For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/settings/dashboard-and-reports.md.
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      • Dashboard and reports

      The Dashboard is the first screen after signing in: a summary of what has happened in your operation since your last visit, with shortcuts to the areas where you act.

      Before you start: what you see depends on your role — revenue figures, for example, do not appear for roles without access to Sales.

      What lives here

      • A summary of the period — the numbers for the selected project.
      • Action shortcuts — create a project, open your wallet, view plans and extra packages.
      • Your plan's limits and credits — how much of each resource you have used. These limits are shared across every workspace you have, not counted per workspace.
      • Clickmax updates — what changed on the platform recently.

      Metrics by area

      The Dashboard summarises; the deeper analysis lives in each feature's own area:

      You want to knowWhere to look
      How each funnel step convertsFunnel analytics, in Funnels
      What came in and from which productsSales
      How lists and campaigns performedMessaging
      Where contacts came fromContacts

      Automatic reports

      You can receive a periodic summary without opening the platform. The setting lives in the account preferences.

      If it didn't work

      • A number is missing: check your role in no permission.
      • The numbers look wrong: confirm which project and which period the filter has selected.