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, 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
Sales: Full KPIs (+ expected revenue, team stats, revenue delta) + activity feed (dashboard:kpis-full, dashboard:activity)
Studio: Insights card (deterministic rule-based alerts — no model call, no AI Pack; dashboard:insights)

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	Free

The dashboard has no date-range picker — the deal-flow KPIs are locked to a rolling last-30-days window (the header shows a “KPIs · last 30 days” caption). Ranged exploration (7D / 30D / 90D / YTD / All / custom) lives on the Reports and Analytics pages. Won-Revenue, Contacts, and Deals show a year-over-year trend arrow when historical data exists.

Insights

The Insights card (getInsights) surfaces four types of actionable alerts. These are deterministic rule evaluations over live data — no LLM, no model call, no narrative, no confidence score, and no API key required. It is a normal Studio-plate feature (dashboard:insights) — it renders independently of the AI master switch and is not counted as AI usage.

Insight	Criteria
Deals at risk	No activity for 7+ days (open deals only)
Tasks due soon	Due date within next 3 days
Overdue tasks	Due date is past, status not done
SLA breach	sla_due_at is past, status not resolved

Analytics

Route: /org/[slug]/analytics. Always visible on Free with basic overview charts (analytics:basic-charts). The Revenue / Traffic / AR / AP tabs and revenue-trend analysis unlock at Full Loop (analytics:revenue-trends); full year-over-year comparison rides analytics:yoy (Full Loop + the advanced-analytics add-on). Date-range presets (7D / 30D / 90D / 12M / YTD / All + custom) are available on this page.

Revenue trend: area chart of won deal values over time vs. previous year
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

Reports

Route: /org/[slug]/reports. Forward-looking snapshots for pipeline analysis and forecasting. Full Loop feature (reports:page).

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, options?) in actions/dashboard.ts
Server action	getInsights(orgSlug, locale?) in actions/dashboard.ts
Feature flags	dashboard:page (Free), dashboard:kpis-basic (Free), dashboard:kpis-full (Sales), dashboard:activity (Sales), dashboard:insights (Studio)
Planned (reserved key, no UI)	dashboard:ai-copilot — natural-language query bar (Studio + ai-pack)
Migration	00034_dashboard_reports_feature_flags.sql (seeds flags)