The Dashboard is the first screen you see when you log in to Apsis One. It gives you a real-time overview of your account's activity, audience size, and sending performance — all in one place.
This article explains every section of the Dashboard, how to customise what you see, and how to filter and export your data.
ℹ️ Role-based visibility
Some Dashboard sections are only visible to Account owners and Admin users. Regular users see a more focused view. The sections below note where this applies.
In this article
Dashboard overview
The Dashboard is divided into two main areas:
Area | What it shows | Who can see it |
Account Insights | Your account's usage against its plan limits — Profiles, Email quota, SMS credits, and Marketing Automation sends | Account owners and Admins only |
Periodic Specific Insights | Campaign performance over a chosen time period — sent emails, open rate, click rate, CTOR, and latest sending activity | All users |
Account Insights (Admins only)
Account Insights tracks your account's usage in real time against the limits included in your Apsis One plan. This section helps you plan ahead and spot when you're approaching a limit before it affects your sending.
⚠️ Limits turning red
When you're approaching a Profile limit or monthly Email sending quota, the relevant progress bar turns red. This is your early warning to consider upgrading or requesting an extension before it blocks your activity.
Email Overview
Shows the number of emails sent this month via the Email tool, measured against your monthly sending quota. This counter resets to zero at the start of each month.
Emails sent via Marketing Automation, the Event tool, or Transactional Emails are not counted here — they have their own counters.
If you reach your monthly quota, the send button in the Email wizard becomes inactive. You can still schedule emails for the following month — they will send once the quota resets.
SMS Overview
Shows your remaining SMS credits. SMS credits are consumed each time you send an SMS message.
When you're running low, you can top up directly from the SMS tool — click Buy more credits in the top right corner of the SMS tool, or contact Customer Service. See Order SMS Credits for full instructions.
Profile Overview
Shows a breakdown of all Profiles in your account:
Metric | What it means |
Known Profiles | Contacts with an identified email address or phone number |
Unknown Profiles | Anonymous visitors tracked via the Website Tracking script, not yet identified |
Total Profiles | Combined count of known and unknown Profiles |
Number of Consents | Total Profiles with active Email or SMS subscription consent, broken down by channel |
If you're approaching your plan's Profile limit, the bar turns red and a warning appears. Contact Customer Service to discuss upgrading your plan.
Marketing Automation Overview
Shows the number of emails sent this month via Marketing Automation flows. Like the Email Overview, this counter resets monthly and tracks only MA-triggered sends — not emails sent through the Email tool.
Periodic Specific Insights
The lower half of the Dashboard presents campaign performance data for a time period and Section you choose. This section is available to all users.
Sent Emails graph
A chart showing how many emails were sent during the selected period. You can adjust the chart style — bars or line — and choose whether to view by day, week, or month. Click the three dots (⋯) in the top right corner of the widget to change the chart style.
Latest sendings
A table listing your most recent email campaigns within the selected period and Section. For each sending, you can see:
Emails sent — total number delivered
Open rate — percentage of recipients who opened the email
Click rate — percentage of recipients who clicked a link
CTOR (Click-to-Open Rate) — percentage of openers who also clicked
Delivery rate — percentage successfully delivered out of total sent
Open Rate, Click Rate, and CTOR graphs
Three separate graphs showing trends in open rate, click rate, and CTOR over the selected period. Useful for spotting patterns — such as which days your audience engages most, or whether a recent change to your subject lines affected open rates.
Customising your Dashboard
You can choose which widgets appear on your Dashboard. This is a personal setting — changes you make only affect your own view, not other users on the account.
Step 1
Click Customise dashboard in the top right corner of the Dashboard.
Step 2
A panel opens showing all available widgets. Click on the "eye" to show or hide the ones you want.
Step 3
Close the panel. Your Dashboard updates immediately to reflect your choices.
💡 Tip - If you don't use SMS or Marketing Automation yet, hiding those widgets keeps your Dashboard focused on what's relevant to you right now. You can always re-enable them later.
Customise the graph and time period
Each graph in the Period Specific Insights section can be adjusted to show data the way that works best for you. You can change both the visual style of the graph and the time grouping it uses.
1 Click the three-dot menu (⋮) in the top-right corner of any insight card (for example, Email Sent).
2 The Options panel opens with three choices: Export, Chart type, and Period grouping.
Change the chart type
Click Chart type to choose how the data is visualised:
Bar — displays data as vertical bars. Good for comparing individual periods side by side.
Line — displays data as a continuous line. Good for spotting trends over time.
The currently selected chart type is highlighted in blue.
Change the period grouping
Click Period grouping to change how the data points on the graph are grouped:
Day, hour — one data point per hour. Useful for short time periods (e.g. last 24 hours) to see exactly when activity peaked.
Year, month, day — one data point per day. The most detailed view for multi-day periods.
Year, week — one data point per week. Ideal for spotting weekly patterns over the last month or quarter.
Year, month — one data point per month. Best for long-term trend analysis.
Year — one data point per year. Use this when comparing annual performance.
The currently selected grouping is highlighted in blue.
💡 Tip — Match the grouping to your time filter
The period grouping works together with the time period filter in the top-right corner of the dashboard. For example, if you're viewing Last 30 days, the Year, week grouping gives you a clean 4–5 bar overview. If you switch to Last 7 days, try Year, month, day to see daily detail instead.
Filtering by Section and time period
The Periodic Specific Insights section updates based on the Section and time period you select. These filters sit at the top of the lower Dashboard area.
Filter by Section
If your account has multiple Sections, use the Section dropdown to switch between them and see data for each separately. If your account has only one Section, this dropdown will be inactive.
Filter by time period
Click the time period selector to choose how far back the Dashboard looks:
Select a preset period from the dropdown (e.g. last 7 days, last 30 days, this month)
Or choose a custom date range using the calendar picker
Exporting the Dashboard
You can export the Dashboard data with your current filter settings as an Excel file (.xlsx).
Step 1
Set your preferred Section and time period filters.
Step 2
Click Export as XLSX. The file downloads automatically to your computer.
💡 Use this for reporting
The export is a quick way to pull together a snapshot of your email performance for a specific period — useful for sharing results with colleagues or stakeholders who don't have access to Apsis One.
What's next?
Getting Started Checklist — a step-by-step task list to finish setting up your account.
User Management — add colleagues and manage who has access to your account.
Create and Send Email – Step by Step — ready to send your first campaign?
Order SMS Credits — if you're using SMS and need to top up.