Dashboard
Dashboard
Total Leads
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All time
New Leads
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Awaiting contact
Converted
—
Paying clients
Active Agents
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On your team
Total Revenue
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Approved deposits
📊 Meta Ads Performance
Connect your Meta Ad Account to see live metrics.
Impressions
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Clicks
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Cost per Lead
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Ad Spend
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ROAS
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Ad Account: act_1024848662493589
All Leads
| Name | Phone | Source / Campaign | Status | Assigned To | Added | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Add Lead
Conversations
💬
Select a conversation
Click on a lead to view their messages
Team / Agents
To add a new agent: go to your Supabase Dashboard →
Authentication → Users → Add User.
Enter the agent's email + a temporary password. Leave User Metadata as
Share the CRM URL + credentials with them. They appear here once they sign in.
Enter the agent's email + a temporary password. Leave User Metadata as
{}
(defaults to Agent role).Share the CRM URL + credentials with them. They appear here once they sign in.
| Name | Role | Joined | Actions | |
|---|---|---|---|---|
| Loading… | ||||
Round-Robin Assignment
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Meta Integration
⚠️ These fields are placeholders.
Meta Lead Ads and WhatsApp webhook processing run via a Supabase Edge Function.
Settings are saved to the
Meta Lead Ads and WhatsApp webhook processing run via a Supabase Edge Function.
Settings are saved to the
settings table for reference.
Meta Lead Ads
WhatsApp Webhook
Setup instructions:
1. Copy the Webhook URL below and paste it into
Meta Developer App → WhatsApp → Configuration → Webhook URL
2. Set a Verify Token (any secret string), save it here, then paste the same value into Meta.
3. After saving, deploy the Edge Function:
4. Set
Supabase Dashboard → Settings → Edge Functions → Manage secrets
1. Copy the Webhook URL below and paste it into
Meta Developer App → WhatsApp → Configuration → Webhook URL
2. Set a Verify Token (any secret string), save it here, then paste the same value into Meta.
3. After saving, deploy the Edge Function:
supabase functions deploy whatsapp-webhook --no-verify-jwt4. Set
WHATSAPP_VERIFY_TOKEN + SUPABASE_SERVICE_ROLE_KEY as secrets inSupabase Dashboard → Settings → Edge Functions → Manage secrets
Automation
⚡ Automation rules trigger actions when events occur.
Sending via WhatsApp, Twilio (SMS) or SendGrid (email) requires API credentials — rules are stored and fired to console until those are configured. Use {{name}}, {{phone}}, {{status}} as template variables.
Sending via WhatsApp, Twilio (SMS) or SendGrid (email) requires API credentials — rules are stored and fired to console until those are configured. Use {{name}}, {{phone}}, {{status}} as template variables.
⚡ Active Rules
| Rule Name | Trigger | Action | Active | |
|---|---|---|---|---|
| No rules yet. Create one below. | ||||
Create Rule
Reports
Total Leads
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All time
Conversion Rate
—
Leads → Clients
Active Clients
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Converted leads
Total Revenue
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Approved deposits
Agent Performance
| Agent | Leads Assigned | Converted | Conversion % | Revenue Generated |
|---|---|---|---|---|
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Lead Source Breakdown
Monthly Trend — New Leads (Last 6 Months)
Financial Summary
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Landing Pages
Badar Trader Hub
https://preview--profit-path-crm.lovable.app/
💡 This is your lead capture landing page. Share this link in your Meta ads.
＋
Add New Landing Page
Connect additional landing pages or funnels here.
Communication Log
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Payroll Calculator
Salary Setup
| Agent Name | Base Salary ($/month) | Commission % |
|---|---|---|
| Loading agents… | ||
Meta Ads
📅 Connect your Meta Ad Account to see live campaign data.
Total Spend
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Ad account not linked
Impressions
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Connect to see data
Clicks
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CTR --
Cost per Lead
--
Leads --
ROAS
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Revenue --
Campaigns
📊
No campaigns connected
Add your Meta Access Token in to see live campaign data here.
Ad Account: act_1024848662493589
Notifications
🔔 Notification Settings
Choose how your team members are notified when a new lead is assigned to them.
Notification Channel
⚠️ Pending decision: Awaiting confirmation on notification method before this is activated. Configure your WhatsApp number in
first.