Dashboard
The Dashboard is the first screen you see after logging in. It gives you a real-time overview of your messaging activity, social media performance, and lead pipeline across all channels — all in one place.
2. You land on the Dashboard automatically
3. Capture the full page showing the tab bar and overview cards
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static/img/screenshots/dashboard/dashboard-overview.pngDashboard Tabs
The dashboard is organized into five tabs:
| Tab | What it shows |
|---|---|
| Overview | Cross-channel summary — WhatsApp, Facebook, and Instagram side by side |
| WhatsApp messaging analytics, chat notifications, and template performance | |
| Facebook messaging analytics and post/engagement analytics | |
| Instagram messaging analytics and post/engagement analytics | |
| Leads | Lead pipeline, conversion tracking, follow-ups, and agent response times |
Filters
Click the filter icon (funnel) in the header to expand the filter panel. Filters apply across all tabs.
| Filter | Description |
|---|---|
| Date Range | Select a start and end date. Defaults to the last 30 days |
| Agents | Filter by one or more agents (not visible if you are an agent — you only see your own data) |
| Broadcast | Filter by a specific broadcast campaign |
Click Apply to refresh the dashboard with your filters, or Reset to clear all filters.
2. Expand all filter dropdowns
3. Capture the filter panel with date range, agents, and broadcast filters visible
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static/img/screenshots/dashboard/dashboard-filters.pngOverview Tab
The Overview tab gives you a cross-channel snapshot of all your messaging and social activity.
Channel KPI Cards
Three cards at the top, one per channel:
| Card | Border color | Metrics shown |
|---|---|---|
| Green | Messages count, Leads count, Converted leads count | |
| Blue | Messages count, Leads count, Converted leads count, Engagement count | |
| Pink | Messages count, Leads count, Converted leads count, Engagement count |
If one channel outperforms the others, it displays a "Best Channel" badge.
Channel Message Trends
A line chart showing message volume trends across all three channels:
| Line | Color | What it tracks |
|---|---|---|
| Green (#25D366) | WhatsApp message volume over time | |
| Blue (#1877F2) | Facebook Messenger message volume | |
| Pink (#E1306C) | Instagram DM message volume |
Use the Day / Week / Month toggle buttons to change the grouping.
Post Summary Cards
Five cards summarizing social media post performance across Facebook and Instagram combined:
| Card | Color | What it shows |
|---|---|---|
| Total Posts | Blue | Combined post count with per-channel breakdown |
| Total Likes | Red | Combined likes with per-channel breakdown |
| Total Comments | Blue | Combined comments with per-channel breakdown |
| Total Shares | Green | Combined shares with per-channel breakdown |
| Total Engagement | Purple | Combined engagement with per-channel breakdown |
Post Engagement Trends
A line chart showing engagement trends over time with separate lines for Facebook and Instagram. Use the Day / Week / Month toggle to change the grouping.
WhatsApp Tab
The WhatsApp tab shows detailed analytics for your WhatsApp messaging activity.
Message Summary Cards
Six cards at the top show your key WhatsApp messaging metrics:
| Card | Color | What it shows |
|---|---|---|
| Total Sent | Blue | Total number of template messages sent |
| Delivery Rate | Green | Percentage of messages successfully delivered, with delivered count |
| Read Rate | Orange | Percentage of delivered messages that were read, with read count |
| Reply Rate | Purple | Percentage of messages that received a reply, with reply count |
| Failed Messages | Red | Number of net failures (excludes successful retries) |
| Retry Success | Yellow | Percentage of retried messages that were delivered successfully |
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static/img/screenshots/dashboard/messages-summary-cards.pngImportant Chat Notifications
Eight notification cards highlight items that need your attention:
| Notification | Color | What it means |
|---|---|---|
| Chats Needing Reply | Red | Customer messages waiting for a response (urgent) |
| Nearing Expiry | Orange | Chats where the 24-hour messaging window has less than 3 hours remaining |
| Unread Messages | Indigo | Customer messages you haven't read yet |
| FEP Expiring | Yellow | Free Entry Point 72-hour windows with less than 24 hours remaining |
| FEP Active | Blue | Contacts with active 72-hour free messaging windows |
| FEP Unlock | Purple | Contacts who sent you a message — reply to unlock 72 hours of free messaging |
| Unassigned Leads | Amber | Leads that haven't been assigned to an agent yet |
| Active Conversations | Green | Conversations with activity in the last 24 hours |
FEP (Free Entry Point) windows are 72-hour periods where you can message a contact for free after they initiate contact through an ad or other entry point. Keep an eye on the FEP cards to take advantage of free messaging opportunities.
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static/img/screenshots/dashboard/chat-notifications.pngMessage Trends Chart
A line chart showing your WhatsApp messaging volume over time with five data series:
| Line | Color | What it tracks |
|---|---|---|
| Total | Blue | All messages |
| Inbound | Green | Messages received from customers |
| Outbound | Orange | Messages sent to customers |
| Failed | Red | Net failed messages |
| Retry Success | Yellow | Successfully retried messages |
Use the Day / Week / Month toggle to change the grouping. Hover over any point to see the exact count.
Message Type and Sent Mode Distribution
Two donut charts side by side:
| Chart | What it shows |
|---|---|
| Message Type Distribution | Breakdown by message type — Text, Image, Video, Document, etc. |
| Sent Mode Distribution | Breakdown by how messages were sent — API, Agent, Campaign, AI, System |
Performance Metrics
Three cards showing how quickly messages are being processed:
| Metric | Color | Description |
|---|---|---|
| Average Delivery Time | Blue | Time from sent to delivered |
| Average Read Time | Orange | Time from delivered to read |
| Average Response Time | Green / Purple | Two metrics: Agent response time (how fast your team replies) and Customer response time (how fast customers reply) |
Template Performance Table
A detailed table showing how each WhatsApp template is performing:
| Column | Description |
|---|---|
| Template Name | Name of the template |
| Sent | Number of times sent |
| Delivered | Number delivered |
| Delivery % | Delivery rate — green (90%+), orange (70–89%), red (below 70%) |
| Read | Number read |
| Read % | Read rate — green (70%+), orange (40–69%), red (below 40%) |
| Failed | Number of net failures |
| Retry % | Retry success rate — green (70%+), orange (40–69%), red (below 40%) |
| Avg Delivery | Average delivery time |
| Last Used | When the template was last sent |
2. Capture the table showing several templates with their metrics
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static/img/screenshots/dashboard/template-performance.pngFacebook Tab
The Facebook tab has a Messages / Posts toggle to switch between messaging analytics and post analytics. If you have multiple Facebook Pages connected, a page selector dropdown appears to filter by page.
Facebook Messages View
Shows the same messaging analytics structure as WhatsApp:
| Section | What it shows |
|---|---|
| Summary Cards (5) | Total Sent, Delivery Rate, Read Rate, Reply Rate, Failed Messages |
| Message Trends | Line chart with Day/Week/Month toggle |
| Message Type Distribution | Donut chart of message types |
| Sent Mode Distribution | Donut chart of sending modes |
| Performance Metrics (3) | Avg Delivery Time, Avg Read Time, Avg Response Time |
Facebook Posts View
Social media analytics for your Facebook posts:
Post Summary Cards (4)
| Card | Color | What it shows |
|---|---|---|
| Total Posts | Blue | Number of posts in the selected period |
| Total Engagement | Green | Combined likes, comments, and shares |
| Avg Engagement/Post | Orange | Average engagement per post |
| Response Rate | Purple | Percentage of comments you've replied to |
Engagement Over Time
A line chart showing engagement trends with three data series:
| Line | Color | What it tracks |
|---|---|---|
| Likes | Red | Like count over time |
| Comments | Blue | Comment count over time |
| Shares | Green | Share count over time |
Use the Day / Week / Month toggle to change the grouping.
Post Type Performance and Content Format
Two charts side by side:
| Chart | Type | What it shows |
|---|---|---|
| Post Type Performance | Bar chart | Engagement breakdown by post type (photo, video, link, etc.) |
| Content Format | Donut chart | Percentage breakdown by media type |
Top Posts Table
A table of your top-performing posts ranked by total engagement:
| Column | Description |
|---|---|
| Post | Thumbnail and caption preview |
| Type | Post type (photo, video, link, etc.) |
| Likes | Number of likes |
| Comments | Number of comments |
| Shares | Number of shares |
| Total Engagement | Combined engagement count |
| Posted Date | When the post was published |
| Link | Opens the post on Facebook in a new tab |
Best Time to Post
A heatmap chart showing when your posts get the most engagement:
- Rows: Days of the week (Monday–Sunday)
- Columns: Hours of the day (0–23)
- Color intensity: Average engagement at that time slot
This helps you identify the best days and times to schedule future posts for maximum reach.
Comment Response Stats (3 Cards)
| Card | Color | What it shows |
|---|---|---|
| Response Rate | Green | Percentage of comments replied to, with total and replied counts |
| Replied Threads | Blue | Number of comment threads you've responded to |
| Unreplied Threads | Red | Number of comment threads still awaiting a response |
Instagram Tab
The Instagram tab has the same structure as the Facebook tab — a Messages/Posts toggle with a page selector for multiple Instagram accounts.
Instagram Messages View
Same messaging analytics as Facebook Messages (summary cards, trends, distributions, performance metrics).
Instagram Posts View
Same post analytics as Facebook Posts:
- Post Summary Cards (4)
- Engagement Over Time chart
- Post Type Performance and Content Format charts
- Top Posts table
- Best Time to Post heatmap
- Comment Response Stats (3 cards)
The Instagram tab shows analytics for your connected Instagram Business or Creator accounts. Make sure your Instagram account is connected through Channel Configuration.
Leads Tab
The Leads tab shows your lead pipeline and team performance. It includes additional filters:
| Filter | Description |
|---|---|
| Channel | Toggle buttons: All Channels, WhatsApp, Facebook, Instagram |
| Page | Dropdown to filter by specific Facebook/Instagram page (shown when Facebook or Instagram is selected) |
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static/img/screenshots/dashboard/leads-view.pngLead Summary Cards (4)
| Card | Color | What it shows |
|---|---|---|
| Total Leads | Blue | Total number of leads, with active leads count below |
| Active Leads | Orange | Leads currently being worked on, with in-progress count |
| Converted Leads | Green | Leads successfully converted, with closed count |
| Closed Leads | Gray | Total closed leads, with lost leads count |
Pie Charts (2)
| Chart | What it shows |
|---|---|
| Active vs. Closed | Donut chart — proportion of active leads (orange) to closed leads (gray) |
| Converted vs. Lost | Donut chart — among closed leads, converted (green) vs. lost (red) |
Monthly Comparison Chart
A line chart comparing the last 6 months of lead activity:
| Line | Color | What it tracks |
|---|---|---|
| Total Leads | Blue | Total leads created per month |
| Active Leads | Orange | Active leads per month |
| Converted Leads | Green | Converted leads per month |
This helps you spot trends — are leads growing month over month? Is your conversion rate improving?
Average Response Time (4 Metrics)
| Metric | Color | Description |
|---|---|---|
| Avg First Response | Blue | How long it takes to make first contact with a new lead |
| Avg Resolution Time | Green | How long it takes to close a lead |
| Fastest Response | Emerald | Your quickest first response time |
| Slowest Response | Orange | Your longest first response time |
Follow-ups Schedule
A scrollable list showing upcoming follow-ups with a Today / Tomorrow toggle:
| Column | Description |
|---|---|
| Lead name | Who to follow up with |
| Submitted date | When the lead was created |
| Assigned agent | Who is responsible |
If there are no follow-ups, the message "There are no follow ups!" is displayed.
2. Toggle between Today and Tomorrow
3. Capture the follow-ups list showing several entries
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static/img/screenshots/dashboard/follow-ups-schedule.pngStatus Breakdown
A grid of color-coded cards showing how many leads are in each status (e.g., Open, Pending, Resolved, Converted, Rejected, Lost, Yet to Start, Ongoing). Each card shows:
- The status name
- The lead count in large font
- A color matching the status used throughout EzPulze
Cards are sorted by count — the statuses with the most leads appear first.
Tips
- Check the dashboard daily — The WhatsApp notification cards highlight items that need immediate attention, like chats nearing expiry and unassigned leads
- Use the Overview tab for a quick health check — The channel KPI cards and post summary let you see all channels at a glance
- Use filters to focus — Filter by date range, agent, or broadcast to drill down into specific performance periods
- Monitor delivery rates — If a template's delivery rate drops below 90%, check the template content and recipient quality
- Track response times — Fast first responses lead to higher conversion rates. Use the response time cards to benchmark your team
- Compare months — The monthly comparison chart in the Leads tab helps you see if your lead pipeline is growing
- Check Best Time to Post — Use the heatmap on Facebook and Instagram tabs to schedule posts when your audience is most active
- Monitor comment responses — The Comment Response Stats cards help ensure your team is replying to social media comments