The Dashboard is your command center for understanding whether Slokoto is delivering value to the organization.
What it does
The Dashboard provides executive-level metrics and insights that answer: "Is this system delivering ROI?"
Unlike Todo, which is for daily execution, the Dashboard is designed for:
- Managers reviewing team performance
- Founders tracking revenue impact
- Team leads identifying risk and coaching opportunities
How to use it
Accessing the Dashboard
- Click Dashboard in the sidebar
- Review the widgets from top to bottom
Setting filters
At the top of the Dashboard, you can filter metrics by:
- Time range: 7 days, 30 days, or 90 days
- Scope: My Team or Me
All widgets update automatically when these filters change.
Dashboard sections
1. Executive Summary
Five critical numbers appear at the top:
| KPI | What it shows |
|---|---|
| Deals Won | Number of deals won with Slokoto's help, plus change vs previous period |
| Revenue Won | Total revenue from won deals, plus average deal size |
| Win Rate | Percentage of Won / (Won + Lost), compared to previous period |
| Avg Time to Win | Days from first touch to close |
| Active Attention | Leads currently needing attention, broken down by urgency |
2. Attention & Risk
This section answers: _Where are we about to lose deals?_
- Need Attention Breakdown highlights urgent leads
- SLA Risk shows how many leads are breaching your response expectations
3. Outcomes & ROI
This is where the Dashboard proves value:
- Outcome Distribution shows Won, In Progress, Need Attention, Not Responding, and Lost
- Stage Progression Impact shows which stages are converting and which are stalling
Use this section to decide which leads or stages deserve investigation in Pipeline and Lead View.
4. Execution Quality
This section shows whether the team is using Slokoto well:
- Action completion rate
- Response speed
- Top action types
5. AI Usage & Cost Awareness
This section shows:
- Current AI balance and recent usage
- Burn rate
- Which kinds of AI work are consuming your allowance
6. Quick Links
At the bottom, Dashboard links you into operational views such as:
- Todo for urgent execution
- Pipeline for current CRM state
- Activity for AI transparency
- Integrations for connection health
Key terms
| Term | Meaning |
|---|---|
| KPI | Key Performance Indicator - a critical business metric |
| Win Rate | Percentage of Won deals divided by Won + Lost deals |
| SLA | Service Level Agreement - your follow-up timing target |
| Burn Rate | Speed at which AI actions are being consumed |
| Stage Progression | Movement of leads through your pipeline stages |
Tips and best practices
For managers
- Check the Dashboard weekly to spot trends before they become problems
- Watch SLA Risk because rising numbers often mean capacity issues
- Use Stage Progression to identify which stages need coaching
For team leads
- Review Execution Quality to identify coaching opportunities
- Check Action Types to see whether the team is using enough channels
- Monitor Response Speed for signs of overload
For founders and executives
- Focus on Revenue Won and Win Rate for ROI proof
- Track Time to Win to see whether Slokoto is shortening the sales cycle
- Use Outcome Distribution to validate pipeline health
What not to do on the Dashboard
The Dashboard is for viewing metrics, not for taking action:
- Do not look for individual lead details here; use Lead View
- Do not try to complete actions here; use Todo
- Do not dig into AI explanations here; use Activity
Remember: Dashboard proves value. Todo creates value. Pipeline and Lead View explain current state.