD, All, Custom range. Each KPI shows a year-over-year trend arrow when historical data exists.
AI insights
The Insights card surfaces four types of actionable intelligence with a confidence score:
| Insight | Criteria | Confidence |
|---|---|---|
| Deals at risk | No activity for 7+ days (open deals only) | 85% — inferred from activity logs |
| Tasks due soon | Due date within next 3 days | 95% — due dates are exact |
| Overdue tasks | Due date is past, status not done | 100% — factual |
| SLA breach | sla_due_at is past, status not resolved | 100% — factual |
Analytics
Route: /org/[slug]/analytics. Shows trend charts over time — revenue trajectory, activity volume, deal conversion rates. Uses date range presets (Pro).
- Revenue trend: line chart of won deal values over time
- Activity volume: bar chart of CRM activity counts per period
- Win rate trend: deal conversion rate over time
- Team performance: activity count per team member (Pro)
Reports
Route: /org/[slug]/reports. Forward-looking snapshots for pipeline analysis and forecasting. Pro feature (platform:reports).
- Pipeline by stage: deal count and value per stage with conversion rates
- Deal conversion funnel: how deals progress through stages
- Revenue forecast: weighted pipeline projection for the next 90 days
- Project burn-down: actual hours logged vs. estimated hours per project
Technical reference
| Item | Detail |
|---|---|
| Server action | getDashboardStats(orgSlug, dateRange?) in actions/dashboard.ts |
| Server action | getAiInsights(orgSlug, locale) in actions/dashboard.ts |
| Feature flags | dashboard:page, dashboard:kpis-basic, dashboard:kpis-full (Pro), dashboard:ai-insights (Pro) |
| Migration | 00034_dashboard_reports_feature_flags.sql (seeds flags) |