> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/next-best-action/features/dashboard.md).

# Dashboard

The Next Best Action Dashboard provides a comprehensive view of recommendation performance, user engagement, and business outcomes. It helps managers and users monitor adoption, identify trends, and measure the impact of AI-driven recommendations.

<figure><img src="/files/XY5dFyvwOZF2iC0Sdx84" alt=""><figcaption></figcaption></figure>

### 1. Interactive Filters & Entity Selection

The dashboard includes interactive controls that allow users to customize the displayed data.

**Configured Entity Selector**

Functionality: Allows users to switch between configured Dynamics 365 entities such as Leads, Opportunities, Accounts, Quotes, and custom entities.

**Benefits:**

* Dynamically refreshes KPIs, charts, and analytics.
* Displays data relevant only to the selected entity.

**Period Selector**

Functionality: Allows users to filter dashboard data by a selected time period, such as:

* This Month
* Last Month
* This Quarter
* Custom periods

**Benefits:**

* Tracks performance trends over time.
* Supports historical analysis and seasonal comparisons.

### 2. Key Performance Indicators (KPIs)

The dashboard displays key KPI cards that provide an immediate overview of recommendation performance and user engagement.

<figure><img src="/files/02yOioDtdyiP7BxJHtym" alt=""><figcaption></figcaption></figure>

### 3. Smart AI Insights

The dashboard automatically generates insights based on recommendation outcomes and user activity.

**What Improved**

Highlights positive performance trends and successful outcomes.

Example:

* 23% increase in completed actions.
* 80% of recommendations completed on time.

**Why It Worked**

Identifies the most effective engagement methods and communication channels.

Example:

* Phone Calls achieved the highest completion rate.
* Email follow-ups generated the best engagement.

These insights help teams replicate successful behaviors.

**At Risk**

Highlights records and recommendations requiring immediate attention.

Example:

* 6 records with 14 overdue recommendations.
* 6 high-priority actions pending.
* Oldest overdue recommendation: 9 days.

This enables proactive intervention and risk mitigation.

### 4. Advanced Analytics & Operational Insights

These visualizations help measure the business impact and ROI of Next Best Action adoption.

**Time-to-Close (With NBA vs. Without NBA)**

Measures how quickly records reach successful outcomes when recommendations are followed compared to records without NBA engagement.

Purpose:

* Demonstrates acceleration in sales cycles and business processes.

**Success Rate (With NBA vs. Without NBA)**

Compares conversion and success rates between records that utilized NBA recommendations and those that did not.

Purpose:

* Quantifies the effectiveness of AI-generated guidance.

**Channel Effectiveness**

Analyzes the performance of different communication channels.

Examples:

* Email
* Phone Call
* Meeting
* Other configured activities

Purpose:

* Identifies the most effective channels for engagement.

**Timing Intelligence**

Analyzes how response time impacts recommendation success.

Example:

* 71% of recommendations completed within 6 hours.

Purpose:

* Helps teams identify optimal response windows and improve execution.

### 5. Open Next Best Actions Table

The dashboard includes a detailed table displaying all active recommendations and their associated records.

Users can:

* Search records by name.
* Filter by status.
* Filter by action type.
* Refresh data in real time.
* Review recommendation details.

This provides a centralized operational view for managing and tracking Next Best Actions across the organization.