Overview (Dashboard)
The summary screen you see when you log in. Understand the day's status at a glance.
What is the Overview?
It’s the first page that opens when you log in. It shows what happened in your business over the last 24 hours at a glance. You can start each morning here.
Path: Left menu → Overview
Summary cards at the top
Each card shows the status for the last 24 hours:
| Card | What it shows |
|---|---|
| New Staff | Newly added users |
| Open Support Tickets | Support tickets that haven’t been closed yet |
| Pending Invoices | Unpaid invoices |
| New Leads | Incoming leads |
| New Customers | Customers added |
| Overdue Tasks | Tasks past their due date |
| Completed Tasks | Tasks that were finished |
| Logins | Number of users who logged in |
Cards are served from a short-lived cache. If you add a new record and check right away, the count may update with a delay of a few minutes.
Lower sections
Active Users
Shows who is currently connected and the online rate. Use it to see who on your team is available.
Tasks
The list of open tasks assigned to you. Click one to see its details. See Tasks.
Recent Activities
The team’s latest actions: who added what, who changed what. Useful for admins to see the team’s rhythm.
Announcement card
Chatmatic’s new feature and update announcements appear here. If it bothers you, an admin can turn it off under Account Settings → Features.
Suggested daily use
- Start the day by checking the Overdue Tasks card.
- If there are New Leads, go to the Lead Hub and follow up.
- Check your call reminders.