Dashboard Overview

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Your Personalized Dashboard

The Stanna dashboard displays real-time insights, at-risk clients, and key metrics tailored to your role.

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Dashboard Layout

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Key Performance Cards

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

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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)

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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

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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

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Keyboard Shortcuts

Navigate faster with keyboard shortcuts:

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

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Next Steps