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 🔄