Dashboard and daily work · reference

Read dashboard signals and decision cues

Interpret WRKZY dashboard metrics, urgency cues, coverage labels, and empty states without confusing a signal with proof.

4 min readUpdated August 12, 2026
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Owner, Admin, Member
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Your current plan and entitlements
Product evidence
WRKZY · reviewed August 12, 2026
Editorial review
WRKZY Editorial
Before you begin
  • Access to the dashboard in the intended workspace
  • Permission to open the source records behind the signal

Today's command brief

At-risk deals
Open commercial records with evidence that requires intervention; open the deal to understand the reason
Replies waiting
Conversations whose current state indicates customer response work; open the thread before assigning or replying
Quotes needing action
Failed sends, due follow-ups, expiring offers, or another attention state in the quote queue
Response health
Saved-channel SLA attainment when available, otherwise qualifying response-time evidence or an insufficient-sample state

These metrics answer different questions. A reply can be waiting without being beyond SLA. A quote follow-up can be due even when the originating conversation is closed. A high pipeline amount can reflect several currencies or incomplete values; read the displayed coverage and source deal.

WRKZY revenue workspace with commercial work and pipeline context, annotated crop highlighting revenue decision queueOpen full size
The Revenue view demonstrates the same interpretation rule: each commercial signal includes a value, condition, coverage cue, or source action instead of an unexplained score.

Priority and tone

Dashboard color and order indicate attention, not moral judgment:

  • Critical/danger: a condition such as overdue timing or failed delivery needs prompt inspection.
  • Warning/due soon: time, risk, or data coverage could become consequential.
  • Neutral: information is available but not classified as immediate risk.
  • Ready/on track: no current rule has identified attention in that scope.

Always open the record. A recently resolved customer promise may remain in a summary until the source update is processed; a green summary may omit work whose required fields were never recorded.

Attention now and Priority Queue

Attention now selects a small set of high-impact items. Priority Queue expands ranked commitments across replies, outcomes, SLA, deals, and quotes. Ranking uses recorded urgency evidence such as priority, due dates, SLA, and revenue context.

Use the rank to choose where to look first, then apply customer and business judgment. For example, an urgent but duplicate test record should be corrected rather than handled ahead of a lower-ranked real customer commitment.

Conversation velocity

Conversation velocity displays message volume across available channels for 7, 30, or 90 days. It measures activity, not resolution quality. A spike can mean growth, a successful campaign, or a service incident. Compare it with replies waiting, response health, and resolution outcomes before drawing a conclusion.

Channel filters change the scope. State the selected period and channel whenever you share the chart.

Pipeline stage flow and Revenue

Pipeline signals depend on deal stage, value, close timing, follow-up, and other source evidence. Treat at-risk value as explainable attention, not a black-box forecast. Open deals with missing dates, mixed currency, or incomplete ownership can produce limited or non-comparable summaries.

Response health

Response evidence can include average first response and percentage within saved channel SLA. Interpret it with:

  • the period and qualifying reply sample count;
  • the selected or configured channel scope;
  • saved SLA configuration; and
  • whether automated or non-customer activity is part of the qualifying set.

No samples or Awaiting reply samples means WRKZY cannot calculate the displayed result from current evidence. It is not zero minutes and not 100% attainment.

Workspace readiness

Channel health
Current provider connection and recent operating evidence for available channels
CRM relationships
The share of active contacts linked to company context in the dashboard's scope
Automation rules
Enabled rules and a path to review run health
Ready
No configured readiness rule currently requires attention
Needs attention
A warning or incomplete relationship condition exists
Action required
A connection or operating dependency needs direct inspection

Workspace readiness helps explain why queues or reports may be incomplete. Fix the source system—connection, record relationship, or automation run—not the dashboard card.

Insights coverage states

StateMeaningDecision
AvailableThe section has qualifying data for the displayed scopeInterpret trend, then inspect representative records
Insufficient historyThe feature is configured but lacks enough elapsed or qualifying dataKeep operating consistently; do not fill with manual assumptions
Failure/unavailableThe section could not load or calculateRetry, then capture the section and timestamp for support
Setup neededReporting timezone or another dependency is missingAsk an Owner/Admin to complete the linked setting

A practical interpretation example

If Replies waiting = 8, SLA warnings = 2, and response health has No samples, you can conclude that eight conversations appear to need response and two are near or beyond the saved SLA boundary. You cannot conclude the team's average response time. Open the two SLA items first, verify the threads, then investigate why qualifying reply evidence is absent.

Verification checklist

Signal-reading check
  • Workspace, view, channel, and period stated
  • Coverage or sample state read
  • Metric definition kept separate from business conclusion
  • Representative source record opened
  • Owner and next action confirmed
  • No-sample state left as unknown rather than treated as zero
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