Who This Is For / When to Use
Use the Dashboard to monitor sales performance, track lead movement, manage tasks, review marketing results, and quickly understand business health when logging into Kyrios.
What the Dashboard Is
The Dashboard is the first screen you see after logging into Kyrios.
It is designed to give a high-level and actionable view of your account’s performance using widgets arranged in rows.
Each row should focus on a specific area of your business.
Dashboard Overview by Row
Core Pipeline Metrics
Opportunity Status
Shows the current status of leads in your pipeline (Open, Won, Lost, Abandoned).
Opportunity Value
Displays the total monetary value of all opportunities in the selected date range.
Conversion Rate
Shows the percentage of opportunities marked as Won.
Row 2: Pipeline Progress
Funnel
A cumulative visual representation of how opportunities move through pipeline stages.
Each opportunity is counted in every stage it passes through.
Stage Distribution
A circular graph showing how opportunities are distributed across pipeline stages.
Row 3: Activity & Execution
Manual Actions
Provides an overview of pending and completed manual actions such as calls and SMS.
Tasks
Lists tasks assigned to users in the account. You can filter by user, status, or due date.
Row 4: Lead Source Report
Shows where your leads originated and their associated values, win rates, and outcomes.
Use this to identify your highest-performing lead sources.
Row 5: Google Analytics Report
Provides insights into website traffic and user behavior, including trends over time.
This helps evaluate how visitors interact with your site.
Row 6: Google Business Profile (Last 30 Days)
Displays performance data from your Google Business Profile, including:
Profile views
Searches and map discovery
Conversations
Bookings
Calls
Website visits
Row 7: Paid Ads Performance
Facebook Ads Report
Shows key metrics for Facebook ad campaigns:
Total clicks
Total spend
Cost per click (CPC)
Click-through rate (CTR)
Google Ads Report
Shows performance data for Google Ads campaigns using the same metrics:
Total clicks
Total spend
CPC
CTR
Dashboard Summary AI
The Dashboard Summary AI converts dashboard data into plain-language insights and recommendations.
What It Does
Analyzes trends across all widgets
Highlights growth, risks, and anomalies
Summarizes performance without manual analysis
How to Use It
Click Summarize Dashboard with AI at the top of the dashboard.
Review the generated summary and key insights.
Hover over individual widgets to view AI-powered insights specific to that widget.
Requirement: The AI Employee option must be enabled to use dashboard summaries, widget insights, and conversation history.
Common Questions and Clarifications
Why doesn’t Funnel data match the Opportunities list?
Funnel data is cumulative.
If an opportunity moves through multiple stages, it is counted in each stage it passed through.
How is Conversion Rate calculated?
Conversion Rate =
(Number of Won opportunities ÷ Total opportunities) × 100
Can I filter tasks on the Dashboard?
Yes. Tasks can be filtered by assigned user, status, and due date directly from the widget.
What time range does the Dashboard use?
The Dashboard uses the date range selector at the top. All widgets update dynamically based on the selected range.