Interface Tour

This guide presents the main areas of the DURUM.ai interface, as they appear for a client account.

Overview

On desktop, the interface has three areas: the sidebar on the left, the filter bar at the top and the content area in the centre. The sidebar collapses with one click. A Search… field at the top of the sidebar finds a page, a contact, a campaign, an ad set, a rep or a product.

On mobile, the sidebar gives way to a top bar (client, filters) and a bottom navigation: Dashboard, Ads, Sales, Contacts and More. The More menu groups, among others, the profile, billing, settings, the theme and logout.

Sidebar (navigation)

The sidebar is organised in groups. An entry only appears if your role has access to it.

Overview

Entry	Description
Dashboard	The dashboard and its tabs: CEO View, Marketing, Sales, Finance, My Dashboard.

Marketing

Entry	Description
Ads	Performance of campaigns, ad sets and ads, with the rules engine and campaign launcher as sub-pages.
Journal	The readable history of actions on your ads.
Agency View	Aggregated view of several accounts; only visible for an account that manages several businesses.

Sales

Entry	Description
Sales & Reps	The sales team page, in four groups: Overview (the period in figures), Team (the rep leaderboard), Calls (calls, pipeline, calendar, training, search) and Settings (call configuration). Sections that depend on call recording are locked as long as the account does not record.
Calls	Review of recorded and analysed calls.
Contacts	Your contacts and their journey.

Operations

Entry	Description
Profile	Your details, your calendar connection and your preferences.
Notifications	The notification centre and its settings.

Administration

Entry	Description
Team	Members and invitations (account managers).
Roles	Roles and custom permissions (account managers).
Billing	Subscription, seats and invoices.
Integrations	Connections (ad platforms, CRM, calendar, payments), events and conversions, account settings.

A client account that is not a manager sees Integrations and Billing; a trial account sees Billing.

Entries reserved for the DURUM team

Some entries (Studio, Organic, Funnel, UTM links, Emails, CSV Import, Logs, Tasks, Invoices and the whole System group) are reserved for the DURUM team and do not appear in a client's menu.

Filter bar

The filter bar controls the data displayed. Each page only shows the filters it actually uses.

Client

An account that manages several businesses picks the client to analyse here. A single client account does not see this selector.

Period

The Period selector offers 7 days, 14 days, 30 days, 90 days, MTD (current month), Since Jan., All and Custom (From and To fields). The period applies to every KPI, chart and table of the page.

Comparison

The Comparison selector offers None, Previous period and Year ago. Once enabled, KPI cards show their change.

More filters

On the dashboard, the + More filters button opens Campaigns (multiple selection), Rep and Products (multiple selection). On Ads, they are Campaigns and Ad sets; on Sales & Reps, Rep. The Reset button shows the number of active filters.

Persistent filters

Filters stay active when you change page. To learn more, see the Filters guide.

Dashboard tabs

The dashboard offers five tabs. Each one maps to a permission; a role may only see some of them.

Tab	Permission	Content
CEO View	dashboard_ceo	KPIs, funnel, campaigns table, goals, alerts, diagnosis, breakdown. See CEO View.
Marketing	dashboard_marketing	ROI, spend, ad sales, CPA, campaigns table, voice of the prospect, waste. See Marketing.
Sales	dashboard_sales	Sub-tabs Performance, Transactions, Journey. See Sales Reps and Sales.
Finance	dashboard_finance	Net profit, P&L, revenue by campaign and by product, unit economics. See Finance.
My Dashboard	dashboard_bi	Widget-based customisable board. See My Board.

The Goals button, to the right of the tabs, opens the monthly goals editor.

KPI cards

Each KPI card contains:

• the value for the selected period;
• the label, with an i that explains the calculation on hover;
• a subtitle (detail, gap or change);
• a progress bar towards the goal, on cards linked to a monthly goal.

Reading changes

When comparison is enabled, the arrow states the fact (the value goes up ▲ or down ▼) and the colour states the judgement:

Situation	Colour
Increase of a result indicator (revenue, ROAS, sales)	Green
Decrease of a result indicator	Red
Increase of a cost indicator (spend, CPA, no-show)	Red
Decrease of a cost indicator	Green

Watch the interpretation

A green ▼ arrow on spend means you are spending less. The colour reflects the impact on your profitability, not the direction of the move.

Charts

Type	Usage
Lines	Evolution over time (spend vs revenue, bookings, meetings, sales)
Bars	Comparisons between categories (revenue by rep, by product, monthly P&L, no-show by day)
Cumulative areas	Cumulative spend and revenue (Finance)
Funnel	Volumes and rates between stages (pipeline)
Stacked areas, maps, gauges	Available as widgets in My Dashboard

Charts show exact values on hover.

Data tables

• Sorting: click a column header.
• Export: the CSV button downloads the table.
• Density: Compact, Normal or Comfortable, remembered.
• Progressive loading: long lists load as you scroll.

In detail windows, clicking a row opens the event record.

Responsive display

Device	Behaviour
Desktop	Collapsible sidebar, full filter bar.
Mobile and narrow tablet	Top bar with the client selector and a Filters sheet; five-entry bottom navigation; My Dashboard widgets stack.

Next step

Learn to master the filter system: Filters.