Dashboards

Service, campaigns and funnel
on one screen, in minutes.

Dashboards that update as your operation runs, with AI and team side by side.
See where the funnel stalls, export to PDF and build the dashboard your team needs.

ServiceCampaignsFunnel
Service Funnel (Lia)09/08/2026 - 10/07/2026
Total conversations
4,812
conversations
Successful
68814.3%
Unsuccessful
1,93240.1%
Open
2,192
conversations
Average handoff time
2min 40s
412 handoffs
Funnel flow
Follow conversation progression. Band width represents movements.
Expand
New conversations4,812 enteredTriage4,812 passed · 1,248 currentlyIn service1,896 passed · 386 currentlyResolved688 passed · 142 currentlyNo reply1,932 passed
  • New conversations4,812 entered
  • Triage4,812 passed · 1,248 currently
  • In service1,896 passed · 386 currently
  • Resolved688 passed · 142 currently
  • No reply1,932 passed
Where the operation stalls

From first contact to goal reached. And the stage where the conversation stops.

Five numbers tell the journey of every conversation. Each stage's percentage is calculated over the previous one, so you can see exactly where people stop moving forward.

Contacts4,812↑ +12%
100%of the previous stage
Sent4,812
25%of the previous stage
Replied1,203↑ +8%
49%of the previous stage
Progressed589↑ +5%
32%of the previous stage
Completed188↓ −3%

49% of those who replied moved to the next stage. Only 32% reached the goal. The bottleneck is in the last stage.

Automatic comparison

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

End-to-end journey

Contacts, sent, delivered, replied, in progress, completed and no reply, in bars.

Breakdown by funnel and campaign

One row per funnel or campaign, with the full journey and the average score. Your monthly comparison, 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

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.

Conversation intelligence

The temperature of your customer base in one number.

Score, temperature and sentiment used to live conversation by conversation. Now they add up on the dashboard, so leadership sees the trend and the team knows where to start.

Average score

Potential identified

Off-profilePotentialQualified
Contact temperature
HOT18% ↑ +4%
WARM37%
COLD31% ↓ −5%
LOST14%
Conversation sentiment
46%Positive
38%Neutral
16%Negative
Today's queuestart here
ContactCampaignScoreTemp.Stage
Carla M.Website and WhatsApp92HOTIn service
Diego P.Q3 Reactivation88HOTTriage
Luana R.HR Event84WARMIn service

The team stops treating every message the same and starts with whoever is ready to move forward.

People + AI

See who gets it done, from the AI agent to each person on your team.

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

  • 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.
  • Training backed by data: compare each person with the team average and see who needs support and who can take on more conversations.

Recognize what works, balance demand and free the team for the cases that need a person.

Performance by agent
  • Support L1AIConversations2,14062%
  • Q3 ReactivationAIConversations1,38030%
  • MMarina S.TeamConversations69078%
  • RRafael T.TeamConversations60265%
Campaigns

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

Each campaign shows every contact's full 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 funnel
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.
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
EnrolledWhatsApp251100%↑ +20%
RepliesWhatsApp5126%↑ +8%
FailuresWhatsApp94%↑ +2%

Try it: click + to add or remove metrics.

Ready-made templates

Conversations, Campaigns, Funnel 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.

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.

Service rep / team

Daily

“Who do I help first?”

Pipeline → Needs attention filter
Manager

Load balancing

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

Service → distribution + heatmap
Manager / RevOps

Pipeline review

“Where are conversations stalling?”

Pipeline + Funnel → stages and 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 can take on more conversations?”

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 tools in sync

When a conversation changes stage in the Pipeline, the contact is created or updated in 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

Is the data updated in real time?

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

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.

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 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.

How do I see what each conversation costs?

In the usage report, Meta template spend and platform usage appear side by side, by campaign and by template, with a projection to the end of the month.

Every conversation at the right stage. And the view for your next decision.

See how Nuvia moves your pipeline with every conversation and brings service, support, sales and post-sale together in a single view of people, AI, campaigns and funnels.

nuvia.All your customer conversations in a single platform.
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