Dashboard

Use the Notfy Dashboard to track chat, calendar, pipeline and AI consumption in switchable views, with a period filter.

The Dashboard is the home screen of Notfy. It brings together indicators and charts of the operation in views that you switch with a selector, with a period filter.

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When to use

Use the dashboard for a quick reading of the day or the period: chat queue, appointments, sales funnel and AI credit consumption. To take action (reply, move cards), go to the Service screens.

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Choose the view and the period

1. Open the Dashboard

   It is the first item in the menu and opens when you sign in.

2. Choose the view

   In the Dashboard View field, select the theme you want to see.

3. Filter the period

   Enter Initial date and Final date. You cannot choose future dates. Use the clear filters button to return to the default.

The date filter is disabled in the Main Dashboard. The system remembers the last view you chose during your session.

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Available views

View	What it shows
Main Dashboard	Notfy news and version notices.
Calendar	Occupancy Rate, appointments for today, for the month and for the period, appointment trend and comparison between conversations started and appointments created.
Pipeline	Active leads, lost leads and conversion rate; average closing cycle; funnel by stage; loss reasons; and deals created versus closed.
Chat	Conversations started, messages sent, Average First Response Time, conversations handled by AI, AI-to-human transfer rate, conversations by channel and conversation volume by hour.
Bulk Messaging	Scheduled, published and failed posts, success rate and performance by platform.
AI & Intelligence	Credit consumption, average lead score, high-potential leads, most frequent objections and score distribution.
Salesperson Performance	Table by salesperson with active leads, deals won, value won, conversion rate and average cycle.

The view labeled Bulk Messaging displays metrics for social media posts, as the name appears in the selector list.

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Views that depend on your account

These only appear when the condition is met:

View	Appears when
Instagram Analysis	The Instagram integration is active. There is also an Instagram Profile selector.
Digital Signature	The digital signature integration is active.
Legal Processes	The legal processes integration is active.
Ad Campaigns	There is an active ads integration.
Vehicle Stock	The account is in the car dealership segment.
Financial, Inventory and Tax	The corresponding module is enabled in the plan.

In addition, a view only appears if your profile has permission to see at least one of its charts. Accounts in the service (support) segment only see Main Dashboard, Chat and AI & Intelligence.

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Tips for managers

• Start the day with the Chat view to see volume and first response time.
• Compare the Pipeline view week by week after campaigns.
• Follow AI & Intelligence so you do not exceed the plan’s credits.

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See also

Pipeline

Move cards and record wins and losses.

Reports

Export data as PDF or CSV.

AI credit consumption

See where each credit was used.

General settings

Monthly goal, alerts and AI rules.