The dashboard and SLA health

What the numbers and status indicators on your landing page mean, and where to change the thresholds behind them.

2 min read

The Dashboard is your daily starting point. A one-line briefing at the top names what needs you right now (unassigned conversations, tasks past SLA, new contacts this month, and any newsletter draft), and every number in it is a link straight to that work.

  • Next-action cards: the three cards below the briefing surface your most urgent queues (task-SLA breaches, conversations waiting for an owner, and a draft newsletter ready to send). A card turns quiet when there is nothing to do there.
  • Field operations (workspaces with canvassing or deliveries): doors knocked and conversations over the last 7 days, turfs being knocked right now, overall door coverage (doors reached at least once vs every door on your live turfs, with a percentage), sign requests ready to go out, signs delivered in the last 7 days, and volunteers waiting for approval — each one a link to that work. See Canvassing and Deliveries.
  • Stat tiles: a row of headline numbers. Open and unassigned counts are always live. Workspaces with donations turned on also get a Donated this month tile — the same numbers as the Donations page tiles, so the two screens can never disagree. The averages (first response, time to close) cover a time window you pick — the last 7, 30, 60, or 90 days, 30 by default — and are recalculated nightly; the “as of” line shows when, and its Refresh link recalculates them on demand. A brand-new workspace shows “being calculated” for a moment instead of zeros.
  • New contacts and Coming up: a 30-day growth chart beside your upcoming events. Empty states link you to the next step when there is nothing scheduled yet.
  • Representative performance: a quiet table of each teammate’s numbers. Open counts and SLA breaches are live; closed counts, averages, and resolution rate follow the time window you picked above.

How SLA status works

A service-level agreement (SLA) is a promise about response time: for example, “reply to every inbox email within 24 working hours” or “close tasks within 24 working hours”. The dashboard tracks open items against those targets and rolls them up into a status.

  • On track: no open items have exceeded their target.
  • Warning: the number of breached items has reached the warning threshold.
  • Critical: breaches have reached the critical threshold and need attention now.

Targets count working hours only. Administrators define working days, business hours, the hour targets, and both thresholds under Workspace → Service levels. See Settings and configuration.

Chase the cause, not the number
A warning status is a queue, not a verdict: open the Inbox or Tasks and work the oldest items first. Those are the ones breaching.
Related

Try this on sample data.

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