# Dashboard Overview > The dashboard is your workspace's starting point — it guides setup for new workspaces and shows subscriber growth, campaign activity, and automation status for operational ones. - Human page: https://mailrith.com/docs/dashboard-overview - Category: Getting Started - Reading time: 10 min read ## What this guide covers Understand the setup checklist, metric summary cards, and how the dashboard reflects the health of your workspace at a glance. ## Sections - What You See First - Setup Checklist - Metrics and Trends - Recommended Next Steps ## Visual Reference ![Mailrith dashboard showing metric cards and the onboarding setup checklist.](https://mailrith.com/docs/screenshots/dashboard-overview.png) For new workspaces, the dashboard shows a setup checklist. Once the workspace is operational, it shifts to a live summary of subscriber list size, broadcast activity, and automation health. ## What You See First The dashboard is the first page to open when you want to understand the current state of a workspace. It gives you a quick answer to three everyday questions: is this workspace ready to use, is the subscriber list growing, and is recent email activity healthy? Every dashboard belongs to the workspace currently selected in the sidebar. If you switch from one workspace to another, the dashboard changes with it. Subscribers, broadcasts, tags, forms, automations, and setup progress are not shared across workspaces unless you deliberately configure shared resources elsewhere in Mailrith. If the dashboard looks empty or shows numbers you do not expect, check the workspace switcher first. This is the fastest way to solve most "missing data" confusion, especially when you manage several brands, clients, or projects from one account. The dashboard is also permission-aware. A teammate only sees the areas they have permission to view. If your view is missing subscriber, campaign, or automation details, it may mean your role is intentionally limited for that workspace. ## Setup Checklist New workspaces show a setup checklist instead of expecting you to know where to begin. The checklist is a practical launch path: it moves the workspace from an empty account area to a place that can safely collect subscribers and send email. - **Add subscribers:** create a few subscribers manually, import a CSV file, or publish a signup form so the workspace has subscribers to manage. - **Organize subscribers:** create tags, custom fields, or segments so you can later send to the right people instead of sending every message to everyone. - **Create a capture path:** publish a form or landing page so new people have a clear way to join from your website, campaign page, event page, or social link. - **Connect email delivery:** add the provider you want Mailrith to use for broadcasts, sequences, and automation emails. A workspace without a working delivery connection cannot send real campaigns. - **Create a send flow:** prepare a broadcast, a sequence, or an automation so the workspace is ready to communicate, not just store contacts. You do not need to complete the checklist in one sitting. Use it as a launch map. For example, you can create tags before importing subscribers so the import can apply those tags immediately, or connect email delivery before writing your first campaign so test sends work as soon as the content is ready. 1. Confirm the active workspace in the sidebar. 2. Open the dashboard and read the setup checklist from top to bottom. 3. Start with subscribers: add a test subscriber, import a CSV, or publish a form. 4. Create the subscriber structure you need: [Tags](https://mailrith.com/docs/tags.md), [Custom Fields](https://mailrith.com/docs/custom-fields.md), and [Segments](https://mailrith.com/docs/segments.md). 5. Publish a capture path with a [Form](https://mailrith.com/docs/forms.md) or [Landing Page](https://mailrith.com/docs/landing-pages.md). 6. Connect and test [Email Delivery](https://mailrith.com/docs/email-delivery-connections.md). 7. Create a first send flow: a [Broadcast](https://mailrith.com/docs/broadcasts.md), [Sequence](https://mailrith.com/docs/sequences.md), or [Automation](https://mailrith.com/docs/automations.md). 8. Return to the dashboard after each step to confirm the checklist and metrics changed as expected. If a checklist item does not appear for you, your team permissions may not include that area. Ask a workspace owner to either complete that step or update your permissions if it is part of your role. ## Metrics and Trends Once a workspace has activity, the dashboard becomes a daily health summary. It highlights the size of the subscriber list, recent send volume, broadcast activity, automation status, and growth patterns. These numbers are meant to help you spot what needs attention before it becomes a bigger problem. - **Active subscribers:** contacts who are currently eligible to receive marketing email. This number excludes people who unsubscribed, bounced, complained, or were otherwise blocked from normal sends. - **Emails sent:** recent email volume from broadcasts, sequence steps, and automation email actions. A sudden drop can mean sending paused, targeting narrowed, or a delivery connection needs attention. - **Broadcast activity:** one-time campaigns that have been drafted, scheduled, sent, or completed. Use this to understand whether the workspace is actively communicating. - **Active automations:** workflows that are currently available to process subscribers. Review this when a flow should be running but subscribers are not moving through it. - **Tags and subscriber organization:** labels used to organize subscribers for targeting, preferences, and behavior tracking. Use shorter time ranges when you are checking a recent launch, campaign, import, or workflow change. Use longer time ranges when you want to understand subscriber growth, send consistency, or the overall pace of the workspace. A metric is a starting point, not the whole story. If active subscribers dropped, open Subscribers and filter by status. If campaign sends are lower than expected, open Broadcasts or Sequences and check draft, scheduled, and failed states. If automation numbers are flat, open Automations and inspect the trigger and node counts. ## Recommended Next Steps Use the dashboard as a decision page. The best next step depends on what the workspace is missing or what number looks unusual. - If there are no subscribers, start with [Subscribers](https://mailrith.com/docs/subscribers.md), [Subscriber Imports](https://mailrith.com/docs/subscriber-imports-exports.md), or [Forms](https://mailrith.com/docs/forms.md). - If subscribers exist but targeting feels messy, create consistent [Tags](https://mailrith.com/docs/tags.md), useful [Custom Fields](https://mailrith.com/docs/custom-fields.md), and live [Segments](https://mailrith.com/docs/segments.md). - If you cannot send, set up and test [Email Delivery Connections](https://mailrith.com/docs/email-delivery-connections.md). - If you need one message to go out once, create a [Broadcast](https://mailrith.com/docs/broadcasts.md). - If subscribers need a planned series over time, create a [Sequence](https://mailrith.com/docs/sequences.md). - If a repeated manual process should happen automatically, build an [Automation](https://mailrith.com/docs/automations.md). If the dashboard shows an error, refresh once, then open the feature page related to the failed data. For example, if subscriber metrics fail, open Subscribers. If send metrics fail, open Broadcasts or Sequences. This helps you tell whether the issue is limited to one dashboard card or affects the underlying feature page too. ## Related Guides - [Workspaces](https://mailrith.com/docs/workspaces.md): Workspaces keep separate brands or clients fully isolated within one Mailrith account — each has its own subscribers, campaigns, forms, automations, and team access. - [Email Delivery Connections](https://mailrith.com/docs/email-delivery-connections.md): Mailrith is provider-agnostic — you connect your own email delivery service and Mailrith handles campaign logic, subscriber targeting, and engagement tracking on top of it. - [Broadcasts](https://mailrith.com/docs/broadcasts.md): Broadcasts are for newsletters, product launches, announcements, and any message that goes out once to selected subscribers — compose, target, test, and send or schedule from a single workflow.