How to Use the Activity Dashboard for Business Insights

The Activity Dashboard is a powerful tool designed to give you a comprehensive snapshot of your business at a glance. It's equipped with various widgets and features that provide different views and analyses of what's happening within your company. Here's how to make the most of it:

Step 1: Explore the Widgets

Tasks Widget

• What It Does: Displays tasks assigned to you or your team, including those created by the assistant.
• How to Use It: Regularly check this widget to stay on top of your tasks and ensure nothing falls through the cracks.

News Widget

• What It Does: Offers AI-powered news tailored to your business, blending your business knowledge with global happenings.
• How to Use It: Use this widget to stay informed about relevant news that could impact your business strategy.

Step 2: Connect Your Data

Sales Data with Stripe

• What It Does: Provides a 24-hour AI analysis of your sales data when connected with Stripe.
• How to Use It: Connect your Stripe account to gain insights into sales trends and performance metrics.

Document Insights

• What It Does: Allows for the analysis of any document or sheet with your specified criteria every 24 hours.
• How to Use It: Upload documents regularly to extract and analyze key data points for informed decision-making.

Google Analytics

• What It Does: Offers a daily analysis of your Google Analytics data, highlighting trends and important considerations.
• How to Use It: Integrate your Google Analytics to receive actionable insights on website performance and user behavior.

Step 3: Team Collaboration

Latest Updates

• What It Does: Shows the most recent updates from your team, including completed tasks, developed blocks, and new creations.
• How to Use It: Keep an eye on this section to stay updated on team progress and collaborative efforts.

Client Mode

• What It Does: Enables visibility into client progress and facilitates note-sharing between you and your clients.
• How to Use It: Utilize client mode when working with clients to monitor their progress and maintain open lines of communication.

By following these steps and regularly engaging with the Activity Dashboard, you can maintain a pulse on your business operations, stay informed about relevant news, and foster effective collaboration among your team and with clients.

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