The Dashboard is your command center for understanding if Slokoto is delivering value to your organization.
What it does
The Dashboard provides executive-level metrics and insights that answer: "Is this system delivering ROI?"
Unlike the 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 left sidebar
- The Dashboard shows all key metrics in a single, scrollable view
Setting filters
At the top of the Dashboard, you can filter all metrics by:
- Time range: 7 days, 30 days, or 90 days
- Scope: My Team (default, shows team performance) or Me (just your personal metrics)
All widgets update automatically when you change these filters.
Dashboard sections
1. Executive Summary (KPIs)
Five critical numbers displayed 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, faster means Slokoto is accelerating sales |
| Active Attention | Leads currently needing attention, broken down by urgency level |
2. Attention & Risk
Answers: "Where are we about to lose deals?"
- Need Attention Breakdown: Bar chart showing High / Medium / Low urgency leads
- SLA Risk: Number of leads breaching your SLA threshold
3. Outcomes & ROI
Proves Slokoto's value to your organization:
- Outcome Distribution: Visual breakdown of all leads by outcome
- Stage Progression Impact: Shows how Slokoto actions affect deal progression
4. Execution Quality
Shows whether your team is using Slokoto correctly:
- Action Completion Rate: % of AI recommendations that were completed (vs snoozed/dismissed)
- Response Speed: Average time from AI recommendation to user action
- Top Action Types: Breakdown of most common actions (Email, Call, Chat, Demo)
5. AI Usage & Cost Awareness
Transparent view of your AI consumption:
- AI Actions Used: Shows current usage vs your plan limit
- AI Actions by Type: How AI is being used
6. Quick Links
At the bottom, direct links to:
- View Todo (Need Attention)
- View History (Won deals)
- View Activity (AI Actions)
- View Integrations Health
Key terms
| Term | Meaning |
|---|---|
| KPI | Key Performance Indicator - critical business metric |
| Win Rate | Percentage: Won deals ÷ (Won + Lost deals) |
| SLA | Service Level Agreement - time targets for follow-up |
| Burn Rate | Speed at which AI actions are being consumed |
| Stage Progression | Movement of leads through your CRM pipeline stages |
Tips and best practices
For managers
- Check Dashboard weekly to spot trends before they become problems
- Watch SLA Risk - rising numbers indicate team capacity issues
- Use Stage Progression data to identify which stages need more support
- Compare periods - filter by 7 vs 30 days to see short vs medium trends
For team leads
- Review Execution Quality to identify coaching opportunities
- Check Action Types - is your team using all available channels?
- Monitor Response Speed - slower responses may indicate overload
For founders/executives
- Focus on Revenue Won and Win Rate for ROI proof
- Track Time to Win - Slokoto should be shortening your 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:
- Don't look for individual lead details (use History for that)
- Don't try to complete actions (use Todo for that)
- Don't dig into AI explanations (use Activity for that)