Admin Dashboard #

The Super Admin Dashboard in NexaPortal provides a comprehensive overview of the entire system. It helps you instantly monitor real-time statistics of Leads, Tasks, Patients, Sales Users, Conversion Time, and Performance Charts all in one place.

 

 

1️⃣ Statistical Boxes (Overall System Stats) #

At the top of the dashboard, there are 6 key statistical boxes:

A 3-month bar chart is displayed in the center of the page, showing lead status breakdown per month:

New/Pending
Sale Done
Qualified
Done
Cancel/Spam

 

3️⃣ System Performance Quick Look #

At the bottom of the page, you’ll see two important boxes:

🔻 Leads Conversion Funnel #

Shows how leads progressed over the past 7 days:

• Number of leads entered

• How many were Qualified

• How many were Sold (finalized)

📈 Conversion Rate & Total Revenue #

• Conversion rate from lead to sale (as %)

• Total revenue (based on your system’s currency, e.g., Euro)

 

📝 Note: All data is live and auto-updated

 

Manager Dashboard #

The Manager Dashboard in NexaPortal provides a clear overview of recent leads, activities, and last 3 months’ statistics to the Sales Manager 📈. This page allows managers to view notifications, new leads, and performance charts without navigating away.

 

 

1️⃣ Latest Notifications #

On the left column, you can see a list of the most recent notifications, including key events:

• New lead created
• File added to a lead
• Task created or updated
• New payment registered

➡️ Click All Notifications to view the complete notifications page.

 

2️⃣ Latest Active Leads #

In the central section, you get a quick overview of active leads.

📊 Lead Stats #

Above the leads table, you’ll see stats for New, Pending, Qualified, and Cancelled leads in the timeframes: Today, Last Week, and Last Month.

🗂️ Leads Table #

The table includes the following info:
• Lead Number
• Message or Patient Name
• Lead Language
• Source (Panel or Chatbot)
• Current Stage
• Campaign (if any)
• Lead Manager
• Assignee

➡️ Click All Leads to view your full lead list.

 

3️⃣ Lead Status Chart (Last 3 Months) #

At the bottom of the page, a bar chart shows lead status breakdown for the last 3 months, categorized by month and stage:

New/Pending
Sale Done
Qualified
Done
Cancel/Spam

 

📝 Note: All data is automatically and live updated 🔄

 

Sales Dashboard #

The Sales Dashboard in NexaPortal is designed to help each Sales User quickly view the status of their assigned leads, recent notifications, and lead statistics from the past 3 months 📊. This dashboard is simple and focused, displaying only data related to the current sales user.

 

1️⃣ Latest Notifications #

On the left column, a list of the most recent notifications is shown, including:

• New payment added
• A new lead assigned to the sales user
• File or comment added to a lead
• Lead status changed

➡️ Click All Notifications to view the full list.

 

2️⃣ Latest Active Leads #

The center section of the dashboard shows a list of active leads assigned to the sales user.

📈 Lead Stats #

Above the table, you’ll find the number of leads created or assigned to this user over the past day, week, and month, categorized by status: New, Pending, Qualified, Cancelled.

🗂️ Leads Table #

The table includes:
• Lead Number
• Message or Patient Name
• Language
• Lead Source (Panel, Chatbot, Instagram, etc.)
• Current Stage
• Campaign (if any)
• Lead Manager
• Assigned Sales User (current user)

➡️ Use the All Leads button to view the complete list.

 

3️⃣ Last 3 Months Lead Status Chart #

At the bottom of the dashboard, a bar chart shows the status of this sales user’s leads over the past 3 months, color-coded by status:

New/Pending
Qualified
Sale Done
Cancel/Spam

 

📝 Note: The Sales Dashboard only displays leads assigned to the current user, keeping focus clear and relevant.

 

Field Operation Dashboard #

The Field Operation Dashboard in Nexa Portal is designed for operational users to get a quick view of their schedule, active leads, and important notifications at a glance. These users are usually responsible for on-site coordination such as transfers, receptions, or accompanying patients at medical centers.

 

1️⃣ Latest Notifications #

On the left column, you’ll see a list of the most recent notifications related to the user, including:

• New payment registered
• New task added or status changed
• Lead or task assigned to the user

➡️ Click All Notifications to view the full notification history.

 

2️⃣ Operation Calendar #

The core of this dashboard is the monthly calendar displayed in the center. It shows scheduled on-site operations, such as:

• Patient visit day to clinic or hospital
• Daily field tasks
• Required language for translation/services (e.g., EN, CS)
• Visit location (e.g., Gazi Hospital, SVS, Wise & Smile)

View modes include:
• Monthly (Month)
• Weekly (Week)
• Daily (Day)
• List View

 

3️⃣ Latest Active Leads #

At the bottom, a table of active leads assigned to this user is shown, including:

• Lead Number
• Patient Name or Initial Message
• Language
• Source (Panel, Chatbot)
• Current Stage
• Campaign (if any)
• Lead Manager
• Assigned User (this field operator)

 

📝 Note: This dashboard helps field users manage their work calendar visually and stay informed about their assigned leads in real time.

Transfer Dashboard #

The Transfer Dashboard in NexaPortal is tailored for users responsible for patient transportation, including airport transfers, clinic visits, and hotel shuttles. It offers a quick view of daily schedules, active leads, and related notifications.

 

 

1️⃣ Latest Notifications #

The left column includes notifications relevant to the transfer user, such as:

• A new lead assigned
• Task status changed related to transfer
• New payment registered or item added

➡️ Click All Notifications to access the full notification list.

 

2️⃣ Operation Calendar #

The main section of the dashboard is a monthly calendar showing daily transfer duties. Details shown in the calendar include:

• Patient Name or Lead Code
• Required Language (e.g., EN, CS)
• Destination or Medical Center (e.g., Gazi Hospital, SVS, Wise & Smile)

Calendar view modes available:
• Monthly (Month)
• Weekly (Week)
• Daily (Day)
• List View

 

3️⃣ Latest Active Leads #

At the bottom, a table of active leads assigned to this transfer user is displayed, including:

• Lead Number
• Patient Name or Message
• Language
• Source (e.g., Panel or Chatbot)
• Current Stage
• Lead Manager
• Assigned User (current transfer staff)

 

📝 Note: Transfer users only see leads assigned to them – ensuring they stay focused on their transport responsibilities.