Understanding your CooVex dashboard
A complete guide to every section of the CooVex dashboard: what each metric means, how to read your signals, and how to use it as your daily command center.
The CooVex dashboard is designed around one principle: show you only what matters right now, and make it immediately actionable. This guide explains every section, what each metric means, and how to use the dashboard as your daily starting point.
The dashboard at a glance
When you log in each morning, the dashboard gives you a snapshot of four things:
- The health of your business today vs. yesterday
- What your AI agent wants you to act on right now
- Your prioritized task list for the day
- Key numbers across leads, revenue, and competitors
Top metrics bar
The horizontal bar at the top shows your most important numbers at a glance. Each metric compares today to the same period yesterday.
Active leads
Total leads in your pipeline that are not Won or Lost. Click to go directly to your lead list filtered to active leads.
Hot leads
Leads with an AI score of 80 or above — the contacts most likely to convert right now. If this number is above zero, these are your first outreach priority for the day.
Pending signals
Unread signals in your Agent Inbox. A high number means the agent has been busy finding things overnight. Clear these before starting other work.
Site health score
Your latest website audit score out of 100. A score below 70 means there are significant issues affecting how search engines and AI systems see your site. Click to view the full audit with specific fixes.
Plan usage
How much of your current plan you have used this month. A bar above 80% means you are approaching your limit — click to upgrade before data stops syncing.
Agent Signals
This is the most important section of your dashboard. Agent Signals are cards generated by your AI agent — each one represents something specific that happened and what you should do about it.
Anatomy of a signal card
- Priority badge — High (red), Medium (orange), or Low (grey). High signals need action today.
- Category tag — Competitor, Lead, Website, Revenue, or Market Trend
- Summary — plain-English description (e.g., "Competitor X removed their free plan — an opportunity to target their churning users")
- Suggested action — a specific next step (e.g., "Run a campaign targeting Competitor X's G2 reviewers")
- Action button — opens the relevant page or lets the AI coach help you execute
- Dismiss — if not relevant, dismiss it. The agent learns from this and improves future signals.
Signal types
- Competitor change — a competitor updated pricing, launched a feature, or made a significant site change
- Hot lead — a lead score crossed 80, or a lead re-engaged after going cold
- Site issue — a page broke, slowed significantly, or dropped in search ranking
- Content opportunity — a topic competitors cover that you do not, which AI search engines ask about
- Revenue alert — MRR dropped, a subscription was cancelled, or an upsell opportunity appeared
- Market trend — an emerging topic in your industry worth addressing
Daily Tasks
Every morning, the AI agent generates a prioritized to-do list for the day — typically 3 to 5 specific tasks, ranked by estimated business impact.
These are not generic suggestions. They are specific: "Follow up with Jane Smith at Acme Corp — her score jumped from 54 to 81 overnight and she visited your pricing page twice yesterday."
How to use Daily Tasks effectively
- Read the task list before checking email each morning
- Check off tasks as you complete them — the agent uses this to calibrate future lists
- Dismiss irrelevant tasks with a short reason — the agent learns your preferences
- Tasks that carry over from the previous day are marked with a warning indicator and ranked higher
Quick Stats panel
Revenue snapshot
Shows your MRR with a 30-day sparkline. Visible once you connect Shopify or enter revenue data manually. A downward trend automatically generates a revenue alert signal.
Lead pipeline summary
A breakdown of leads by stage: New → Contacted → Qualified → Proposal → Won/Lost. Leads stuck at the same stage for more than 14 days are flagged by the agent.
Competitor activity
Count of changes detected across all monitored competitors in the last 7 days. Click to view the full competitor change log.
Website traffic
Unique visitors over the last 7 days vs. the prior period. Visible once you connect Google Search Console or install the website embed.
Left sidebar navigation
Agent
- Inbox — full signal list, filterable by type and priority
- Daily Tasks — today's full task list
- AI Coach — ask any question about your business data in plain English
Leads
- All Leads — full list with filters, sorting, and bulk actions
- Funnel — Kanban board view by pipeline stage
- Find Leads — discovers prospects from Reddit, Hacker News, and web forums
- Proposals — AI-generated proposals you can send to leads
Competitors
- Monitor — tracked competitors and recent changes
- Benchmarking — side-by-side metric comparison
- Trends — market-level trends and keyword movements
Analytics
- Overview — traffic, conversions, and performance over time
- Revenue — MRR, ARR, churn, LTV dashboards
- Reports — automated branded PDF reports
Tools
- GEO Optimization — improve your AI search visibility
- Website Audit — full site health check
- Content — AI-generated blog posts and drafts
- Free Tools — SWOT, ICP builder, business plan, pitch deck
Customizing your dashboard
Click Customize (top right) to show or hide metric cards, reorder sections, and choose how many signals appear before the list is truncated. Layout preferences are saved per user — each team member arranges their own view.
Frequently asked questions
How often does the dashboard refresh?
Data loads fresh every time you open the dashboard. Agent signals are generated continuously in the background. The site health score updates after each weekly audit or after you manually trigger a new one.
Why do I see no signals when I first log in?
It takes 2–5 minutes after initial setup for the first signals to generate. If the inbox is still empty after 10 minutes, check that your business profile has a website URL entered — the agent needs this to start the initial analysis.
Can I share the dashboard with my team?
Yes. Invite team members in Settings → Team. Viewer-role members can see the dashboard and reports but cannot modify leads or settings.
How do I make the AI smarter over time?
Two things help most: dismiss irrelevant signals with a reason so the agent learns your preferences, and connect more data sources (CRM, website embed, Shopify) so it has more signal to work with.