> ## Documentation Index > Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt > Use this file to discover all available pages before exploring further. # Partner Dashboard > Understand the metrics, widgets, and quick actions available on the Knotie AI Pro Partner Dashboard. ## What the Dashboard shows When you log in, the Partner Dashboard is the first page you see. It summarises your agency's health at a glance and gives you quick access to the most common actions. Partner Dashboard — full-page view showing metrics cards, analytics chart, and grouped sidebar layout ## Metrics cards The top row of the dashboard displays key numbers: | Card | What it shows | | --------------------------- | --------------------------------------------------------------------------------- | | **Total Opportunity Value** | Combined estimated value of all customers (sum of their `estimatedPrice` fields). | | **Total MRR** | Your agency's total monthly recurring revenue across active customers. | | **Total Users** | All registered customers in your account. | | **Live Users** | Customers who currently have active portal access. | | **Portal Access** | Count of customers with a live portal login. | | **Phone Numbers** | Total phone numbers provisioned in your account. | ## Analytics charts Below the metrics cards, two charts show activity over time: * **User Growth (Area chart)** — Total registered vs. live users over time. * **Call Analytics (Bar chart)** — Total calls, failed calls, success rate, and average duration using your connected AI agents. The date range and breakdown can be adjusted using the controls above each chart. Partner Dashboard — analytics charts section showing Customer Growth Timeline area chart with sample data over the last 30 days ## Credit balance display Your current **AI Credits** and **Telephony Credits** balances are visible in the dashboard. A low balance will show a warning indicator — top up from **Credits** in the sidebar before calls start failing. If you are eligible for a **free credit claim** (e.g., during an onboarding promotion), a **Claim Credits** button will appear. ## Quick actions ### Add Customer Click the **+ Add Customer** (or **Quick Onboard**) button to open the Quick Onboarding modal. This walks you through creating a new customer record, setting up portal access, and assigning an agent — all in one flow. ### Onboarding progress bar If you haven't completed initial setup yet, an **Onboarding Progress Bar** appears below the header. Each step (add a customer, connect an agent, assign a phone number, etc.) is checked off as you complete it. The bar disappears once setup is done. ### Daily Challenge widget The **Daily Challenge** widget surfaces one quick action each day to help you grow your agency — for example, reviewing a customer's usage, updating their plan, or following up on a prospect. Completing challenges earns credit rewards. Partner Dashboard — Daily Challenge widget showing the empty state when no challenge is active ("No Challenge Today — Check back tomorrow for a new daily challenge!") ### Notification Bell The **Notification Bell** (top-right of the dashboard header) shows real-time alerts: * Low credit balance warnings * Agent errors or call failures * System announcements Click the bell to expand the notification panel. ### Passkey prompt If you haven't set up a passkey yet, a prompt appears on the dashboard encouraging you to do so. Passkeys provide stronger account security than a password alone. See [Passkeys](/account/passkeys) for setup instructions. ## AI Builder popup If you haven't created an AI agent yet, an **AI Builder** popup may appear guiding you to create your first agent. This can be dismissed once you're familiar with agent creation. ## Customer quick view The dashboard includes a customer search and quick-view panel. Clicking a customer name opens a compact summary of their plan, portal status, and recent activity without leaving the Dashboard. Partner Portal — a customer quick-view panel opened by clicking a customer name on the Customers page. Shows tabbed view (Customer Info, Deal Management, Phone Numbers, etc.) of plan, portal status, and recent activity. ## Tips * The Dashboard is the fastest way to check your credit balances and MRR without navigating to individual pages. * Use **Pricing Calculator** (accessible from the Dashboard) to estimate costs before quoting a new customer. * The Onboarding Wizard (**Get Started** button, if visible) walks first-time partners through the complete setup sequence. ## Related pages * [Partner Portal overview](/partner-portal/overview) — sidebar reference and first-week checklist * [AI Agents panel](/partner-portal/ai-agents-overview) — Voice / Chat / Automation groupings * [AI Gateway](/partner-portal/ai-gateway) — manage API keys and credit budgets * [Agent Analytics](/partner-portal/agent-analytics) — call counts, duration, cost breakdown