Can I create custom dashboards in MiOpsAI?

Yes, MiOpsAI lets you build custom dashboards from a library of widgets covering client metrics, team performance, communications, tasks, revenue, and AI activity. You can create unlimited dashboards across the platform, share them with specific team members or roles, and pin the most important ones to your home view.

Widget categories

• Client metrics: active clients by tier, churn risk, lifetime value, last contact date, satisfaction signals
• Team performance: tasks completed, response times, meetings held, billable hours by person
• Communications: inbound volume by channel, average response time, AI-drafted vs human-edited reply ratio
• Pipeline: leads by source, conversion rates, deal velocity, forecast revenue
• LizziAI activity: emails processed, tasks auto-created, escalations triggered, time saved
• Marketing (with add-ons): SallyAI engagement metrics, VisBuilt SEO rankings and LLM citations

Customization options

• Drag-and-drop layout with resizable widgets
• Time range selectors (today, week, month, quarter, custom)
• Filters by client, project, team member, source, or any custom field
• Comparison views (this month vs last month, year-over-year)
• Goal setting with progress bars (hit 80% of the response-time target)
• Export to CSV or PDF for client reporting

Dashboards update in real time as data flows in, so you never refresh to see current numbers. The home dashboard shows your most-pinned widgets at login, giving you a five-second read on the state of your business each morning. LizziAI can also surface anomalies — "response time is up 40% this week", "three Agency clients went 14 days without contact" — and proactively flag them on your dashboard.

Roadmap includes the OpsBI module for advanced business intelligence with predictive analytics, cohort analysis, and AI-generated narrative reports. All plans include the dashboard builder. Request access to see custom dashboards live.