Dashboard and Runs

Dashboard

Single view of all outreach activity. Shows per-user data (each team member sees only their own runs, sends, and quota usage).

Date range dropdown

Top-right. Options:

• This billing month — current calendar month, aligned to plan quota reset.
• This week — Monday through today.
• This month — 1st → today.
• Last month — full previous calendar month.

Charts

Phase 2 Dashboard shows visual charts (bar/pie/spider) instead of tabular stats. Orange on dark background. Each chart represents:

• Emails sent
• LinkedIn connection requests (with/without note)
• InMails sent
• Prospects enriched
• Searches run
• Contacts pushed to CRM

Hover values; legend below each chart.

Recent runs table

Below the charts. Last 5 runs with status, type (email/LinkedIn), processed/skipped/errored counts, started-at timestamp. Click a row to open the run detail page.

Active run

When a run is in progress, a live progress bar appears at the top. Actions:

• Pause — stops picking up new leads; in-flight sends complete then idle.
• Resume — continue a paused run.
• Cancel — permanently stop. Already-processed leads stay processed.

Run detail page

Click any row in Recent Runs (or History) to see per-lead details. Each lead line shows:

• Lead name + company
• Status: sent / skipped / errored
• Reason (for skipped / errored)
• Timestamp
• For LinkedIn: the connection message sent
• For Email: subject + snippet

History page

Separate page with ALL runs (not just recent 5). Sortable by date, filterable by type (email/LinkedIn) and status.

Usage vs quota

Dashboard also shows plan quota usage:

• Used — count in the selected period.
• Cap — plan's monthly quota. "— no cap —" for uncapped channels.
• Remaining — how much is left before the next reset.

Quotas are per-user since Phase 2 — your teammates' sends don't eat into your cap. Each user on their assigned plan has their own quota bucket.