Dashboard
Written By Stanislas
Last updated 5 days ago
The Workspace Dashboard provides a comprehensive overview of your workspace's usage and performance. It displays key metrics, usage graphs, and detailed analytics by user and agent, helping you understand consumption patterns, optimize resource allocation, and make data-driven decisions.
An effective dashboard review helps you identify trends, control costs, and ensure your workspace resources are used efficiently. By regularly monitoring these metrics, you can anticipate needs, address issues proactively, and optimize your team's AI usage.
Overview
The Dashboard centralizes all workspace analytics in one place, giving you visibility into credit consumption, user activity, and agent performance.
What you can see:
Credit usage – Monitor remaining credits and daily consumption
User capacity – Track workspace enrollment vs. plan limits
Key metrics – Active users, AI agents used, total messages
Usage trends – Daily credit consumption over time
Agent analytics – Credit distribution across AI agents
User consumption – Individual member usage statistics
Agent performance – Detailed analytics for custom agents
Prerequisites
To access the dashboard:
Membership in a Swiftask workspace
Appropriate permissions based on your role
Note: All workspace members can view the dashboard. Data is filtered according to each user's permissions.
Accessing the dashboard
To view workspace analytics:
Click Dashboard in the left sidebar (graph icon)
You'll see the "Workspace dashboard" page
Route: /{workspaceId}/workspace/analytics
Understanding the interface
Page header
Title: "Workspace dashboard"
Period filters: Four buttons to select analysis period:
"last 7 days" – Last 7 days (selected by default)
"last 30 days" – Last 30 days
"last 3 months" – Last 3 months
"Custom" – Opens date picker for custom range
Custom date selector
When you choose "Custom":
Two date pickers appear
Select a start date
Select an end date
All dashboard data filters according to this period
Note: End date cannot be before start date.
Section 1: Remaining credits
Display
Title: "Remaining credits for the entire workspace (current month)"
Information shown:
Percentage: Displayed on right (e.g., "80.61%")
Details: "X.XM out of YM" (e.g., "22.6M out of 28M")
Progress bar: Visual bar showing percentage used
Functionality
Shows remaining credits for current month
Calculation: Credits used / Total available credits
Updates in real-time
Usage: Monitor credit consumption to avoid running out before month-end.
Section 2: User capacity indicator
Display
Horizontal bar with circular indicator showing:
Percentage: In a circle (e.g., "50%")
Message: "Your plan currently has X out of Y users enrolled, which means it is at Z% capacity. You can add W more users."
Functionality
Shows active users vs. plan limit
Color: Changes based on percentage (blue if < 100%, red if = 100%)
Link: If limit reached, "Upgrade plan" link is offered
Note: This section only appears for Enterprise plans.
Section 3: Key metrics cards
Three metric cards
1. Active users
Icon: Person
Value: Number of active users (e.g., "4")
Progress: Percentage change from last month (if available)
2. AI agents and AI used
Icon: Robot
Value: Number of AI agents used (e.g., "11")
Progress: Percentage change from last month (if available)
3. All users messages
Icon: Chat bubble
Value: Total number of messages (e.g., "55")
Progress: Percentage change from last month (if available)
Functionality
Values calculated according to selected period
Metrics update automatically
Progress indicators show trends
Section 4: Usage graphs
Graph 1: Usage by day
Title: "Usage by day"
Type: Line chart
Y-axis (vertical): Credit quantity used
Scale: 0 to 250K (or according to data)
Graduations: 50K, 100K, 150K, 200K, 250K
X-axis (horizontal): Dates
Shows dates from selected period
Example: "26 December" to "26 January" for 30 days
Line:
Blue line showing daily usage
Identifies usage peaks and valleys
Functionality:
Visualize daily usage trends
Identify high-consumption days
Plan future usage
Analysis tips:
Look for patterns (e.g., higher usage on weekdays)
Identify unusual spikes
Use trends to forecast needs
Graph 2: Credit usage by AI/Agents
Title: "Credit usage by AI/Agents"
Type: Donut chart (pie chart)
Display:
Colored segments representing each AI agent
Legend listing all agents with their colors
Agents displayed (examples):
Swiftask (main segment)
Google Nano Banana Pro
Perplexity Pro
GPT4 Speech to Text
Agentic V2
Claude Opus 4.5
Gemini - Nano Banana Pro
OpenAI GPT-5.2
Gemini 3 Pro
Claude Sonnet 4.5
Other(s) (for minor agents)
Functionality:
Visualize credit distribution across agents
Identify top-consuming agents
Optimize credit usage
Section 5: User consumption
Table: "User consumption"
Title: "User consumption"
Search bar: "Search for a user" - Filter by name or email
Columns:
User
Profile picture + Full name
Email below name
Credits consumed
Format: "X.XK Tokens" (e.g., "225.5K Tokens")
Total credits used by user
Sessions
Number of sessions created by user
Example: "39", "0", "2"
Messages exchanged
Total messages sent by user
Example: "48", "0", "2"
Features
Pagination: 10 users per page by default
Export button: Export data to CSV/Excel
Search: Real-time filter by name or email
Sort: Sort by columns
Usage: Identify high-consuming users, track individual activity, and export for reporting.
Section 6: Personalized agents analytics
Graph: Personalized Agents Usage
Title: "Personalized Agents Analytics"
Type: Horizontal bar chart
Display:
Y-axis (vertical): List of custom agents
X-axis (horizontal): Credits used (0 to 190K)
Bars: Blue horizontal bars showing usage per agent
Agents displayed (examples):
Google Nano Banana Pro (longest bar)
Perplexity Pro
Swiftask
Kiki: Assistant Com...
Claude Opus 4.5 (with warning icon)
Gemini - Nano Banana Pro
Marissa - gmail assi...
OpenAI GPT-5.2 (with warning icon)
Claude Sonnet 4.5
Gemini 3 Pro
Other(s)
Note: Some agents may have a warning icon (red) indicating an issue or special attention required.
Table: Personalized Agents Analytics
Title: "Personalized Agents Analytics"
Search bar: "Search for an agent" - Filter agents
Columns:
Agent
Icon/avatar + Name
Some agents may have warning icon
Credits consumed
Format: "X.XK Tokens" (e.g., "194.8K Tokens")
Total credits used by this agent
Users
Number of users who interacted with agent
Example: "1", "2", "0"
Sessions
Number of sessions created with agent
Example: "0", "1", "28"
Conversations
Number of conversations with agent
Example: "0", "4", "28"
Features
Pagination: 10 agents per page by default
Export button: Export data to CSV/Excel
Search: Real-time filter by agent name
Sort: Sort by columns
Usage: Identify most-used agents, track agent performance, and optimize agent configurations.
Using period filters
Predefined filters
"last 7 days"
Shows data from last 7 days
Selected by default on load
Best for: Short-term trends and recent activity
"last 30 days"
Shows data from past month
Best for: Monthly view and reporting
"last 3 months"
Shows data from quarter
Best for: Long-term trends and planning
Custom filter
Click "Custom"
Two date pickers appear
Select:
Start date: First date of period
End date: Last date of period
All dashboard sections update automatically
Best for: Specific period analysis, custom reports, comparing specific timeframes
Exporting data
Export functionality
Several sections allow data export:
User consumption: Export user consumption data
Personalized Agents Analytics: Export agent data
Format: Data exported as CSV/Excel
How to export
Click the "Export" button (downward arrow)
Current table data is downloaded
File contains all visible columns
Usage:
Archive data for records
Create monthly reports
Share insights with team
Analyze in external tools
Practical use cases
Case 1: Analyze weekly usage
Objective: Understand weekly usage trends
Steps:
Go to Dashboard
Select "last 7 days"
Check "Usage by day" graph for peaks
Analyze key metrics (active users, agents, messages)
Identify high-consumption days
Result: Understand weekly patterns and plan resource allocation.
Case 2: Identify top-consuming agents
Objective: Optimize credit usage
Steps:
Go to Dashboard
Check "Credit usage by AI/Agents" graph
Identify agents with largest segments
Review "Personalized Agents Analytics" table for details
Make decisions on agent usage
Result: Identify opportunities to optimize agent configurations or switch to more cost-effective models.
Case 3: Analyze specific user consumption
Objective: Understand team member usage
Steps:
Go to Dashboard
In "User consumption" section, use search
Type user's name or email
Review statistics: credits, sessions, messages
Export data if needed
Result: Understand individual usage patterns, identify training needs, or adjust credit limits.
Case 4: Compare two periods
Objective: See usage evolution
Steps:
Go to Dashboard
Select "last 30 days" and note metrics
Change to "last 7 days" and compare
Use "Custom" to compare specific periods
Result: Understand growth trends, seasonal patterns, or impact of changes.
Best practices
Regular monitoring
Check daily: Remaining credits
Review weekly: Usage trends and key metrics
Analyze monthly: Comprehensive reports and patterns
Optimization strategies
Identify peaks: Use daily graph to plan high-usage activities
Monitor top consumers: Track agents and users with highest consumption
Analyze patterns: Look for inefficiencies or opportunities
Reporting and documentation
Export regularly: Archive data for records
Create monthly reports: Based on exports and dashboard insights
Share insights: Communicate findings with team
Proactive management
Set thresholds: Define alert levels for credit consumption
Plan ahead: Use trends to forecast future needs
Adjust limits: Modify user credit limits based on actual usage
Limitations and important notes
Data period
Data calculated according to selected period
Progress metrics (vs. last month) may not be available for all periods
Real-time data may have slight delay
Permissions
All members can view dashboard
Data filtered according to each user's permissions
Some metrics may be limited by plan
Performance
Loading may take a few seconds for large periods
Graphs update automatically after loading
Use shorter periods if loading is slow
Data accuracy
Metrics update regularly but may have processing delay (few minutes)
Very low-usage agents may be grouped in "Other(s)"
Historical data availability depends on workspace age
Troubleshooting
Issue: Graphs don't display
Possible causes:
No data for selected period
Loading problem
Period too long
Solutions:
Verify you have data for the period
Try a shorter period
Refresh the page
Issue: Metrics are zero
Cause: No activity for selected period.
Solution: Change period or verify there was activity.
Issue: Export doesn't work
Cause: Connection or browser problem.
Solution: Check internet connection and try again.
Issue: Custom filter doesn't work
Cause: Invalid dates or period too long.
Solution: Verify end date is after start date and try a shorter period.
Issue: Warning icons on agents
Cause: Agent may have issues or require attention.
Solution: Check agent details, review configuration, or contact support if needed.
Frequently asked questions
Which period should I use?
7 days: Short-term view and recent trends
30 days: Complete monthly view
3 months: Long-term analysis
Custom: Specific analysis or reports
Is the data real-time?
Data updates regularly but may have a slight delay (a few minutes) for processing.
Can I export all users?
Yes, use the "Export" button in the "User consumption" table. All visible data is exported.
What does the warning icon on agents mean?
The warning icon may indicate an issue with the agent, required attention, or special status. Check agent details for more information.
Why don't some agents appear in the graph?
Agents with very low usage may be grouped in "Other(s)" to improve graph readability.
Do metrics include all members?
Yes, metrics include all active workspace members for the selected period.
Can I see historical data beyond 3 months?
Use the "Custom" filter to select any historical period. Availability depends on your workspace's data retention.
How often should I check the dashboard?
Check daily for credit monitoring, weekly for trends, and monthly for comprehensive analysis and reporting.
Additional resources
Governance & oversight – Detailed credit management and usage control
Managing members – User management and credit allocation
Subscription – Plan details and credit limits
Agents – Learn about creating and optimizing agents
Ready to analyze your workspace? Navigate to Dashboard in the left sidebar to view comprehensive analytics and insights