User GuideDashboard

Dashboard

The Dashboard is your central hub for monitoring email activity, tracking performance metrics, and accessing key features of the FormaMail platform.

Overview

When you log into FormaMail, the Dashboard is the first screen you see. It provides a real-time overview of your email operations, with interactive charts, statistics, and quick action buttons.

Dashboard Sections

📊 Statistics Cards

The top of the dashboard displays four key metrics:

Total Emails Sent

  • What it shows: Total number of emails sent in the selected time period
  • Trend indicator: Green arrow (↑) for increase, red arrow (↓) for decrease compared to previous period
  • Click action: View detailed email logs

Delivery Rate

  • What it shows: Percentage of successfully delivered emails
  • Formula: (Delivered Emails / Total Sent) × 100
  • Ideal rate: 98%+ indicates healthy email operations
  • Click action: View delivery analytics

Active Templates

  • What it shows: Number of published, active email templates
  • Includes: Both email and attachment templates
  • Click action: Navigate to Templates page

API Calls Today

  • What it shows: Number of API requests made today
  • Resets: Daily at midnight UTC
  • Click action: View API usage details

📈 Email Volume Chart

Interactive line chart showing email activity over the last 30 days.

Three data series:

  • Sent (Blue line): All emails sent
  • Delivered (Green line): Successfully delivered emails
  • Failed (Red line): Failed deliveries

Features:

  • Hover over any point to see exact numbers
  • Click legend items to show/hide data series
  • Automatically updates every 30 seconds

Use cases:

  • Identify sending patterns
  • Spot delivery issues
  • Track growth trends
  • Compare different time periods

📊 Template Usage Chart

Bar chart displaying your top 10 most-used templates.

Shows:

  • Template name on X-axis
  • Number of times used on Y-axis
  • Color-coded bars for visual distinction

Use cases:

  • Identify popular templates
  • Find templates that need optimization
  • Track template adoption
  • Plan template retirement

📝 Recent Activity Feed

Timeline of the last 10 activities across your account.

Activity types:

  1. Email Sent - New email sent via API or dashboard
  2. Template Created - New template published
  3. Template Updated - Existing template modified
  4. API Key Generated - New API key created
  5. Team Member Joined - New member added to team

Information displayed:

  • Activity icon and type
  • Brief description
  • Timestamp (relative, e.g., “2 hours ago”)
  • Related user (if applicable)

Quick Actions

Located in the top-right corner of the dashboard:

Send Email Button

  • Purpose: Quickly send a one-off email
  • Opens: Quick Send modal dialog
  • Use case: Testing, urgent communications

Create Template Button

  • Purpose: Start designing a new template
  • Redirects to: Template designer
  • Options: Email template or Attachment template

View API Keys Button

  • Purpose: Manage API authentication
  • Redirects to: API Keys page
  • Use case: Integration management

Time Period Selector

Location: Top-right, next to Quick Actions

Options:

  • Last 24 hours
  • Last 7 days
  • Last 30 days (default)
  • Last 90 days
  • Custom date range

Affects:

  • Statistics cards
  • Email volume chart
  • Template usage chart
  • Activity feed

Dashboard Best Practices

Monitor Delivery Rate

  • Target: Keep above 98%
  • If below 95%: Check for bounces, invalid addresses, or spam complaints
  • Action: Review Email Logs for failure patterns

Watch for Spikes

  • Sudden increase: May indicate API misconfiguration or loop
  • Sudden decrease: Could signal integration issues
  • Action: Investigate via Activity Feed

Review Active Templates

  • Too many: Consider archiving unused templates
  • Too few: May need to create more templates
  • Action: Audit template usage quarterly

Track API Usage

  • Approaching limit: Consider upgrading plan
  • Unexpected usage: Check for unauthorized access
  • Action: Review API Keys and permissions

Keyboard Shortcuts

Speed up your workflow with these shortcuts:

  • S - Send quick email
  • T - Create new template
  • E - Go to Email Logs
  • A - Go to Analytics
  • ? - Show keyboard shortcuts help

Common Questions

Why is my delivery rate low?

Common causes:

  1. Invalid email addresses: Clean your recipient list
  2. Spam complaints: Review content and sender reputation
  3. Hard bounces: Remove invalid addresses
  4. Rate limiting: Spread sends over time

Solution: Check Email Logs → Filter by “Failed” status → Review error messages

How often does the dashboard refresh?

  • Automatic refresh: Every 30 seconds
  • Manual refresh: Click the refresh icon (↻) next to time period selector
  • Charts: Real-time updates as data changes

Can I export dashboard data?

Yes! Click the Export button (top-right) to download:

  • CSV format for statistics
  • JSON format for raw data
  • PNG format for charts

What’s Next?

  • 📧 Email Logs - Track individual email deliveries
  • 📊 Analytics - Deep dive into performance metrics
  • 🎨 Templates - Manage your email templates

Need help? Contact support@formamail.com or check our FAQ

OverviewTemplates