> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recordengine.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard & Analytics

> A real-time overview of everything happening in your RecordEngine instance.

The **Dashboard** is the first page you see after logging in. It gives you an instant snapshot of your document pipeline — what's waiting for review, what's been approved, what's flagged as an exception — so you know exactly where to focus your attention.

<img src="https://mintlify.s3.us-west-1.amazonaws.com/recordengineai/images/user-guide/dashboard-metrics.png" alt="RecordEngine Dashboard showing metric cards and activity chart" className="rounded-lg" />

***

## Metric Cards

The top row of the dashboard shows live counts across your entire RecordEngine instance:

| Card                | What it counts                                                                              |
| ------------------- | ------------------------------------------------------------------------------------------- |
| **Pending Review**  | Documents currently in **Needs Review** or **Missing Info** status — your active work queue |
| **Ready**           | Documents verified and marked Ready, waiting for final approval                             |
| **Approved**        | Documents formally approved and locked                                                      |
| **Exported**        | Documents that have reached Export status and triggered the outbound webhook                |
| **Exceptions**      | Documents in Exception status — flagged by the AI, a rule, or a reviewer for attention      |
| **Total Documents** | All documents in the system across all statuses                                             |

Click any metric card to jump directly to a filtered document list showing only that status.

***

## 14-Day Upload Trend Chart

The bar chart shows document upload volume over the past 14 days. Each bar represents one day — hover over a bar to see the exact count for that date.

Use this chart to:

* Spot periods of unusually high or low volume
* Confirm that automated upload pipelines (email intake, API uploads) are running as expected
* Identify days where a backlog may have built up

***

## Confidence Distribution

Below the trend chart, a breakdown shows how your recent documents are distributed across confidence bands:

* 🟢 High (90–100)
* 🔵 Good (70–89)
* 🟡 Low (50–69)
* 🔴 Poor (0–49)

If you're seeing a large proportion of Low or Poor documents, it typically means one of:

* The extraction profile doesn't match the document format well — consider creating a custom profile
* Document quality is low — encourage senders to scan at higher resolution
* A new document type is entering the system that needs its own profile

***

## Recent Activity Feed

The right side of the dashboard shows a real-time log of recent actions across the system — uploads, status changes, approvals, rule triggers, and webhook deliveries. This gives a team-level view of what's happening without needing to open the full Audit Log.

<Tip>
  If you're expecting a document to have arrived via email intake or API and don't see it in a folder, check the Recent Activity feed first — it will show the upload event even if something went wrong with assignment.
</Tip>

***

## Quick Actions

The dashboard includes quick-action buttons for the most common tasks:

| Button              | What it does                                        |
| ------------------- | --------------------------------------------------- |
| **Upload Document** | Opens the Upload page directly                      |
| **New Contact**     | Opens the New Contact form                          |
| **View Pending**    | Jumps to the document list filtered to Needs Review |
| **View Exceptions** | Jumps to the document list filtered to Exception    |

***

## Using the Dashboard for Daily Workflow

A practical daily workflow using the dashboard:

<Steps>
  <Step title="Check exceptions first">
    Click the **Exceptions** card. Review any flagged documents — these were automatically identified as needing attention by the AI or a Rules Engine rule.
  </Step>

  <Step title="Work through pending review">
    Click **Pending Review**. Sort by confidence score (lowest first) to tackle the most uncertain documents while you're fresh. High-confidence documents at the end can often be batch-approved quickly.
  </Step>

  <Step title="Batch approve the ready queue">
    Click **Ready**. Select all and batch-approve if the documents have been pre-vetted. This moves them to Approved and prepares them for export.
  </Step>

  <Step title="Export to external systems">
    Select all Approved documents and batch-export. This triggers the outbound webhook for each document, pushing structured data to QuickBooks, Salesforce, or your ERP.
  </Step>
</Steps>

***

## Dashboard Reflects All Users

If multiple users are active on the same RecordEngine instance, the dashboard shows totals across all users and all contacts. There is no per-user filtering on the dashboard — use [Advanced Search](/user-guide/advanced-search) to filter by specific contacts, folders, or date ranges.