cocottetech/@platform/codebase/@features/ai-copilot/docs/analytics-dashboard.screen.md

analytics-dashboard.screen

Implements brief T — the strategist's front-window. 5 stacked panels answering "how is my business doing this week." Reached from chat-home top-bar overflow → "Dashboard," or from the daily digest's "tell me more →" handoff. Web companion shows the full layout; iOS shows the same panels collapsed-by-default in a scrollable drawer. Voice register: working; hearth on good news; plain on dips.

Layout (iPhone — drawer; web shows side-by-side panels)

┌─────────────────────────────────────────────────┐
│ ◄ Chat                              ⚙           │ 56pt — top bar; ⚙ = panel config
├─────────────────────────────────────────────────┤
│  This week · refreshed 6 min ago                │   stale-indicator + refresh
│  [ Tell me more → strategist ]                   │   conversational handoff
├─────────────────────────────────────────────────┤
│                                                 │
│ ┌─────────────────────────────────────────────┐ │   T1 — Revenue
│ │ Revenue · $4,210                            │ │
│ │ ▁▂▄▆█▆▅ ↑ 18% vs last week                  │ │   sparkline + delta
│ │ 💡 OF PPV pulled $1,840 — Berlin tease      │ │   insight chip (hearth)
│ │    cohort responded                         │ │
│ └─────────────────────────────────────────────┘ │
│                                                 │
│ ┌─────────────────────────────────────────────┐ │   T2 — Funnel
│ │ Prospect funnel                             │ │
│ │ 47 inbound → 31 warm → 12 booked            │ │
│ │ ▼ Conv rate: 25% (last wk 22%)              │ │
│ │ 💡 Triage filter blocked 8 spammers         │ │
│ └─────────────────────────────────────────────┘ │
│                                                 │
│ ┌─────────────────────────────────────────────┐ │   T3 — Per-surface
│ │ Surfaces · top movers                       │ │
│ │ OF +14%   X +6%   Tryst flat   Eros -3%     │ │
│ │ [ See all 24 → ]                            │ │
│ └─────────────────────────────────────────────┘ │
│                                                 │
│ ┌─────────────────────────────────────────────┐ │   T4 — Cohort warmth
│ │ OF cohort                                   │ │
│ │ Tier breakdown chart                        │ │
│ │ ⚠ "early adopters" cooled — 12d silent     │ │   plain on warning
│ └─────────────────────────────────────────────┘ │
│                                                 │
│ ┌─────────────────────────────────────────────┐ │   T5 — Tour ledger
│ │ Berlin (Oct 3–7) · in planning              │ │
│ │ Floor: $8k · Target: $14k · Booked: $2.1k   │ │
│ │ Hotel: 2 considering · 0 booked             │ │
│ └─────────────────────────────────────────────┘ │
│                                                 │
└─────────────────────────────────────────────────┘

Components

Component	Notes
Top bar	Back + config cog (per-panel show/hide, refresh cadence).
Stale indicator	"refreshed N min ago"; tap to force-refresh (rate-limited per T-Q1).
Strategist handoff	Bottom-of-screen CTA opening a chat scoped to dashboard context.
Panel card	Each of T1–T5 is one card with: title, primary number/chart, delta vs comparison period, 1 insight chip from strategist.
Insight chip	Voice register matches state — hearth on good, working on neutral, plain on warning. Tappable → strategist deep-dive.

States (per panel + whole dashboard)

1. Empty (new user) — copy: "I'll have more to show after a week of data."
2. Sparse (some data, low confidence) — values shown with ~ prefix and lower-opacity color.
3. Typical (default) — full layout.
4. Anomaly-highlighted — one panel pulses faint amber/rose; insight chip uses plain register.
5. Cold-load — skeleton placeholders per panel.
6. Degraded (strategist offline per M §M2a) — banner: "Showing last-known from 14h ago." All panels frozen with timestamps.
7. Offline (M §M2c) — banner: "Offline. Cached numbers may be stale."
8. Web variant — same panels side-by-side in a 2-col grid; charts higher-fidelity.
9. VoiceOver — panels read top-to-bottom; each insight chip explicitly announced as "strategist note."

Interactions

• Tap insight chip → opens chat with strategist scoped to that panel's slice.
• Tap "See all" on T3 → routes to surfaces-settings.screen.md.
• Tap T5 tour leg → tour-leg-detail.screen.md.
• Long-press a panel → "Hide this panel" / "Move up" / "Pin to dashboard."
• Pull-to-refresh → force re-pull (rate-limited).

Edge cases

• Strategist crashed mid-refresh — last-known shown with stale chip; recovery banner once strategist back.
• Revenue panel at $0 (new user / vacation) — copy: "No revenue moves this week. {context}." Doesn't feel like failure.
• Tour ledger empty — placeholder: "No tour legs in flight. Tell ai-copilot 'I'm thinking about a tour' to start."
• Reduced motion — sparklines replaced by min/max/avg numerals.

Related

• Brief T — parent design.
• strategist contract — source of insights.
• Brief I — audit drawer is the "what was done" companion to this "how is it going" surface.
• tour-leg-detail.screen.md — T5 tour-card target.

Out of scope

• Custom panel ordering UI (defer; tap-and-hold reordering is a future enhancement).
• Cross-week / month / year time controls (initial scope: this-week + comparison; date picker added later).