Sales dashboard
See every opportunity clearly in your Formlyy dashboard
Track conversations, leads, statuses, and performance from one dashboard built to show what happens between the first WhatsApp message and a qualified appointment.
You cannot manage a funnel you cannot see clearly
When leads come from multiple sources, information quickly spreads across WhatsApp conversations, emails, scheduled follow-ups, statuses, notes, booked meetings, and urgent requests. The Formlyy dashboard brings that activity into one readable place.
It is not designed to replace your CRM. It is designed to give you a clear view of how your Formlyy Agent is handling leads, which conversations are active, and which opportunities deserve attention.
You can find information on a prospect quickly, understand where the lead sits in the pipeline, and measure the performance of your post-form lead journey.
Inbox view
Centralize conversations from every channel
The inbox view brings together the conversations and actions attached to each lead: WhatsApp, email, scheduled follow-ups, and AI-managed exchanges.
You can inspect a conversation without jumping between tools. A salesperson, growth lead, or founder can see what was asked, what was answered, and what should happen next.
That matters as volume grows. You no longer rely on memory, spreadsheets, or messages buried inside separate channels.
Lead profile
Find the summary, lead details, and sales signals that matter
For each lead, the dashboard can show the conversation summary, phone number, name, company, pain points, goals, questions asked, and useful qualification details.
The goal is simple: when you need information before a call, a follow-up, or a human handoff, you should find it fast.
Your Formlyy Agent handles the conversation, but your team keeps the sales reading: why the lead matters, what they want to solve, and what needs to happen next.
Kanban view
Sort leads by status and see your pipeline move
The Kanban view lets you organize opportunities by status: new lead, conversation in progress, qualified, meeting booked, follow-up needed, or not relevant.
You can instantly see where prospects are stuck and where sales needs to step in.
This gives you an operational view of the funnel. It does not only show how many leads enter. It shows how many are actually moving toward a sales opportunity.
Funnel metrics
Analyze your Formlyy Agent performance and the true potential of your funnel
The dashboard helps you track what happens after acquisition: open rate, reply rate, qualification rate, appointment rate, and opportunity progression.
These metrics show where the funnel creates or loses value. Do leads open? Do they reply? Do they qualify? Do they book? Where should the Formlyy Agent be improved?
You manage your Formlyy Agent like a real sales layer, not like a black box sitting behind your forms.
CRM
The dashboard gives visibility. Your CRM remains the source of truth
The Formlyy dashboard is built to follow conversations, understand opportunities, and analyze Formlyy Agent performance. But for a structured sales team, nothing replaces the CRM used every day.
That is why you can also synchronize your Formlyy Agent with your CRM so statuses, summaries, notes, and sales details flow into the tool your reps already use.
Formlyy becomes the processing and visibility layer. Your CRM keeps long-term tracking, sales history, and the team’s source of truth.
Formlyy dashboard use cases
The dashboard becomes useful as soon as you need to find a conversation, understand a status, or measure post-form performance.
Growth lead
See whether leads are actually moving forward
Track open, reply, qualification, and appointment rates to understand what happens after the click.
Sales team
Recover context before making the call
Summary, pain point, goal, questions, and lead status are visible before a human handoff or meeting.
SMB founder
Keep a simple view of the pipeline
The Kanban view makes opportunities readable without asking every rep where each prospect stands.
Lead gen agency
Show more than lead volume
The dashboard helps prove handling quality: replies, qualifications, booked appointments, and usable statuses.
Keep control in real time
Activate the features that accelerate sales response.
Closing-ready qualification
Formlyy optimizes every handoff between automated qualification and human intervention so your reps receive only high-value opportunities.
CRM synchronization
Connect Formlyy to your CRM so every WhatsApp conversation updates lead statuses, notes, and sales context in real time. Your team keeps the CRM it already uses. The Formlyy Agent handles the data work.
24/7 AI Sales Assistant
An AI that instantly replies to visitors, gathers key information and drives them to booking a meeting. While you sleep, it works.