Overview
The dashboard provides a real-time view of your business performance with customizable widgets, quick actions, and detailed analytics. Switch between Overview and Analytics tabs to see different perspectives on your data.
Stats Cards
Leads
Total leads, hot/warm/cold breakdown, new this week
Funnels
Active funnels, views, conversions
CRM
Deals, pipeline value, won deals
Payments
Revenue, sales count
Campaigns
Total campaigns, running campaigns
WhatsApp Health
Connection status, message limits
Widgets
Quick Actions
Create campaign, add contact, start automation
Getting Started
Onboarding progress and setup checklist
Health Score
Account health and optimization tips
Today Briefing
AI-powered daily insights and actions
Intel Snapshot
Business intelligence from conversations
Recent Activity
Latest actions and audit logs
Customization
Drag-and-Drop Sections
Reorder dashboard sections to match your workflow
Analytics Tab
Switch to detailed analytics view with charts and trends