Understanding the Dashboard

The dashboard is your central hub in AutoLetter. Here you can see at a glance how your campaigns are performing, how much budget has been spent, and what actions are pending. This article introduces you to the key areas of the dashboard.

Areas at a Glance

The dashboard is divided into several cards. Each card gives you a compact view of the most important information on a specific topic.

KPI Cards (Key Performance Indicators)

In the upper area of the dashboard, you'll find eight KPI cards that show your campaign performance:

1. Orders -- Total number of incoming orders
2. Letters sent -- Number of printed and shipped letters
3. Spending -- Total costs for letter shipping
4. Conversions -- Orders attributable to your letters
5. Revenue -- Total revenue from conversions
6. Cost per acquisition (CPA) -- Average cost per acquired customer
7. Conversion rate -- Percentage of letter recipients who placed an order
8. QR code scans -- How often the QR codes on your letters were scanned

Each KPI card shows a trend indicator alongside the current value, telling you whether the value has improved or declined compared to the previous period.

Budget and Forecast Card

The budget card gives you an overview of your spending and projected development:

• Total budget -- the budget you've set (daily or total budget)
• Spent -- amount already spent
• Reserved -- amount for letters currently being processed
• Remaining -- still available budget
• Forecast -- estimated remaining days at current spending rate

The card uses a traffic light system (green, yellow, red) so you can immediately see whether your budget is on track or whether action is needed.

Conversion Funnel

The conversion funnel visually shows you the four stages of your direct mail marketing:

1. Recipients -- how many customers are in the target audience
2. Letters sent -- how many letters were actually shipped
3. QR scans / visits -- how many recipients responded
4. Conversions -- how many actually placed an order

Between the stages, you can see the respective drop-off rate -- the percentage of customers lost from one stage to the next. This helps you identify weak points in your campaign.

Sender Addresses Card

Shows your saved sender addresses at a glance. From here, you can directly create new addresses or edit existing ones. Every campaign requires a sender address -- without one, no letters can be sent.

Integrations Card

Gives you an overview of your connected data sources (Billbee, Shopify, etc.). You can see the status of each integration -- whether the connection is active, when the last data import occurred, and whether there are any errors.

Quick Actions

The dashboard includes buttons for the most common actions so you don't have to navigate through menus:

• Create campaign -- opens the campaign wizard directly
• Manage addresses -- takes you to sender address management
• View invoices -- opens the invoice overview
• Manage payments -- takes you to Stripe payment settings

Status Indicators

In the lower area of the dashboard, you'll find a status grid with additional metrics. Important system states are displayed here, such as:

• Number of active campaigns
• Open invoices or payment requests
• Warnings about missing settings (e.g., no payment method configured)

If there's a warning, it's highlighted in color and includes a direct link to the solution.