Dashboard Overview

What You See First

The dashboard opens first when you need to check the current state of a workspace. Use it to answer three common questions: whether the workspace is ready to use, whether the subscriber list is growing, and whether recent email activity looks healthy.

The dashboard always shows information for the workspace selected in the sidebar. When you switch to another workspace, the dashboard updates to that workspace. Subscribers, broadcasts, tags, forms, automations, and setup progress stay separate by workspace unless you deliberately configure shared resources elsewhere in Mailrith.

If the dashboard is empty or the numbers look wrong, check the workspace switcher first. Confirm that the selected workspace is the brand, client, or project you expected. This usually solves "missing data" confusion when you manage several workspaces from one account.

The dashboard also follows workspace permissions. A teammate sees only the areas their role can view. If subscriber, campaign, or automation information is missing from your view, your role may be limited for that workspace.

Setup Checklist

New workspaces show setup cards so you know where to start. The dashboard focuses on the steps needed to send a first email safely: connect email delivery, import subscribers, and send an email.

• Connect email delivery: add the provider you want Mailrith to use for broadcasts, sequences, and automation emails.
• Import subscribers: add your first subscribers so the workspace has people to email.
• Send email: create and send a first broadcast so the workspace can communicate with subscribers instead of only storing contacts.

You do not need to complete the setup cards in one sitting. Use them as a launch map and choose the order that supports your work. For example, connect email delivery before writing your first campaign so test sends work as soon as the content is ready.

1. Confirm that the active workspace in the sidebar is the workspace you want to set up.
2. Open Dashboard from the sidebar.
3. Click Connect Email Delivery Connection and finish the provider setup.
4. Return to Dashboard, then click Import Subscribers and add subscribers manually or with a CSV file.
5. Return to Dashboard, then click Send Email and create your first broadcast.
6. Return to Dashboard after each step and confirm that the related setup card is complete and the related metric updated as expected.

The dashboard setup cards do not include every useful launch task. After the first send path is ready, you can still create Tags, Custom Fields, Segments, Forms, and Landing Pages from their own pages.

If a setup card does not appear in your dashboard, your team permissions may not include that area. Ask a workspace owner to complete that step for you or update your permissions if that work is part of your role.

Metrics and Trends

After a workspace has activity, the dashboard becomes a daily health summary. It shows subscriber list size, recent send volume, broadcast activity, automation status, and growth patterns. Use these numbers to find issues that need attention before they become larger problems.

• 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 count to check whether the workspace is actively communicating.
• Active automations: workflows that are currently available to process subscribers. Review this number 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 review subscriber growth, send consistency, or the overall pace of the workspace.

Treat each metric as a starting point for investigation. If active subscribers dropped, open Subscribers and filter by status to see which subscriber records changed. If campaign sends are lower than expected, open Broadcasts or Sequences and check for drafts, scheduled sends, and failed sends. If automation numbers stay flat, open Automations and inspect the trigger and node counts.

Recommended Next Steps

Use the dashboard as a decision page. Choose your next step based on what the workspace is missing or which number looks unusual.

• If there are no subscribers, start with Subscribers, Subscriber Imports, or Forms.
• If subscribers exist but targeting is hard to manage, create consistent Tags, useful Custom Fields, and live Segments.
• If you cannot send email, set up and test Email Delivery Connections.
• If you need one message to go out once, create a Broadcast.
• If subscribers need a planned series over time, create a Sequence.
• If a repeated manual process should happen automatically, build an Automation.

If the dashboard shows an error, refresh the page once. Then open the feature page connected to the failed metric. For example, if subscriber metrics fail, open Subscribers. If send metrics fail, open Broadcasts or Sequences. This check helps you see whether the issue affects only one dashboard card or also affects the underlying feature page.