Dashboards & Analytics

Your entire sales operation on one screen. And an AI that answers questions about it.

Service, campaigns, pipeline and AI agents in the same dashboard, updated as the operation happens. When the question doesn't fit in a chart, ask it directly in Claude or ChatGPT.

Talk to a specialist See the dashboard inside

OverviewExport PDF

All campaigns ▾All agents ▾

Total leads4,812↑ +12%vs prev. 30 days

Sent4,812100%

Replied1,20325%↑ +8%vs prev. 30 days

Qualified58949%↑ +5%vs prev. 30 days

Converted18832%↓ −3%vs prev. 30 days

Period performance This period Previous period

4 viewsOverview, Service, Campaigns and Pipeline
Updated in minutesno waiting for month-end close
AI and team on the same scaleperformance per agent, human or AI
PDF in 1 clickwith filters and date on the report
Connected to your AIvia MCP, in Claude or ChatGPT

Monday, 9 a.m.

The board report shouldn't take the whole morning.

Today the numbers are scattered across channels, spreadsheets and screenshots. By the time the bottleneck shows up, the month is already closed.

Before

4 tabs open and a “v3_final” spreadsheet
Cross-checking campaigns against the pipeline by hand
Finding the bottleneck at month-end close
Building slides for the board
“Who's overloaded?” by gut feeling
Asking the tech team for a new report

With Nuvia

One screen with campaigns, pipeline, team and AI
The full cycle, from campaign to conversion
Change vs. previous period on every card
Export a PDF with filters and date
Distribution per rep and per agent
Build your own dashboard, or ask the AI

Overview

From campaign to conversion. And the exact point where it breaks.

Five numbers tell the lead's whole story. Each stage's percentage is calculated over the previous stage, so you don't just see the overall rate: you see where the leak is.

Total leads4,812↑ +12%

100%of the previous stage

Sent4,812

25%of the previous stage

Replied1,203↑ +8%

49%of the previous stage

Qualified589↑ +5%

32%of the previous stage

Converted188↓ −3%

49% of those who replied were qualified. Only 32% of the qualified converted. The bottleneck is in closing, not in prospecting.

Automatic comparison

Each card shows the change vs. the previous week or month. The label adapts to the selected period.

End-to-end journey

Captured, sent, delivered, replied, in qualification, converted and lost, in bars.

Breakdown by campaign

One row per campaign, with the full cycle and the average score. It's the comparison slide, ready to go.

Tour of the views

Every question has its view.

The dashboards are organized into specialized views. Pick the question; the dashboard already knows where to look.

Questions it answers

“How much demand came in?”
“Who's overloaded?”
“At what time does the team need backup?”

What you see

Total conversations, open, waiting and closed, average per rep, volume by status and by channel, and the distribution across reps.

Total2,340

Open312

Waiting128

Closed1,900

Conversations started per hour

8:009:0010:0011:0012:0013:0014:0015:0016:0017:0018:0019:00

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Tuesday, 10 a.m.: the peak of the week. Now you know where to put the team.

Filter by period, channel, campaign, rep, agent and stage. No rebuilding the report for every new question.

People + AI

Who converts, not just who receives.

The AI handles the start of the conversation, and the team steps in when the deal needs it. The dashboard puts both on the same scale, so you can balance the load and know where to invest in coaching.

Load distribution: how many conversations each person and each agent has, right now.
Handoff with no blind spots: the average time the AI takes to pass the conversation to a person, with the full history attached.
Coaching backed by data: compare each person with the team average and see who needs support, and who deserves more leads.

Recognize what works, balance demand and free the team for the deals that need a human.

Performance by agent

Agent	Leads	% of total	Converted	Conversion rate	Avg. score
Inbound QualificationAI	2,140	44%	96	4.5%	61
Q3 ReactivationAI	1,380	29%	41	3%	55
MMarina S.Team	690	14%	33	4.8%	72
RRafael T.Team	602	13%	18	3%	58

Sales intelligence

The temperature of your pipeline in one number.

Lead Score, temperature and sentiment used to live lead by lead, inside each conversation. Now they're aggregated on the dashboard, so leadership sees the trend and the SDR knows where to start.

Average Lead Score

Potential identified

Off-profilePotentialQualified

Lead temperature

HOT18% ↑ +4%

WARM37%

COLD31% ↓ −5%

LOST14%

Conversation sentiment

46%Positive

38%Neutral

16%Negative

The SDR queuestart here

Lead	Campaign	Score	Temp.	Stage
Carla M.	Website inbound	92	HOT	Meeting booked
Diego P.	Q3 Reactivation	88	HOT	Qualifying
Luana R.	HR Event	84	WARM	Proposal

The SDR stops treating every reply the same and starts with the leads that are ready.

Campaigns

See each campaign's path to conversion. And the reason behind every failure.

Each campaign shows the lead's entire path, updated throughout the day. Compare campaigns side by side and decide where to put the next cadence.

Enrolled1,380

Who entered the campaign

Contacted1,312

Who received at least one message

Replied428

Who replied after the first contact

Conversions41

Who reached the success stage defined in the pipeline

Failures68

Messages that weren't delivered

A failure isn't just a number, it's a reason.

Not sent · This conversation's 24h window has expiredWhatsApp (Meta) · 2:32 p.m.See technical detailsTry again

Failures by stage · HR Event campaign

24h window expired38

Sending limit reached14

Template paused by Meta6

The cause appears in plain language, in your team's language, not as an error code.
In the campaign, failures are grouped by stage and by frequency.
Export contacts with the failure reason and handle each group the right way.

Pipeline

Your pipeline keeps up with the operation, not the other way around.

When progress depends on someone updating it by hand, your read of the pipeline falls behind. In Nuvia, stages move forward based on what happens in the conversations.

Connected kanban: customizable stages that move forward with the actions of the AI and the team.
Stalled-deal alert: a heads-up when a lead goes cold halfway through.
View by stage: see where the opportunities are without opening conversation after conversation.

Dashboard Builder

The dashboard your operation needs, built in minutes.

Every operation tracks different numbers. Start from a template or from scratch, pick metrics from the catalog and arrange them your way, without filing a ticket with the tech team.

My campaigns dashboardEdit layoutViewAdd metric

EnrolledLinkedIn251100%↑ +20%

RepliesLinkedIn5126%↑ +8%

FailuresLinkedIn94%↑ +2%

Try it: click + to add or remove metrics.

Ready-made templates

Conversations, Campaigns, Pipeline and Performance (AI efficiency and team quality).

Metrics catalog

every metric with a clear definition, organized by area and channel.

Your way

drag, resize, show or hide trend and details.

Trends that make sense

rising failures show in red, rising conversions in green.

Nuvia MCP

Your sales data, inside your AI.

Connect Nuvia to Claude, ChatGPT or whichever AI platform your team already uses. Ask about your pipeline, conversations and campaigns in plain language and get answers built on your operation's real data, without exporting spreadsheets or waiting on an analyst.

I want to connect Nuvia to my AI

Your AINuvia MCP

You

Put together this week's summary for the board in 5 bullets.

Your AI

checking campaigns, pipeline and conversations in Nuvia…

What your team does with it

Weekly review in 1 minutethe summary, ready to paste into the deck.

Campaign post-mortemwhat worked, what got stuck and why.

Voice of the customerobjections, questions and requests that show up in conversations.

Today's prioritythe hottest leads that haven't had a reply yet.

1:1 prepeach team member's numbers before the conversation.

Drop investigationchannel, campaign, agent or time of day? The AI cross-checks for you.

Only your company's data: every access is scoped to your account, with secure login (OAuth).

Read-only by default: changing anything requires admin enablement and explicit confirmation.

Everything logged: every query and every authorization is audited.

Cost per conversation

Know what each conversation costs, and where you can save.

See WhatsApp template spend and platform usage side by side, without mixing the two. Break it down by campaign, agent and template, and see the projection through month-end.

Meta spend

Marketing
Utility
Authentication

Nuvia usage

Messages per conversation
By campaign
By agent

Replying within the 24h window makes utility messages free.

Team rituals

A dashboard for every ritual of the week.

SDR / team

Daily

“Who do I start with today?”

Overview → highest-scoring leads

Manager

Load balancing

“Who's overloaded? Where should we add backup?”

Service → distribution + heatmap

Manager / RevOps

Pipeline review

“Where are leads stalling?”

Pipeline → stages + handoff

Manager / Marketing

Campaign committee

“What should we scale, pause or adjust?”

Campaigns → side by side + failures

Manager

Coaching 1:1

“Who needs support? Who deserves more leads?”

Performance by agent and rep

Leadership / CEO

Monthly board

“How are we doing vs. last month?”

Overview → PDF

RevOps

Investigation

“What changed when the metric dropped?”

Any tab + MCP

Export and integrations

The numbers leave Nuvia ready for the meeting.

PDF in 1 click

Export any tab with the applied filters and the generation date. Ready for the board, the all-hands or the client.

Your sales tools in sync

Conversations and stages flow to HubSpot, RD Station and Salesforce.

API and Webhooks

Take the data to your BI, ERP or internal systems.

Teams on the official WhatsApp API also get Meta's official reports.

FAQ

Questions about the Dashboards

Who are the Dashboards built for?

For sales and service managers and leaders who need to see the team, AI agents, campaigns and pipeline in one place, and for leadership that wants to follow results without building slides.

Is the data updated in real time?

Service and Pipeline update within a few minutes, as conversations happen. Campaign data can take up to 1 hour to consolidate.

Can I see the AI and the team in the same view?

Yes. The dashboard shows AI agents and people side by side: volume, distribution, average handoff time and performance per agent.

Can I filter by channel, campaign, agent or period?

Yes. Each view has period filters (shortcuts or a custom range) and its own filters, such as channel, campaign, rep and Smart Funnel.

Can I export the reports?

Yes. Any tab can be exported to PDF with the applied filters and the generation date.

Does each manager see only their own team?

Yes. Managers see their own team's data and admins see the entire operation.

What is Nuvia MCP?

It's the connection that brings your operation's data into AI assistants like Claude and ChatGPT. You ask questions in natural language about your pipeline, conversations and campaigns and get answers with your data, always scoped to your company.

Can the AI change anything in my account through MCP?

By default, access is read-only. To change anything, an admin has to enable write access, and high-impact actions require explicit confirmation. Everything is logged.

Can I build my own dashboard?

Yes. With the Dashboard Builder you start from a template or from scratch, pick metrics from the catalog and arrange the layout your way.

Do I need to switch my sales tools?

No. Nuvia integrates with HubSpot, RD Station and Salesforce and complements what your team already uses.

Get the visibility to lead the next decision.

See how Nuvia turns your operation's data into a single view of people, AI, campaigns and pipeline, and into an AI that answers questions about it.

Talk to a specialist