RecceLabDocumentation

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User Manual ​

Step 1: Logging In ​

To access the dashboard:

  1. Navigate to the login page.
  2. Enter your email and password.
  3. Click the Sign In button to access your personalized analytics dashboard.

Step 2: Dashboard Overview ​

Once logged in, you land on the Dashboard page.

Dashboard Overview - Part 1

Key Metrics Panel ​

At the top of the dashboard, you can view:

  • Current Revenue
  • ROI
  • Predicted Revenue (using AI)
  • Predicted ROI

Dashboard Details - Part 2

Mongo Manager (Data Upload) ​

If no data is available:

  1. Go to the Mongo Manager section on the right.
  2. Click Choose File to upload a CSV file.
  3. Select the database to import data into or clean existing datasets.

Running Predictions (Prophet ML) ​

  1. Use the slider to select your forecast duration (e.g., 4 months).
  2. Click Run Prediction to generate machine learning-based forecasts.

Visual Insights ​

ML Predictions ​

  • View actual vs predicted trends for:
    • Revenue
    • Ad Spend

Filter Charts ​

  • Apply filters by date, age group, channel, country, or campaign to customize your view.

Contribution by Channel ​

  • Breakdown of channel performance by spending, views, leads, and revenue.

Cost Metrics ​

  • Heatmap showing cost per acquisition across channels with color-coded intensity (low, medium, high).

Step 3: Report Generation (Report Tab) ​

Navigate to the Report tab to access the LLM-powered Report Generator.

Report Generation Interface

Report Builder Features: ​

  • Use natural language queries to:
    • Generate sales or marketing campaign reports.
    • Describe customer acquisition trends.
    • Explain fluctuations in revenue.
    • Request visualizations (e.g., charts of regional sales or monthly revenue growth).

Customize Your Report ​

  • Set a report title and author name.
  • Add a custom description.
  • Review conversation history of previous queries.
  • Export the report directly to PDF.

Step 4: User Management (Admin Tab) ​

In the Admin tab, manage team access and permissions.

Admin Dashboard Overview

Permissions Include: ​

  • Report Generation
  • Chart Viewing
  • User Management

To manage a user:

  • Use the toggle switches to enable or disable permissions.
  • Click New User to add a new team member.

Creating New User

Settings ​

Use the Settings tab to configure account or platform-level preferences. ​

Account Info ​

Your account info (name and email) is shown in the lower-left sidebar for reference.