BotPenguin for Partners
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  • Partner Onboarding
    • Introduction
    • Partner Onboarding
    • Understanding your plans
  • Partner PLATFORM GUIDELINES
    • Dashboard
    • Customer Management
    • Team Management
    • Plans Management
      • Configurations
      • Plans
      • Add-on
      • Invoices
    • Integration Setup
      • Setup Google reCAPTCHA
      • Setup AWS SES Account
      • Setup ChatGPT Account
      • Setup Zoho Integrations
      • Setup Google OAuth App
      • Setup RazorPay Account
      • Setup Stripe Account
      • Setup Facebook App for WhatsApp & Facebook Bots
        • Create Facebook Login for Business Configuration
        • Meta System User Token
    • Configurations
      • Retention Policy
      • Custom Domain
      • Custom Script
      • Bot templates
      • Whatsapp Templates
    • Subscriptions
    • Feedbacks
    • Brand & Account Management
  • Customer Platform Guidelines
    • New Bot Setup
      • Website Chatbot
      • WhatsApp Chatbot
        • ⚙️WhatsApp Bot Creation with Automated onboarding
        • 🐧Migration Of Whatsapp Account from other platforms to BotPenguin.
        • 🔃Reconnect Whatsapp Bot
      • Instagram Chatbot
      • Facebook Chatbot
      • Telegram Chatbot
      • Microsoft Teams Bot
    • Chatflow Setup
      • Components In Chatflow
        • Request Information
        • Send Information
        • Trigger Actions
      • 3rd Party API in Chatflows
        • ChatGPT
        • Create your custom integration
        • Call external APIs in your chat flows
    • Train Your AI Chatbot
    • Install your Website Chatbot
      • Install Website Bot on WordPress
      • Install Website Chatbot on Custom Build Website
      • Install Website Chatbot on Squarespace
    • Bot Settings
      • Website Chatbot Settings
        • Design
        • General
        • Alerts
        • Triggers
        • User Access
        • Chat Window
        • AI settings
        • Transfer Chat to WhatsApp Functionality
      • Telegram Chatbot Settings
        • General
        • Telegram Profile
      • Instagram Chatbot Settings
      • Facebook Chatbot Settings
      • WhatApp Chatbot Settings
        • General
        • Alerts
        • WhatsApp Profile
      • AI Settings
    • Automation Settings
      • WhatsApp Template Setup
      • WhatsApp Catalog Setup
      • WhatsApp Flows (Forms) Setup
      • WhatsApp Broadcast Setup
      • WhatsApp Drip Campaigns Setup
      • Facebook Auto-Reply Features
    • 3rd Party App Integrations
      • Integrate BotPenguin with Microsoft Teams
      • Integrate BotPenguin with WooCommerce
      • Integrate BotPenguin with Capsule CRM
      • Integrate BotPenguin with Elevio CRM
      • Integrate BotPenguin with Close CRM
      • Integrate BotPenguin with CalendarHero CRM
      • Integrate BotPenguin with Extraaedge CRM
      • Integrate BotPenguin with Infobip CRM
      • Integrate BotPenguin with Google Sheets
      • Integrate BotPenguin with Google Task
      • Integrate BotPenguin with HelpShift CRM
      • Integrate BotPenguin with Zendesk CRM
      • Integrate BotPenguin with LeadSquared CRM
      • Integrate BotPenguin with Zoho Desk
      • Integrate BotPenguin with SupportBee CRM
      • Integrate BotPenguin with Wealthbox CRM
      • Integrate BotPenguin with SendInBlue
      • Integrate BotPenguin with Apptivo CRM
      • Integrate BotPenguin with Freshdesk CRM
      • Integrate BotPenguin with Help Desk CRM
      • Integrate BotPenguin with Helpcrunch CRM
      • Integrate BotPenguin with Jira CRM
      • Integrate BotPenguin with KarmaCRM
      • Integrate BotPenguin with LiveAgent CRM
      • Integrate BotPenguin with NetHunt CRM
      • Integrate BotPenguin with Plivo CRM
      • Integrate BotPenguin with Recurly CRM
      • Integrate BotPenguin with Shipway CRM
      • Integrate BotPenguin with Zoho Projects
      • Integrate BotPenguin with Zoho CRM
      • Integrate BotPenguin with TeamGate CRM
      • Integrate BotPenguin with Agile CRM
      • Integrate BotPenguin with Pipedrive
      • Integrate BotPenguin with Drip CRM
      • Integrate BotPenguin with Google Calendar
      • Integrate BotPenguin with Groove
      • Integrate BotPenguin with Helpdocs
      • Integrate BotPenguin with Bitrix24
      • Integrate BotPenguin with GetResponse
      • Integrate BotPenguin with Freshworks CRM
      • Integrate BotPenguin with Insightly CRM
      • Integrate BotPenguin with Nimble CRM
      • Integrate BotPenguin with Nutshell CRM
      • Integrate BotPenguin with OntraPort CRM
      • Integrate BotPenguin with HubSpot
      • Integrate BotPenguin with WebHoper
      • Integrate BotPenguin with EngageBay
      • Integrate BotPenguin with Frontapp
      • Integrate BotPenguin with Copper
      • Integrate BotPenguin with Salesflare
      • Integrate BotPenguin with No CRM
      • Integrate BotPenguin with Helprace
      • Integrate BotPenguin with Flowlu
      • Integrate BotPenguin with Pipeline
      • Integrate BotPenguin with Zingtree
      • Integrate BotPenguin with Salesforce CRM
      • Integrate BotPenguin with Chakra CRM
      • Integrate BotPenguin with SimplyBook
      • Integrate Botpenguin with Zoho CRM
      • Integrate Botpenguin with Zapier
      • Integrate BotPenguin with Twilio
      • Integrate BotPenguin with Make.com
    • Inbox & Chat
    • Analytics
    • Teams
      • Team
      • Business hours
      • Members
      • Role
      • Using Teams in Chatflow
    • Customer's Subscription
    • Notifications
    • Developers
    • Account Management
      • Account
      • Password
      • Delete Account
    • Frequently Asked Questions (FAQs)
      • ❓Product FAQs
        • Onboarding FAQs
        • Edit your chat flow
        • Bot Installation FAQs
        • ChatGPT FAQs
        • Inbox FAQs
        • Analytics FAQs
        • Chat Flow FAQs
        • Bot Settings FAQs
        • Profile, Team & Notifications FAQs
        • WhatsApp FAQs
        • Product Update FAQs
        • Subscription FAQs
      • 🙋‍♂️Partner's FAQs
        • Onboarding
        • Affiliate Partner
        • Implementation Partner
        • Whitelabel Partner
        • WhatsApp Whitelabel Partner
        • Add-ons FAQs
        • Subscription FAQs
        • LTD FAQs
    • Chatbot Troubleshooting
  • PLATFORM UPDATES & INFO
    • 🔥What's New
    • 🐞Raise Bugs
    • 📄New Feature Request
    • 🐧BotPenguin Roadmap
    • ✍️Platform Feedback
    • 🔹Uptime Status
  • Developer Documentation
    • Partner API Documentation
      • Setting up environment
      • Get Customer
      • Create Customer
      • Update Customer
      • Delete Customer
      • Get Customer API Token
      • Get Team Members (Custom Users)
      • Get Custom User (Team Member) Token
      • Embedding the BotPenguin Inbox in 3rd Party Apps
    • API Token & Keys
      • Get All Contacts
      • Getting Groups/Segments
      • Add WhatsApp Contact
      • Delete WhatsApp Contact
      • Website Contacts & Meta Data
  • WhatsApp Cloud API by Meta
    • Setting Up Your Facebook Business Manager
    • Meta Conversation Pricing for WhatsApp Cloud API
    • Update WhatsApp Bot Profile
    • Getting a Blue Tick(previously Green Tick) on WhatsApp
  • WhatsApp Cloud API
    • GET Templates List
    • POST WhatsApp Template Message
    • POST Send Message API
  • Other
    • Terms & Conditions of Service
    • Privacy Policy
    • Service Level Agreement
    • Incident Management and Response Process
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On this page
  • Partner Panel Overview
  • 1. Onboarding Progress Tracker
  • 2. Panel Statistics
  • 3. Recent Signups

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  1. Partner PLATFORM GUIDELINES

Dashboard

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

PreviousUnderstanding your plansNextCustomer Management

Last updated 5 months ago

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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.

  1. Setup required integrations.

  1. Create pricing plans.

  1. Invite your team members.

  1. On board your first customer.

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.

Custom Domain | BotPenguin for Partners
Integration Setup | BotPenguin for Partners
Plans | BotPenguin for Partners
Team Management | BotPenguin for Partners
Customer Management | BotPenguin for Partners
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