Skip to main content

​
Your Personalized Dashboard

The Stanna dashboard displays real-time insights, at-risk clients, and key metrics tailored to your role.
Stanna dashboard with real-time health metrics, at-risk client tracking, and sentiment analysis

​
Dashboard Layout

​
Key Performance Cards

Four primary KPI cards give you instant visibility into portfolio health:

Average Health Score

Portfolio-wide health score (0-100) with trend indicators showing week-over-week changes

MRR at Risk

Total revenue from at-risk clients (health ≤40) requiring immediate attention

Upcoming Renewals

Number and total value of contract renewals in the next 30 days

Integration Health

Real-time status of Gmail, HubSpot, and Intercom integrations with sync timestamps
Each card includes:
  • Visual indicators: Color-coded status (green for healthy, red for at-risk)
  • Trend arrows: Percentage change from previous period
  • Quick actions: Click any card to drill down into details

​
At-Risk Clients Table

The prominent Clients Requiring Attention table surfaces your most critical accounts:
  • Color-coded rows: Red (critical), orange (warning) background colors
  • Health score badges: Numerical scores with severity-based styling
  • Last contact tracking: Days since last meaningful interaction
  • MRR visibility: Revenue impact at a glance
  • Quick actions: One-click contact buttons to reach out immediately
The table automatically prioritizes clients by:
  1. Health score (lowest first)
  2. MRR value (highest revenue at risk)
  3. Time since last contact (stalest relationships)

​
Sentiment Trend Chart

Track portfolio-wide sentiment over time with a line chart showing:
  • Historical sentiment: 7-day rolling sentiment scores
  • Trend direction: Visual indication of improving/declining relationships
  • Data points: Hover to see specific date and score details
  • Updates: Real-time updates as new data syncs

​
Real-Time Intelligence

Your dashboard updates automatically:
  • Live data: Refreshes every 5 minutes with latest client data
  • Time filters: Switch between 7-day, 30-day, and 90-day views
  • Smart notifications: Visual indicators when critical changes occur
  • Last sync status: Always know how fresh your data is

​
Keyboard Shortcuts

Navigate faster with keyboard shortcuts:
  • ⌘K (Ctrl+K): Quick search for clients, tasks, or features
  • ⌘L (Ctrl+L): Open Lars AI assistant

​
Next Steps

Meet Lars AI

Learn how your AI assistant can help automate workflows

Client Management

Deep dive into managing your client portfolio

Sentiment Analysis

Understand how sentiment tracking works

Health Scoring

Learn how client health scores are calculated