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Agency KPI dashboards built from your real workspace records

Pick metrics from a typed registry, choose a 7, 30, 90 or 365 day range, scope a widget to one client or all of them, and drill into the records behind any number. Dashboards compute live from your workspace, never from estimates.

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7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.

What you get

KPI dashboards in Versabot

  • Metrics for contacts, pipeline stages, form submissions, successful and failed runs, review requests and feedback, average private rating, published reports and credits used.
  • Daily trend lines and stage breakdowns.
  • Drill down to the exact records behind a number.
  • Share a dashboard with your team or keep it private.
  • Restricted metrics show as restricted instead of leaking numbers to the wrong role.
  1. 1Choose metricsStart from the agency overview template or pick widgets yourself.
  2. 2ScopeSet the time range and whether a widget covers one client or all of yours.
  3. 3InvestigateOpen the records behind any number and ask the agent what changed.

Good to know

Current limits, stated plainly

  • Dashboards cover Versabot records only; ad spend and external analytics are not imported.
  • Client users see published reports in the portal rather than dashboards.

FAQ

KPI dashboards questions

Can a staff member assigned to one client see other clients' numbers?

No. Every widget is computed only from the clients that person can access.

Are numbers cached?

No. A dashboard is computed from live records each time you open it.

Related

Keep exploring

Performance attribution

Tie fees to verified receipts with an independent audit step.

Contacts & custom fields

Each client gets its own contact list with pipeline stages, tags and the custom fields your agency defines once.

Client portal

Publish reviewed reports and run evidence to a client-scoped portal.

Put the agent to work on one client first.

Connect what you already use, ask for the work in plain language, and approve what leaves the building.

7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.

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