Dashboard

This page contains step by step information about the dashboard and its configuration in detail.

Partner Panel Overview

When you log in to the Partner Panel, you will land on the Dashboard page. This page provides an overview of your progress, user statistics, and recent activity. Below are the detailed sections of the dashboard:

1. Onboarding Progress Tracker

The onboarding tracker is prominently displayed at the top of the dashboard. It provides a visual representation of your onboarding journey, showing:

• The steps you have already completed.

• The remaining steps needed to fully onboard onto the Partner Panel.

This tracker consists of five steps, which are detailed in the following pages. It helps you easily identify your progress and guide you through completing the process efficiently.

1. Connect the custom domain for your platform.

Custom Domain | BotPenguin for Partnerspartners.botpenguin.com

1. Setup required integrations.

Integration Setup | BotPenguin for Partnerspartners.botpenguin.com

1. Create pricing plans.

Plans | BotPenguin for Partnerspartners.botpenguin.com

1. Invite your team members.

Partner Team Management | BotPenguin for Partnerspartners.botpenguin.com

1. On board your first customer.

Customer Management | BotPenguin for Partnerspartners.botpenguin.com

2. Panel Statistics

Below the onboarding tracker, you will find a table summarizing key metrics of your Partner Panel. This table consists of eight sections, each representing critical data points:

1. Total Customers Displays the total number of customers who have signed up on the portal till date.

2. Paid Customers Displays the count of customers who have subscribed to any of the plans you are offering.

3. Freezed Customers Represents the paid customers whose subscriptions have not been renewed. These accounts are currently in a "freezed" state.

4. Signups This Week Reflects the total number of new customer signups on the portal during the current week.

5. Signups Today Shows the total number of customer signups that occurred on the current day.

6. Messages Consumed Tracks the total number of messages consumed for creating plans. Note that this count includes only messages from plans assigned to customers.

7. WhatsApp Conversations Displays the number of WhatsApp conversations used while creating and assigning plans to customers.

8. Team Members Indicates the number of team members you have added to your Partner panel, along with the roles assigned to them by you as the admin.

3. Recent Signups

At the bottom of the dashboard, a table lists the customers who have recently signed up on the portal. This provides an at-a-glance view of your latest users, helping you monitor and follow up with them effectively.

Please feel free to reach out to us at [email protected], in case of any questions or concerns.