Dashboard
The Dashboard is the first page you see when you log in to Infynia, and it sits at the top of the side menu. It’s read-only: it’s there to track your results, not to make changes.
Infynia automatically shows one of two versions of the Dashboard, based on your account type:
- Stores (sales recovery) — how much Infynia recovered and how recovery is performing.
- CRM-mode accounts — an overview of your sales pipeline.
For stores (sales recovery)
Section titled “For stores (sales recovery)”This version answers one simple question: how much money did Infynia bring back? It has two tabs:
- Overview — the recovered value and how recovery has been performing over time.
- Checkouts — the journey of each checkout received, from start to payment, and the upcoming scheduled sends.
Overview tab
Section titled “Overview tab”Filters
Section titled “Filters”At the top of the page you adjust what the numbers show:
| Filter | What it does |
|---|---|
| Date range | Sets the date interval. It defaults to the last 30 days. You can’t pick a date later than yesterday. |
| Recovery type | All, Abandoned Cart, Credit Card, PIX, or Unknown Payment. |
| Interaction | All, AI Only, or Human Assisted. |
Notices at the top
Section titled “Notices at the top”Right below the filters you may see:
- A WhatsApp Health card, with a summary of your number’s quality and a View details button. See WhatsApp Health.
- The Next best action strip, with the most important suggestion for your store right now — for example, connecting WhatsApp, turning recovery on, or activating the AI agent — and a button that takes you straight to the right place. Use Later to snooze the suggestion or the X to dismiss it. When there are more suggestions, the strip shows how many are left.
Each card has a ”?” icon with a quick explanation when you hover over it.
- Cost per Recovery — how much, on average, you spent to win each customer back.
- Return on investment (ROI) — how many times your investment came back, shown as “3.2x”.
- Recovered Revenue — the total value recovered, the number of sales, and its share of the store’s total revenue.
- Recovery rate — the percentage of contacted carts that were recovered.
- Average Ticket — the average value of recovered sales.
- Response rate — the percentage of contacted customers who replied or engaged.
Campaign Dispatches
Section titled “Campaign Dispatches”If your plan includes Broadcasts, a Campaign Dispatches section shows the results of your bulk sends in the period:
- Revenue — the revenue attributed to sales that came from broadcasts.
- Cost per Conversion — how much you spent, on average, per broadcast sale (WhatsApp cost plus Infynia’s fee).
- ROI — the return of your broadcasts over what you spent.
- Dispatches — how many broadcasts were sent and how many messages were delivered.
Charts
Section titled “Charts”- Temporal Evolution — a timeline of the recovered revenue and the number of recoveries (and, if you use Broadcasts, campaign revenue). You can toggle between Daily, Weekly, and Monthly views.
- Reasons for abandonment — ranked bars showing each reason and its percentage, from most common to least common.
When there’s no data yet
Section titled “When there’s no data yet”If no recovery happened in the selected period, the Dashboard shows a message instead of numbers. As soon as the first recoveries come in, the cards and charts start filling up.
Checkouts tab
Section titled “Checkouts tab”The Checkouts tab shows what happened to each checkout your store sent to Infynia and what’s still going to happen. It has its own Date range filter.
- At the top — how much was Recovered in period, the Recovery rate, and the Avg. time to recover.
- Right now — whether Recovery is active and sending, how many Carts received came in over the last 30 days, the Upcoming sends in the next 24 hours, and the Follow-ups queued.
- Checkout Funnel — how many checkouts were Received, Abandoned, Contacted, Replied, and Recovered, with the conversion from one stage to the next. Click a stage to filter the list below.
- Daily trend — checkouts received and recovered, day by day.
- List — use Queue to see the upcoming scheduled sends or All to see the checkouts in the period. Open What each stage means to see the color legend.
Click a checkout to open its lifecycle: when it started, each message scheduled, sent, or not delivered, the replies, the follow-ups, and the final outcome (paid, recovered, canceled, or not recovered).
How each stage is counted
Section titled “How each stage is counted”| Stage | When it shows |
|---|---|
| Contacted | Infynia’s message reached the customer. |
| Not delivered | Infynia tried to reach the customer, but WhatsApp didn’t deliver the message. Open the checkout to see why. |
| Replied | The customer replied to Infynia’s message. |
| Recovered | The customer completed the purchase after the contact. |
A message WhatsApp refused does not count as a contact. The list shows the checkouts recovery could act on — orders paid straight away, with no abandonment, aren’t included.
For CRM-mode accounts
Section titled “For CRM-mode accounts”This version shows an overview of your sales pipeline: how your deals are moving and where the open value is.
Filters
Section titled “Filters”The Date range defaults to the first day of the current month through today. You can change it to any interval you need.
There are seven tiles:
- Pipeline value — the total value in open deals, with the deal count and the change versus the previous period.
- Win rate — the percentage of deals you close as won, with the number of won and lost deals.
- Deals won — how many deals you won and the matching revenue.
- Avg sales cycle — how many days, on average, a deal takes from open to won.
- New deals — how many deals entered the pipeline in the period.
- Response rate — the percentage of customer messages that got a reply (from the AI or your team) within 5 minutes.
- Velocity — how many deals moved to Won in the period. Helps you track your closing pace over time.
Charts
Section titled “Charts”- Pipeline by stage — how much value sits in each pipeline stage.
- Won deals — how many deals you closed in the last 14 days and their revenue.
- Lost reasons — why deals were lost, ranked.
- Pipeline aging — open deals bucketed by time since their last activity, with an “at-risk” callout for the most idle ones.
Pipeline pace and performance
Section titled “Pipeline pace and performance”Further down the Dashboard, a second block helps you understand how deals move through the pipeline, not just what they’re worth:
- Time in stage — the average time deals sit in each stage before moving on. A stage with a much higher time than the others usually points to a bottleneck in your sales process.
- Stage-to-stage conversion — how many deals advanced from one stage to the next in the period, showing where the pipeline loses the most deals.
- Revenue at close — the revenue from won deals, split by currency (each deal’s value is locked in at the moment it closes, so this revenue doesn’t change if the deal is edited afterward).
- Source cut — where the changes to deals in the period came from: the inbox, the Pipeline board, an import, an automation, or the AI, for example.
When no stages are configured
Section titled “When no stages are configured”If you haven’t set up your pipeline stages yet, the Dashboard tells you to set them up first. See sales pipeline to get started.