> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Community Engagement Dashboard

> CE core dashboard showing live metrics for contacts, leads, calls, and conversion rate at /ce/dashboard.

The CE Dashboard is the primary landing screen for the Community Engagement core, displaying live metrics and quick-access widgets. It is accessible at `/ce/dashboard`.

## Overview

The CE Dashboard renders four stat cards: Total Contacts, Active Leads, Calls This Month, and Conversion Rate. Conversion Rate uses a `success`/`default`/`warning` color variant based on whether the value is ≥50%, ≥25%, or below 25%. Below the stat cards, two widgets appear side by side: `CERecentActivityWidget` (recent CE activities) and `CEWizardShortcutsWidget` (quick-launch for common CE wizards including Log Call). Users with `CE_PERMISSIONS.CRISIS_VIEW` see a `CrisisQueueWidget` below. A `QuickActionsSection` for the `ce` module is rendered above the stat cards. Two keyboard shortcuts are active on this page: Cmd/Ctrl+D opens Quick Dial, and Cmd/Ctrl+Shift+L opens Log Call. If a calendar connection with sync enabled exists, a `CalendarActivityIndicator` is shown in the header. On mobile the screen renders a `MobileDashboard`.

## Who it's for

Required permission: `CE_PERMISSIONS.DASHBOARD_VIEW` (route-level gate). Quick Dial and Log Call actions require `ce.calls.create`.

## Before you start

* You need the `CE_PERMISSIONS.DASHBOARD_VIEW` permission.
* Metrics are scoped to your organization; a loading skeleton is shown while data loads.

## Steps

<Steps>
  <Step title="Open the CE Dashboard">Navigate to `/ce/dashboard` or to `/ce` (which redirects here).</Step>
  <Step title="Review key metrics">Check the four stat cards for current contacts, leads, calls, and conversion rate.</Step>
  <Step title="Log a call (keyboard shortcut)">Press Cmd/Ctrl+Shift+L to open the Log Call dialog, or click Log Call in the header action buttons.</Step>
  <Step title="Quick Dial">Press Cmd/Ctrl+D or click Quick Dial in the header to open the Quick Dial dialog.</Step>
  <Step title="Review recent activity">Check the Recent Activity widget for the latest CE activity records.</Step>
  <Step title="Review crisis queue (if permitted)">Users with crisis view permission see a Crisis Queue widget below the activity widgets.</Step>
</Steps>

## Key concepts

* **Conversion Rate** — percentage of leads converted to clients; color-coded: success (≥50%), default (≥25%), warning (\<25%).
* **Quick Dial** — opens `QuickDialDialog` for making outbound calls.
* **Log Call** — opens `ManualCallForm` for manually recording a call.
* **Calendar sync indicator** — shown in the header when at least one calendar connection has `sync_enabled = true`.

## Related

<Columns cols={2}>
  <Card title="Community Engagement" icon="bullhorn" href="/ce/overview">
    Community Engagement core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/ce.tsx
  * src/cores/ce/pages/CEOverviewPage.tsx
</Accordion>