Understand the dashboard

The Summary dashboard answers two questions: what happened in the selected period, and what needs attention now. Its numbers change with the selected goal, Agent scope, and date range.

While initial onboarding is active, the home route shows the setup home instead of reporting. Complete the business rules, lead source, channels, and first Agent pillars to reach the data dashboard.

Set the reporting scope

Use the filter bar before comparing numbers.

Filter	Current behavior
Date	Choose Today, Last 7 days, Last 30 days, Last 90 days, All time, a billing period when available, or a custom range.
Goal	Shows only goal types represented by the workspace’s current Agents. Changing the goal resets the Agent scope to all Agents for that goal.
Agent	Choose all Agents in the selected goal or one Agent. The selector groups Agents under their Agent groups. It is not an arbitrary multi-Agent selection.
Cards / Chart	Changes the result presentation. Chart view is useful only for goals with a real daily series; other goals continue to use cards.

When a comparison is available, Nexor compares the selected range with the immediately preceding range of the same length. A missing comparison does not mean the current period has no data.

Read the KPI cards

The first card is New leads. The second changes with the selected Agent goal. The third is a conversion or response rate.

Metric	Definition
New leads	Leads whose contact started during the selected period. For support and information goals, this can include an older lead reactivated during the period.
Meetings booked	Meetings the Agent booked during the period, based on when the booking was created. The meeting date and current status do not change this count, so a later-cancelled meeting still counts as a booking won by the Agent.
Qualified leads	Leads that reached the qualified status during the period.
Conversations handled	Unique leads with whom the Agent exchanged at least one message during the period, including previously enrolled leads that were reactivated.
Conversions	Conversion events configured for the selected Agent and recorded during the period. If none are configured, the card shows no value and links to setup.
Conversion rate	Percentage of the period’s new-lead cohort that reached the Agent’s configured result.
Response rate	For support and information goals, percentage of handled conversations in which the lead replied at least once.

The goal-specific result card uses Meetings booked for appointment Agents, Qualified leads for qualification Agents, Conversations handled for support and information Agents, and Conversions for conversion-based goals.

A delta badge compares the current and previous periods. The small caption below a count shows the absolute difference, while a rate difference is shown in percentage points.

Read Agent and channel activity

The Agent section shows the selected result for each Agent and identifies active, paused, or inactive Agents. In the aggregate view, Agents that belong to the same group are combined under the group name. Selecting one Agent keeps its own series separate. Channel activity counts WhatsApp messages sent, calls placed, and emails sent in the selected period. It measures activity, not delivery, response, meeting, or conversion outcomes.

Use the insights strip

Insights for this period shows up to three ranked, non-duplicated observations built from the data already loaded by the dashboard. Setup gaps and stopped activity appear before ordinary movement or totals. An insight can point you to Agents or Integrations when Nexor detects, for example:

new leads but no goal result;
an Agent or channel with no activity;
conversions that have not been configured;
a meaningful rise or drop in a result or rate;
the Agent or channel contributing the largest share.

Insights summarize observed dashboard data. They are not forecasts and do not prove why a result changed.

Respond to warning banners

Warning	What it means	What to do
No lead source connected	Agents have no configured intake path for new contacts.	Use Connect a source and finish the selected integration.
No appointment host ready	A booking Agent has no eligible host with the required calendar and availability setup.	Open the Agent settings or Meetings setup and complete the host configuration.
CRM setup incomplete	A connected HubSpot, Kommo, GoHighLevel, Zoho, or Odoo integration still has required setup work.	Follow the banner to that specific integration and finish its mapping or routing.
Shopify phone capture	Recovered checkout leads may contain only email when Shopify did not collect a phone number.	Configure phone collection at checkout when phone outreach is required.
Shopify abandoned-cart flow	Shopify and Nexor can contact the same abandoned cart.	Disable the overlapping Shopify flow before activating Nexor outreach.
WhatsApp health or safety	Meta or Nexor reports a connection, billing, quality, verification, sending-limit, template, or delivery problem.	Read the banner detail and use its action to reconnect, fix Meta billing, review templates, or inspect the affected Agent.

Some WhatsApp alerts remain visible until the underlying problem clears. When Dismiss is available, it hides that alert from the current dashboard but does not fix the connection or provider state.

A workspace with no connected channel can show a setup empty state instead of a warning banner. Follow its connection action, then return to Summary after the channel is ready.

Configure conversions

Define the events that power conversion-based result cards.

Resolve WhatsApp issues

Work through connection, review, and sending problems.

Connect lead sources

Choose the native or custom intake path that matches your system.

Set calendar availability

Make an appointment host eligible for booking.

Last modified on September 8, 2026

​Set the reporting scope

​Read the KPI cards

​Read Agent and channel activity

​Use the insights strip

​Respond to warning banners

​Related guides

Configure conversions

Resolve WhatsApp issues

Connect lead sources

Set calendar availability

Set the reporting scope

Read the KPI cards

Read Agent and channel activity

Use the insights strip

Respond to warning banners

Related guides