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Read Dashboard numbers and change the date range

What the Dashboard counts and how to switch between 7, 30, 90 days or all time.

Last updated October 3, 2026

Overview

The Dashboard summarizes activity for your workspace, such as texts sent and conversations, plus recent leads and bookings.

Owners also see the setup card. It tracks the five onboarding steps: Business, Number, Payment, Verification and Go live, and its button takes you to the next thing to do, such as Continue, Fix my details, View verification or Go live.

  • Use the date range control at the top to switch between the last 7, 30 or 90 days, or all time.
  • Select a recent lead to open it in the Lead Inbox.
Read your Dashboard and setup statusWhat the Dashboard shows and how to finish any setup items that remain.Complete onboardingThe five onboarding steps: Business, Texting number, Payment, Verification and Finish.Fill in the Business stepHow to enter your business details, address and time zone during onboarding.