Dashboard Overview
A tour of the customer dashboard: setup checklist, wallet, KPI cards, channel cards, and contacts summary.
When you log in, the dashboard is your home base — a single screen that shows how set up your account is, how much you have to spend, and how your channels are performing today. This page walks through each section.
Setup guide
New accounts see a progress-based setup checklist at the top of the dashboard. It tracks the basics you need before you can send at full capacity — things like connecting a gateway, adding contacts, and verifying your profile — and fills in as you complete each step. Once everything is checked off, the checklist collapses out of the way.
If you're not sure what to do first, the setup guide is the fastest way to find it — it only shows steps you haven't finished yet.
Wallet card
Your wallet card shows your current affiliate balance — funds available in your account. It's the first thing to check if a send fails unexpectedly or a gateway stops working, since some sending methods draw against this balance.
KPI cards
Below the setup guide, a row of KPI cards summarizes account activity at a glance:
- Active gateways — how many sending channels (SMS, WhatsApp, Email) are currently connected and working.
- Messages sent today — a running count across all channels, reset daily.
- Delivery rate — a donut chart showing the split between successful and failed deliveries, so you can spot a problem channel without digging into reports.
For a deeper breakdown of delivery performance over time, see Reports & Analytics.
Channel cards
Each connected channel — SMS, WhatsApp, and Email — gets its own card with:
- Balance — remaining credit or quota for that channel, where applicable.
- Daily limits — the sending cap currently in effect for that channel.
- Total / Success / Pending / Failed — a live count of messages sent through that channel, broken down by status.
These cards are the quickest way to tell whether a channel is healthy before you launch a campaign on it — if Failed is climbing, it's worth checking that channel's gateway before sending more.
Contacts & groups summary
A summary card shows how many contacts you have and how they're organized into groups, so you can see your audience size without leaving the dashboard.
Recent balance & transaction logs
The dashboard also lists your most recent balance and transaction activity, giving you a quick audit trail of what's been spent or credited recently, without needing to open a separate billing screen.
Next steps
If you haven't yet, walk through the Quick Start guide to connect a channel and send your first message — the dashboard will fill in as you go.