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The new version of Metrics brings the project’s analytics into a single place. From apps.jelou.ai/metrics/v2 you can review your indicators, build dashboards with the metrics you care about, generate executive insights, and share charts with your team — all under the same global filters.
The Metrics Administrator can create, edit, and delete dashboards, insights, and custom metrics. The view-only role can open the panel and inspect the data, but can’t modify anything. Permissions are assigned from Settings → User management.

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Overview

The panel is split into three areas:
  • Global filter bar — date range and filters shared by every chart in the active section.
  • Left sidebar — switches between Dashboards and Insights. The General Summary dashboard ships preloaded; other dashboards and insights are yours to create.
  • Content — metric charts you can reorder and resize.

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General Summary

This is the default dashboard. It consolidates the most consulted indicators of the project:
Four fixed indicators: active users, workflows, conversations, and HSM. Each shows the period value and its change. Selecting one updates the volume chart below to that indicator.
Time series of the selected KPI over the active date range. When the range is longer than 90 days, the series is grouped by month automatically.
Shows how users move across the project’s workflows and what share completes or abandons each branch.
Table with each workflow’s performance metrics in the period. A filter lets you include or exclude workflows shared with other projects.
Table of the most frequent terms, broken down by workflow.

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Global filters

The top bar applies filters to every chart in the active section.
Pick a quick range (today, last 7 days, last 30 days, this month, and more) or define a custom range. The date is always global and doesn’t appear in the additional filter picker — it applies to every metric.
From Filters you can add or remove dimensions on the global bar: channel, team, provider, currency, environment, biometric type, criterion, workflow, node, and workflow name. Each dashboard remembers which filters are promoted to the global bar and which stay available per chart.
Each chart exposes its own filters, and you can promote any of them to the global bar. Once promoted, the filter moves to the top bar and applies only to the charts that already have it among their dimensions — the rest are unaffected. Below the filter you’ll see how many charts on the dashboard it affects.
Some metrics have a day limit to protect performance; when you hit it, the panel shows a hint with the maximum allowed.
Your browser timezone is sent with each query so daily buckets match your local time.

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Custom dashboards

Beyond the General Summary, you can create your own dashboards to group the metrics that matter to a team, channel, or initiative.
1

Create a dashboard

From the left panel, on the Dashboards tab, press + Create dashboard. Choose to start blank or from a template, enter a name, and confirm.
2

Add metrics

Press Add metric to open the catalog. Metrics are organized in categories: Inbox, E-commerce, Payments, Voice, Biometrics, Brain, AI, and General. You can search by name or filter by category.
3

Organize the dashboard

Each dashboard supports up to 10 metrics. Drag the charts to reorder them and use the corners to resize.
4

Rename, duplicate, or delete

You can rename each dashboard, duplicate it to start from a copy, or delete it permanently.

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Available templates

When you create a dashboard you can start from a template with the essential metrics for an area:

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Chart types

Catalog metrics are drawn with one of these types. When you create a custom metric you pick from the subset that source supports.
  • Number — a single value compared to the previous period: current value, growth, and an optional breakdown at the foot of the card. Typical use: headline totals — conversations, users, messages sent.
  • Number group — several indicators on one card, each with its own format (integer, decimal, percentage, duration, or currency) and its change. Typical use: rates of the same process.
  • Line — how a value evolves in the date range, with one point per date.
  • Area — the same series, with the area under the curve filled. Typical use: accumulable volumes, such as messages or sessions per day.
  • Multi-line — several series on the same plane, with a legend to show or hide each one. Typical use: comparing categories at once (by channel, by status).
  • Bars — vertical bars by category or by date. Typical use: counts with few labels.
  • Horizontal bars — ordered ranking; works better when labels are long. Typical use: top workflows, reasons, or agents.
  • Stacked bars — each bar splits into segments so you can see the mix of the total. Typical use: sessions by channel per day, HSM statuses by date.
  • Pie — percentage split across a few categories. Typical use: share by channel or session type.
  • Histogram — how a variable falls into contiguous ranges (buckets). Typical use: session duration or response times.
  • Heatmap — intensity matrix by color. Typical use: conversations by hour and day of week.
  • Funnel — classic conversion: each level shows how many reached that stage versus the previous one.
  • Stage funnel — columns with a percentage, its own denominator, and an alert when a stage falls into a risk zone. Typical use: identity verification or checkout.
  • Sankey — flow between nodes proportional to volume, with drop-off points. Typical use: journeys across workflows.
  • Journey Sankey — full-width variant for a step-by-step journey.
  • Table — text, number, or percentage columns, with status badges, progress bars, filters, and pagination. Typical use: detail by workflow, agent, or template.
  • Word cloud — terms sized by frequency. Typical use: most-used words in conversations or searches.
  • Bubble map — bubbles whose size is the volume at each location. Typical use: results by city or region.

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Custom metrics

If the catalog doesn’t cover your case, you can register your own metrics without leaving the panel.
Turn the events you emit from your workflows into charts. Each metric compares up to 5 events on the same chart, labeled A–E. Each event is configured separately with:
  • Event you want to measure.
  • Measure to compute: total events, unique users, total sessions, or sum of a numeric value.
  • Filters by event property.
  • Breakdowns to segment the series by property — we recommend no more than 2 breakdowns.
Available chart types are Line chart, Bar chart, Indicator, Breakdown tree, and Pie chart. The editor ships a live preview panel with the range you pick.To generate the events, open the node in Brain Studio, go to the Events tab, and register a snake_case name plus the properties you want to filter or break down. You can configure up to 10 events per node, each with up to 5 properties.

How to generate events

Configure tracking events on your nodes to feed custom metrics.
Deleting a custom metric removes it from every dashboard where it’s published. If you need adjustments, use Edit instead of recreating it.

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Insights

Insights are executive documents generated through the Jelou Agent that summarize the project’s evolution over a date range. Unlike dashboards, an insight:
  • Is stored as rich HTML with text, tables, and embedded charts.
  • Can be printed or downloaded to share outside the platform.
  • Keeps the date range it was generated with, so you can compare monthly deliveries.
Insights are highly customizable: when asking the Jelou Agent you can tell it how to structure the report, which chart types to include, which color palette to use, or which sections to highlight. If you want those preferences to always apply, save them to the agent’s memory and they’ll be honored automatically on every insight it generates — including the colors and styles across all charts. From the Insights tab on the left panel you can search, rename, and delete existing insights.

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Sharing charts

Every chart offers three useful actions for team collaboration:
  • Share chart — creates a public read-only link so anyone with the link can view the chart with its current filters.
  • Use via API — opens a side drawer with a ready-to-run snippet to consume the metric from your backend or notebook, in the language you pick: cURL, JavaScript, Python, or PHP. Each snippet includes the active filters, the timezone, and companyId.
  • Configure filters — pin chart-specific filters, different from the global ones, when the metric supports it.

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Best practices

Before creating dashboards, review the General Summary to spot which indicators drive decisions and deserve their own dashboard.
The best dashboards answer a single operational question (for example, “how is the Black Friday campaign doing?”). Split into several dashboards when you start mixing very different audiences.
When you create an event- or database-based metric, use a descriptive name — the same one that will appear in dashboards and insights. Avoid internal shorthand that other users can’t interpret.