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Home / Insights

Dashboard for publish stats, playbooks, and goals.

Modules4 min readinsightshomegoalsmetrics

Home / Insights

Route: `/insights` (sidebar label: Home).

What you see

  • Loop metrics — leads, forms, bookings, conversations, tasks
  • Platform publish cards — IG / FB / GMB counts from Bayline (live Meta stats when connected)
  • Playbooks panel — recommended plays not yet queued this week
  • Goals — SocialGoal progress (PEAR defaults seeded automatically)

How to use it

  1. Start every session here — spot gaps before posting
  2. Click into a recommended playbook and queue it
  3. Update or review Goals so weekly targets stay visible

Goals note

Goals live on Insights via the Social Goals panel (not a separate top-level nav item). Track publish cadence and campaign targets here.

On this page
What you seeHow to use itGoals note
Path checklist
  1. 1. Playbooks
  2. 2. How to run a playbook
  3. 3. Home / Insights
  4. 4. Goals
  5. 5. Posting cadence (Mon/Wed/Fri + stories)
  6. 6. Social Builder (/create)
Related
  • Goals
  • Playbooks