> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# 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.

## 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](https://docs.notfy.ai/en/atendimento.md) screens.

## 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.

> [!NOTE]
>
> The date filter is disabled in the **Main Dashboard**. The system remembers the last view you chose during your session.

## 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. |

> [!NOTE]
>
> The view labeled **Bulk Messaging** displays metrics for social media posts, as the name appears in the selector list.

### 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**.

## 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.

## See also

> [card] [Pipeline](https://docs.notfy.ai/en/atendimento/kanban.md)
>
> Move cards and record wins and losses.

> [card] [Reports](https://docs.notfy.ai/en/relatorios.md)
>
> Export data as PDF or CSV.

> [card] [AI credit consumption](https://docs.notfy.ai/en/relatorios/ia-uso.md)
>
> See where each credit was used.

> [card] [General settings](https://docs.notfy.ai/en/configuracoes/parametros-gerais.md)
>
> Monthly goal, alerts and AI rules.


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