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Business dashboards

Read LogAI's Home dashboards: Overview KPIs with period comparisons and live Signals, the Sales dashboard with date-range KPIs, revenue trend, orders, stock and team leaderboard, the Razorpay Payments dashboard, Google Analytics website stats, and one-click AI Insights.

6 min read · Last updated 2026-10-04

The Home section holds your dashboards: Overview (your landing page after sign-in), Sales, Analytics, and Agentic AI — the full-page xLog assistant, which is also one keystroke away on every page. Detailed, filterable and exportable reports live in their own Reporting section — Overview, Sales, Orders, Finance, Inventory, Leads, Team and Marketing; see Reports & analytics.

The Overview dashboard

The welcome card greets you with permission-gated quick actions (New Lead, Deals, Tasks, Schedule, Chat, Invoices); during a trial it also shows a Set up your workspace checklist with your countdown. Below it:

• KPI tiles — Total Leads, Tasks Completed, Events, Invoices. Each compares your selected date range (default: last 30 days) against the preceding period of equal length; the sparkline shows whether you're ahead of or behind last period's pace.
• Signals — up to four live, rule-based highlights (not AI): lead flow vs last period, conversion rate, task health, pending invoices, unread messages — warnings first, each deep-linking to its page.
• Cards — Team Performance (tasks per member), Lead Status Distribution, Total Revenue (collected vs outstanding), Deals (first pipeline's stage split), Recent Leads, Upcoming Events, and a Chat Summary.

AI Insights on any dashboard: The AI Insights button sends the on-screen data to the AI and returns key findings and recommended actions in a side panel — free of charge (no AI credits), cached for five minutes.

Sales, Payments & Analytics

The Sales dashboard

One date range drives the whole of Home → Sales. Pick it in the header — Today, Last 7 days, Last 30 days (the default), Last 90 days, This month, Last month, This quarter, This year, All time or a custom range — and leave Compare with previous period on to see each figure against the period of equal length just before it. Your choice is remembered in this browser.

• Tiles — Revenue (payments received in the range), Invoiced (net value of invoices raised), Orders (with how many are still to fulfil and how many were delivered), Avg order value, and Outstanding. Outstanding is what's still unpaid across every invoice, with the number of pending invoices, so it ignores the date range.
• Revenue over time — switch between Revenue and Invoiced; with comparison on, the previous period is the dashed line. Underneath: your best day (best week or month on longer ranges), the average per day, and how many invoices are paid, with the share collected against invoiced.
• Orders — orders placed in the range: to fulfil, delivered and cancelled, a breakdown by status with each status's value, and how many are paid. Open goes to Commerce → Orders.
• Top products and Product performance — every product invoiced in the range, with value, units sold and average price. The table can be searched, sorted, and filtered by quantity, total value and average price; Report and Full report open the Sales by product report in Reporting for the same dates.
• Inventory — live stock, not tied to the range: value on hand, how many tracked products are in stock, low and out, and a Needs restock list. Open goes to your Catalog.
• Leaderboard — the team score, with its own Week / Month / Qtr / All switch (Month by default).

How the Leaderboard scores: Per person over the selected period (Week, Month, Qtr or All): 50 points per deal won + 1 point per ₹1,000 of won-deal value + 20 points per lead converted + 2 points per completed task. Each row shows deals won and their value, conversions and tasks done; the top three are ranked gold, silver and bronze with a crown on the leader, and your row is tagged You. The card lists the top five — Show all lists the whole team.

Access

Overview is available to everyone (its sections trim to your permissions); each other dashboard needs View on its own menu item, and the Payments tiles need Razorpay connected. Zeroed Payments tiles mean Razorpay isn't connected yet. For deeper numbers than a dashboard shows — registers, GST tax summary, receivables ageing, stock valuation, lead funnels — and CSV export, use Reporting.

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