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

# Dashboard Overview

> A live overview of your senders, today's sending, last week's results and anything waiting on you.

The Dashboard is the first tab under **Outreach**. It shows the current workspace's senders, how much they've sent, and what needs a person to act.

## Setting up a new workspace

Until a workspace has a sender, leads and a sequence, the Dashboard shows a checklist titled **Welcome — let's get you set up** (or **Finish setting up** once you've started). Each finished step turns green.

| Step                    | What it does                                                                                                                                                                                                  |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **1. Connect a sender** | Link a LinkedIn account, or a Gmail/Outlook mailbox, through a hosted login. The account owner signs in themselves. See [Connect a sender](/getting-started/onboarding-first-steps/connect-linkedin-account). |
| **2. Import leads**     | Paste a LinkedIn search URL, upload a CSV, or pull a sender's existing connections. See [Import leads](/crm-lead-management/importing-leads).                                                                 |
| **3. Build a sequence** | Lay out the steps (for example profile view → invite → message) on the canvas, pick a sender pool and activate it. See [Build a sequence](/sequences/creating-managing-sequences/how-to-build-a-sequence).    |

<Tip>
  Senders warm up gradually, so connect them as early as you can. A new account starts on low daily limits that rise over the following weeks. See [How sending works](/getting-started/platform-overview/smart-limits-and-account-safety).
</Tip>

Client viewers never see the checklist.

## Quick actions

The header has three buttons: **Connect sender**, **Import leads** and **New sequence**. Connect sender and New sequence are shown to Owners and Managers only. Quick actions are hidden for client viewers and in a suspended workspace.

## What's on the page

<AccordionGroup>
  <Accordion title="Stat tiles" icon="chart-simple">
    * **Sent today**: everything sent by all senders in the last 24 hours.
    * **Queued (next 24h)**: actions already scheduled for the next day.
    * **Live enrollments**: leads currently moving through a sequence.
    * **Leads**: total leads in the workspace.
  </Accordion>

  <Accordion title="Sender health" icon="heart-pulse">
    One tile per sender. Each tile shows:

    * The sender's name, provider and warm-up **Level**
    * Its health score, color-coded
    * A status pill: **Connected**, **Connecting**, **Re-login needed**, **Error**, **Paused** or **Disabled**. Hover it to see the reason.
    * An **auto-paused** badge if the platform paused it
    * Today's usage against the daily limit for **Invites**, **Messages** and **Views**

    Click a tile to open the sender. **All senders** opens the Senders tab.
  </Accordion>

  <Accordion title="Today and last 7 days" icon="calendar-week">
    Invites sent, Accepted, Messages sent and Replies, with acceptance and reply rates.

    These come from the same calculations as the [Reports page](/reports/reports-overview), so the Dashboard, Reports, the client portal, Claude and the API always agree. For anything beyond a headline, open Reports.
  </Accordion>

  <Accordion title="Waiting on you" icon="bell">
    Shortcuts into filtered views:

    * **Replies awaiting action**: unread conversations marked *Interested*
    * **Unread conversations**
    * **Open tasks** (hidden from client viewers)
    * **AI drafts awaiting review** (hidden from client viewers)
    * **AI lines awaiting review**: lines written ahead of time on the [AI review](/ai-and-data/ai-variables-and-review) tab (hidden from client viewers)
  </Accordion>

  <Accordion title="Needs attention" icon="triangle-exclamation">
    Anything with a problem, each with the reason and a link. When nothing is wrong it reads *Everything looks healthy*.

    | Kind                   | Means                                                               |
    | ---------------------- | ------------------------------------------------------------------- |
    | Sender needs attention | Re-login needed, an error, or auto-paused                           |
    | **Sequence stalled**   | Live leads, but nothing sent and nothing planned                    |
    | **Sender running dry** | Fewer than two days of new leads left                               |
    | Sequence throttled     | Being slowed down; the reason is shown                              |
    | **Held replies**       | Leads paused after replying, waiting for you to resume or exit them |
    | Import failed          | An import stopped with an error                                     |

    Alerts **resolve on their own** when the cause goes away, so there is no dismiss button. See [Stall alerts](/reports/stalled-and-running-dry-alerts).
  </Accordion>
</AccordionGroup>

## The tabs

| Tab           | For                                                                                                                    |
| ------------- | ---------------------------------------------------------------------------------------------------------------------- |
| **Dashboard** | This page                                                                                                              |
| **Inbox**     | Every conversation, all senders                                                                                        |
| **Senders**   | Accounts, health, schedules, budgets                                                                                   |
| **Leads**     | Everyone you're reaching out to                                                                                        |
| **Sequences** | Build, publish and run campaigns                                                                                       |
| **Tasks**     | What needs a person                                                                                                    |
| **AI review** | Approve AI-written lines before they can be sent                                                                       |
| **Reports**   | Overview, funnel, replies, sequences, senders, clients, cost                                                           |
| **Clients**   | Managers only, when you run outreach for several customers                                                             |
| **Settings**  | Workspace, members, safety, blacklists, AI & data, email & booking, API & webhooks, integrations, white-label, billing |

Client viewers see Dashboard, Inbox, Leads and Reports only.

## Switching workspaces

The workspace switcher sits at the top left of the Outreach area (on mobile, under **Outreach** in the sidebar). It lists every workspace you belong to with your role in each. Choose **+ New workspace** to create another one. You switch to it straight away, and the app remembers the workspace you used last.

<Note>
  A red banner means the workspace is **suspended** for non-payment: senders are paused and everything is read-only. An amber banner means payment is **past due**, and the workspace becomes read-only 7 days after the failed payment. Both link to **Update billing**. See [Billing](/subscription-and-billing/subscription-management).
</Note>

## Related articles

* [The Reports Page](/reports/reports-overview)
* [Stalled and Running-Dry Alerts](/reports/stalled-and-running-dry-alerts)
* [Sender Statuses and Errors](/senders/sender-statuses-and-errors)
* [Inbox Overview](/inbox-and-manual-messaging/inbox-overview)
