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Using the Connection Dashboard

See how often you're connecting with your team across emails, cards, video messages, and notes.

Written by Lebra

The Connection Dashboard gives you a quick view of how — and how often — you're connecting with your team. It brings your emails, cards, video messages, and notes together in one place so you can see who you've been in touch with recently and who may have been overlooked.

Steps

Opening the dashboard

  1. In the left-hand menu, select Connect.

  2. Select Dashboard.

Choosing a time period

Use the dropdown in the top-right corner to change the period the dashboard covers:

  • Last 30 days

  • Last 90 days (default)

  • Last 12 months

  • All time

Your selection is remembered, so the dashboard opens on the same period the next time you visit.

Understanding the summary cards

The cards across the top total your activity for the selected period:

  • Emails — emails you've sent through Lebra

  • Cards — handwritten notes you've sent

  • Video Messages — video messages you've sent

  • Notes — notes you've recorded on people's profiles

  • People Reached — the number of distinct people you connected with in any of those ways

Reading the table

Below the cards, each row shows one person and how you've connected with them:

  • Person — name and job title

  • Emails, Cards, Videos, and Notes — the count of each type

  • Total — all interactions added together

  • Last Interaction — how long ago you last connected. A dash (—) means you haven't connected with that person during the selected period

To find a specific person, type their name in the Search people… box. To reorder the table, select any column heading — for example, select Total to bring your most-contacted people to the top, or select it again to surface the people you've connected with least.

Longer lists are split into pages, with the current range shown beneath the table.


Good to know

  • The dashboard shows your own activity, not your whole organization's.

  • People with a Total of 0 are worth a look — they are the ones you haven't reached recently.

  • If you don't see any data yet, send an email, card, or video message, or set connect frequencies, and your activity will begin to appear here.

To set how often you want to be reminded to connect with people, see Setting Connection Goals.

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