Dashboard

Dashboard Purpose

The Dashboard is the daily starting point for the portal. It should summarize what is happening across businesses, campaigns, QR scans, leads, bookings, reviews, feedback, coupon claims, loyalty activity, automations, and plan usage.

What Users Should Check

• Business setup and readiness.
• Recent QR scans and landing page visits.
• New leads, bookings, feedback submissions, coupon claims, and customer records.
• Top campaigns and underperforming campaigns.
• AI credits, plan limits, and billing state.
• Recent automation activity and failed sends.

Recommended Daily Routine

1. Open Dashboard after login.
2. Check new activity first: leads, bookings, feedback, reviews, and automation failures.
3. Open the relevant business or campaign detail for follow-up.
4. Use Reports for deeper analysis when a metric changes unexpectedly.

Dashboard - Main Features Overview

Workspace dashboard for quick performance, activity, and setup visibility. This page explains how customers should use the Dashboard module in day-to-day LocalBoost AI operations, from setup to review and troubleshooting.

Main Features

• Unified performance snapshot across businesses and campaigns.
• Recent activity for leads, bookings, feedback, coupon claims, QR scans, and automations.
• Plan, credit, and workspace readiness visibility.
• Quick access to modules that need attention.
• High-level trend review before opening detailed reports.

Recommended Workflow

1. Open Dashboard after login.
2. Review alerts, recent submissions, and failed automation activity.
3. Open the business or campaign behind any unusual metric.
4. Assign follow-up through CRM tasks when needed.
5. Use All Reports for deeper analysis.
6. Use reports, logs, or CRM follow-up to confirm the result after launch.

Views, Filters, and Review Options

• Workspace selection.
• Business context when available.
• Date range for activity widgets.
• Status widgets for active or failed items.
• Quick search or shortcuts where available.

Available Actions

• Open module shortcuts.
• Review summary cards.
• Compare current activity with previous periods.
• Jump to business, campaign, CRM, or report pages.
• Use dashboard findings to prioritize daily work.

Benefits

• Gives teams a daily operating view.
• Prevents missed leads and unresolved feedback.
• Shows campaign momentum quickly.
• Helps agencies monitor many businesses from one place.

Before Publishing or Activating

• Make sure businesses and campaigns are assigned correctly.
• Check failed automation or disconnected integration warnings.
• Confirm plan and credit indicators are not blocking work.
• Review new customer actions daily.
• Check mobile layout because most QR and local campaign visitors use phones.

Troubleshooting

• If metrics are empty, confirm campaigns have traffic.
• If counts look wrong, check business filters.
• If widgets fail, clear cache and review route/module status.
• If activity is delayed, check queues and cron jobs.
• If automation or AI does not run, check credits, provider settings, logs, and feature access.

Operational Notes

Use consistent naming for businesses, campaigns, templates, QR codes, automations, and CRM segments. Consistent naming makes reports easier to read and helps support teams diagnose issues quickly. When a feature depends on an addon, confirm the addon is installed, active, available in the current plan, and visible to the current workspace.