> ## Documentation Index
> Fetch the complete documentation index at: https://help.gostanna.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Overview

> Understanding your Stanna dashboard and key metrics

## Your Personalized Dashboard

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

<Frame>
  <img src="https://mintcdn.com/stanna/E1ghVFEb9ye75tAS/images/dashboard-modern.svg?fit=max&auto=format&n=E1ghVFEb9ye75tAS&q=85&s=f383c95185df2fd3ec88a75b16e5e303" alt="Stanna dashboard with real-time health metrics, at-risk client tracking, and sentiment analysis" width="1400" height="900" data-path="images/dashboard-modern.svg" />
</Frame>

## Dashboard Layout

### Key Performance Cards

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

<CardGroup cols={2}>
  <Card title="Average Health Score" icon="heart-pulse">
    Portfolio-wide health score (0-100) with trend indicators showing week-over-week changes
  </Card>

  <Card title="MRR at Risk" icon="triangle-exclamation">
    Total revenue from at-risk clients (health ≤40) requiring immediate attention
  </Card>

  <Card title="Upcoming Renewals" icon="calendar-check">
    Number and total value of contract renewals in the next 30 days
  </Card>

  <Card title="Integration Health" icon="link">
    Real-time status of Gmail, HubSpot, and Intercom integrations with sync timestamps
  </Card>
</CardGroup>

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

<CardGroup cols={2}>
  <Card title="Meet Lars AI" icon="sparkles" href="/ai-tools/ai-agent-overview">
    Learn how your AI assistant can help automate workflows
  </Card>

  <Card title="Client Management" icon="users" href="/features/client-management">
    Deep dive into managing your client portfolio
  </Card>

  <Card title="Sentiment Analysis" icon="heart" href="/pages/sentiment">
    Understand how sentiment tracking works
  </Card>

  <Card title="Health Scoring" icon="chart-line" href="/pages/health-score">
    Learn how client health scores are calculated
  </Card>
</CardGroup>