What the dashboard shows
The Dashboard is Lancer's full-funnel analytics view — both outbound (proposal funnel) and inbound (profile reach) in one place. Use the date-range picker and bidder-account filter in the header to scope everything on the page.
The dashboard is available on a premium plan.
Dashboard sections
KPI row — New Conversations (outbound replies + inbound total), Inbound (invitations + DMs), Replies & reply rate, Deals Won, and Time Saved.
Performance chart — toggle between Outbound (sent → viewed → replied funnel over time) and Inbound (see "Reading the Inbound tab" below).
Recent Leads table — full lead history across all campaigns with status filtering (including Job skipped for jobs Lancer chose not to bid on, Bidding blocked for bids stopped by something only you can change such as a wrong password or no connects, and Bid failed for bids that went wrong on our side), job-URL search, CSV export, proposal signal badges, and a detail drawer. Status chips deep-link into the Inbox.
Invitations table — every client invitation across all connected bidder accounts, with auto-bid indicator and inbox deep-links.
Breakdowns card — performance split by Campaigns, Cover Letters, and Bidder Accounts tabs.
Reading the Inbound tab
The main chart shows conversations clients started: invitations and DMs over time. Hover any period to also see that period's profile views, boost impressions and boost clicks.
Under it, the cards headed On your Upwork profile, same period show profile views, boost impressions and boost clicks, each with its own small chart and scale. A dashed grey line on each card shows the shape of your inbound for comparison. The label under a card says how closely your inbound moves with it:
Your inbound rises and falls with this — the two move closely together.
Your inbound partly follows this — some overlap.
Your inbound doesn't follow this — no clear link.
Too little data to compare yet — fewer than 6 periods, or fewer than 4 with activity, in the range you picked.
"Moves together" is not "causes": it shows a pattern in your own numbers, not proof that one drove the other. Only periods where Upwork stats were collected are compared; periods without a reading are gaps, and a range with none says Not collected yet.
Click a card (or focus it and press Enter or Space) to lay its shape over the main chart as a dashed line on its own scale. A chip such as "Boost impressions, shape only" appears above the chart; click its × to clear it. Hovering a period lines up the main chart and every card. If you didn't boost in the period, the boost cards say so and can't be clicked, and cards with too little data can't be clicked either. Click-through rates only show when there are at least 20 impressions behind them.
Deals Won card & sharing your results
The Deals Won card shows the total deal value (in $) of deals you moved into the Won stage of your Pipeline during the selected date range and bidder-account filter. If you renamed the Won stage (for example to "Closed Won"), it still counts. Under it, two chips show your pipeline value (every deal moved past New, excluding Lost) and the number of meetings arranged.
The card is only as good as the values you enter, so set a deal value on each deal in the Pipeline. Lancer will show a hint when something is missing:
Connect your inbox — no connected account yet.
Move deals in your pipeline — no deals have left the New stage in this period.
N deals have no value — click to open the Pipeline and add values. This hint appears under the chips, which stay visible. You will also get a prompt when you move a deal to Won (including a renamed Won stage) without a value.
The chips are hidden only when there is no connected inbox or no deals yet. When you switch the date range or bidder account, the card dims briefly while the new numbers load.
Deals are dated by when they reached their current stage. If the card shows —, the data is temporarily unavailable; try again shortly.
Use the Share button in the dashboard header to create a results image for social media. In the editor you can set a headline, pick one of 7 backgrounds, choose up to 5 numbers (Proposals sent, Inbound, Replies, Meetings, Pipeline $, Won $), turn the activity chart on or off, and choose branding (Logo + footer or footer only). Numbers that are unavailable (your pipeline has no meeting stage, or the pipeline numbers failed to load) are greyed out and don't count toward the 5. The Share button stays disabled while the dashboard numbers are still loading after a date-range or bidder switch, so the image never mixes an old period's numbers with the new period's label. Then download the PNG or copy it to your clipboard. Client names never appear on the image, and a small "Powered by lancer.app" footer is always included. Your settings are remembered in your browser.
Data freshness & refresh
Proposal outcomes (viewed, replied) come from Upwork's proposal-status sync, not in real time. The header shows a Last synced timestamp so you always know how current the data is.
To pull the latest from Upwork now, click the circular-arrow button next to the timestamp (hover it: Sync with Upwork). A sync typically takes 2–3 minutes. Once complete, dashboard numbers refresh automatically.
After you trigger a refresh, the button stays disabled for 15 minutes (the cooldown prevents sync spam). Hover the button to see how long until it's available again.
Profile views, impressions and clicks come from Upwork's own My Stats numbers for each connected account (the dashboard adds up your accounts). Lancer reads them once a day per account — in its daily sync, or on the first refresh of the day (UTC) — so pressing the button again the same day doesn't re-read them. Upwork fills in a day the next morning, so the latest day shown is yesterday; today's views appear tomorrow. Days Lancer has no reading for are shown as unknown, not as zero.
Invitations and DMs are counted from your Upwork notifications and invitation emails from the time Lancer started watching each account. For earlier months, the dashboard shows Upwork's own invitation count from My Stats, so older history is no longer empty. This fills in on the account's next daily read or its next Sync with Upwork click, so it can take up to a day to appear. After Lancer started watching, the count comes from Lancer alone.
Viewed and replied counts on the Performance chart land on the day Lancer detects the status change, not necessarily the day the proposal was sent — a proposal sent last week that a client opens today shows up in today's counts. Sent and contacted always stay on the day the proposal actually went out. One effect of this: on very short or custom date ranges, reply/view rates can look unusual (a short window can even read over 100% if several older proposals happen to get viewed or replied to inside it) — this washes out over wider date ranges, and the underlying counts are accurate either way.
Looking for queued bids?
The Lead Queue page (sidebar link) shows jobs currently waiting to be bid on. Leads expire automatically 72 hours after the job was posted.
