Owner Dashboard
The Owner Dashboard is the first page you see after signing in as the Owner. It has two jobs: tell you what is still not set up, and show you how the business is doing.
The problem it solves
A new install has a lot of small steps: a mail server, a plan, a payment gateway, the cron job, an AI key. Forgetting one of them causes confusing problems later (emails that never arrive, customers who cannot buy). Once you are running, you also need the key numbers in one place, without opening five pages.
1. The setup checklist
At the top you see a checklist. Nothing is ticked by hand. Threadline looks at your real settings, so the list can never be wrong.
| Item | Counts as done when | Takes you to |
|---|---|---|
| Set up email delivery | A real mail server is in use (not the "log" test mode). | |
| Create a pricing plan | At least one plan is active. | Pricing Plans |
| Enable a payment gateway | At least one gateway is switched on. | Payment Gateways |
| Check the scheduled-task cron | The scheduler ran in the last 10 minutes. | Cron & Health |
| Add an AI provider key | A key is saved for OpenAI, Anthropic, Gemini or OpenRouter. | AI Provider |
Click an item to go straight to the page that fixes it. When everything is done, the checklist hides itself.
2. Warning banners
Three problems are serious enough to show a red banner on every Owner page, not only here:
- Mail is not configured, so emails will not be delivered.
- The scheduler has not run for over 10 minutes. Check the cron job.
- No payment gateway is enabled, so paid plans cannot be bought.
3. The numbers
Numbers load a moment after the page opens, because adding up a whole platform takes a second. They are saved for 5 minutes, so reloading does not slow the server.
Use the 7 / 30 / 90 days switch to choose the period. It changes the "in this period" numbers and the charts that depend on a period. Each one also shows a small comparison with the period before it.
| Card | What it means |
|---|---|
| Monthly recurring revenue (MRR) | What your paying customers would pay in one month if nothing changed. Yearly plans are divided by 12. Customers on a free trial are not counted. |
| ARPU | Average revenue per paying customer. MRR divided by the number of paying customers. |
| Revenue | Money collected in the period, after refunds. |
| Payments | How many payments came in during the period. |
| Active subscriptions | Subscriptions that are active or late on a payment. The small text shows how many more are still in a free trial. |
| New clients | Workspaces created in the period, with the change from the period before. |
| People using it | Admins and Agents across every client. |
| Messages | Messages sent and received in the period. |
| Contacts / conversations | Total contacts stored, and conversations started in the period. |
All money on this page is shown in your default currency. Payments in other currencies are converted with the rates you set on the Currencies page, so the totals are good estimates, not accounting figures.
4. Charts
- Monthly recurring revenue for the last 12 months.
- Revenue collected month by month.
- New clients month by month.
- Messages by channel (WhatsApp, Telegram and so on) in the chosen period.
Under each chart is a Show data table switch. Turn it on to read the exact numbers.
5. Panels
- Plans in use — how many clients are on each plan.
- Subscription status — how many are active, in a trial, late, cancelled or expired.
- Channels connected — which channel types your clients use most.
- Recent clients and Recent payments — the latest few of each.
- Top AI spend — the clients whose AI use costs you the most. See AI Usage.
A short line under the panels shows churn: how many paying subscriptions ended in the period, and what percent that is of those paying at the start. It is an estimate, meant to show a trend.
Common questions
The numbers are zero. That is normal on a new install. They fill in as clients subscribe and pay.
MRR looks lower than I expect. Customers still on a free trial, and plans granted by hand for free, are not counted as paying.
A number changed after I fixed something but the page still shows the old one. The figures are saved for 5 minutes. Wait a few minutes and reload.