Interface Tour
This guide presents the main elements of the DURUM.ai interface. Familiarize yourself with each area to navigate the platform efficiently.
Overview
The interface consists of three permanent areas: the sidebar on the left, the filter bar at the top, and the content area in the center.
Sidebar (Navigation)
The sidebar is the main menu of the application. It is organized into three sections.
Analysis
| Element | Description |
|---|---|
| Dashboard | Overview with CEO, Marketing, Sales Reps, Sales, Finance, and My Board tabs. |
| Sales | Sales pipeline, rep tracking, coaching, and rankings. |
| Ads | Meta Ads performance, creative library, and spend analysis. |
| Recommendations | AI-generated suggestions to optimize your campaigns and sales. |
Management
| Element | Description |
|---|---|
| Contacts | Your contact list, commission tracking, and interaction history. |
| Tasks | Task manager with status, priority, and assignment. Clients see tasks in read-only mode. |
| Profile | Personal information, calendar connection, and account settings. |
| Logs | Webhook journal, API calls, and synchronization (ingestion). |
| Invoices | Billing history and tracking. |
Settings
| Element | Description |
|---|---|
| Notifications | Alert configuration by category (reports, call recaps, anomalies). |
| Integrations | Connections to external services (Meta, GHL, Calendly, Slack). |
| Billing | Subscription management and payment methods. |
Access Based on Role
The elements visible in the sidebar vary based on your role. A client sees a subset of the menu (Dashboard, Sales Reps, Tasks, Profile). A sales rep primarily sees their sales dashboard.
Filter Bar
The filter bar is located at the top of the content area. It controls the data displayed on all pages of the application.
Client Selector
- Agencies: a dropdown menu lets you choose the client to analyze. Data on all pages updates immediately.
- Clients: the selector is hidden since data is automatically filtered to your own account.
Period
Quick presets are available: 7 days, 14 days, 30 days, 90 days, as well as a custom date selector. The chosen period affects all KPIs, charts, and tables.
Comparison
Enable comparison to see how your metrics are evolving. Three modes available:
- None: no comparison.
- Previous period: compares with the equivalent period just before.
- Previous year: compares with the same period last year.
Additional Filters
| Filter | Purpose |
|---|---|
| Campaign | Isolate data from a specific campaign. |
| Rep | View metrics for a specific sales rep. |
| Product | Filter by product or service sold. |
Persistent Filters
Filters remain active when you change pages. You don't need to reconfigure them each time you navigate. To learn more, see the Filters guide.
Dashboard Tabs
The main dashboard offers six tabs, each presenting a different analysis angle.
| Tab | Content |
|---|---|
| CEO View | Executive vision: global KPIs, conversion funnel, alerts, and bottlenecks. |
| Marketing | Ad performance: spend, CPL, CPA, ROAS, trends, and waste analysis. |
| Sales Reps | Sales team metrics: appointments, closing rate, no-shows, per-rep performance. |
| Sales | Detailed sales funnel: by source, campaign, product, conversion time. |
| Finance | Profit and loss, revenue by product/rep/campaign, monthly cash flow. |
| My Board | Customizable dashboard with up to 30 drag-and-drop widgets, AI-powered. |
All Roles See All Tabs
Whether you're a client, sales rep, or agency, all six dashboard tabs are accessible. The content automatically adapts to your data.
KPI Cards
KPI cards are the key indicators displayed at the top of each page and tab. Each card contains:
- Current value: the main figure for the selected period.
- Label: the name of the metric (e.g., Spend, Leads, Sales, ROAS).
- Comparison arrow: visible when comparison is enabled.
Arrow Color Code
| Situation | Color | Meaning |
|---|---|---|
| Increase of a positive indicator (revenue, ROAS, leads) | Green | Improvement |
| Decrease of a positive indicator (revenue, ROAS, leads) | Red | Deterioration |
| Increase of a cost indicator (spend, CPL, CPA) | Red | Deterioration |
| Decrease of a cost indicator (spend, CPL, CPA) | Green | Improvement |
Watch the Interpretation
A green arrow on spend means you're spending less, not more. The color always reflects the impact on your profitability, not the direction of movement.
Charts
Several types of visualizations are used throughout the application.
| Type | Usage |
|---|---|
| Trend lines | Evolution over time (daily spend, leads per week, monthly revenue). |
| Bar charts | Comparisons between categories (performance by campaign, by rep). |
| Stacked areas | Proportional breakdown over time (spend by campaign). |
| Funnel | Conversion rates between stages (lead, appointment, sale). |
| Heatmap | Temporal patterns (performance by day of week, by hour). |
| Sparklines | Mini-charts in tables for a quick trend overview. |
Each chart offers interactive hover: move your mouse over a point to see exact values.
Data Tables
Tables present detailed data (ads, contacts, tasks, etc.) with several features:
- Sorting: click a column header to sort in ascending or descending order.
- Search: a search field filters rows in real time (when available).
- CSV Export: an export button lets you download the table data as CSV for analysis in Excel or Google Sheets.
- Pagination: large data sets are paginated to keep the interface responsive.
Responsive Display
DURUM.ai is designed to work on all devices.
| Device | Behavior |
|---|---|
| Desktop | Full interface with expanded sidebar. |
| Tablet | Collapsible sidebar. Charts and tables adapt to width. |
| Mobile | Hamburger menu for navigation. Tables switch to stacked card format. Charts are resized. |
Quick Navigation
On mobile, swipe from the left edge of the screen to open the sidebar without tapping the hamburger menu.
Next Step
Learn to master the filter system to analyze exactly the data you need: Filters.