4.1 Reading the dashboard

🖥️ Screen — Admin panel

Olá, Maria                                   [ ⃝? Como funciona ]
Painel operacional             [ Hoje | Ontem | 7d | 30 | 90 ]
┌ Funil: Cliques → Leads → % conversa → Ganhos ┐
┌ Ranking operadores ┐  ┌ Saúde do time ──┐
│ 1º Ana · conv 42%  │  │ Parados: 3 · ...│
└────────────────────┘  └─────────────────┘
┌ Métricas por campanha (lifetime) ───────────┐
│ Camp | Leads | CPL | Receita | ROAS [custo▼] │
│ Promo Verão | 12 | R$166,67 | R$3.200 | 1,50 │
└──────────────────────────────────────────────┘

The period filter affects the funnel, the ranking, and team health. The per-campaign metrics are lifetime (cumulative) — they do not change with the filter. The “Como funciona” button explains each block with the formulas.

4.2 ⚠️ “Why two different conversion rates?”

They are two distinct measures: the funnel win rate (wins ÷ leads, the whole operation) and the ranking conversion (per operator, only over the leads they handled). Different bases → different numbers. It’s not a bug.

4.3 Lead list

🖥️ Screen — Lead list (with filters)

Leads                     [ Próximo Lead ] [ ▦ Board ] [ + Criar lead ]
[ 🔍 Buscar ] [ Estágio: Todos ▾ ] [ Atribuição: ▾ ]
┌──────────────────────────────────────────────────────────────┐
│ Nome   │ Contato           │ Estágio │ Resultado │ Atribuído  │
│ Maria S│ +55(11)9xxxx-xxxx │ ●Novo   │    —      │ [Sem dono] │
│ João P │ +55(21)9xxxx-xxxx │ ⏱Em at. │    —      │ Op. Ana    │
│ Carlos │ +55(31)9xxxx-xxxx │ ✔Encerr.│ 🏆Ganho   │ Op. Bruno  │
└──────────────────────────────────────────────────────────────┘
 « Anterior   1–30 de N   Próxima »

Filters: Estágio (stage), Resultado (outcome — only when filtering Encerrados/closed: Won/Lost/Discarded), Atribuição (assignment — Mine + ownerless / All / Assigned to me / No attribution). The search waits 300ms and the “Criado” (created) column sorts.

4.4 Board (kanban) — admin only

🖥️ Screen — Board

Board de leads                                          [ Ver lista ]
⚠ Mostrando 200 de 1.250 leads (os mais recentes). Use a lista…
┌ Novos (3) ┐ ┌ Em atend.(2) ┐ ┌ Agendados(1)┐ ┌ Encerrados(4) ┐
│ Maria S   │ │ João P       │ │ Ana L       │ │ Carlos 🏆R$1.2k│
│ Camp:Verão│ │ Camp:Black   │ │ Camp:Orgân. │ │ (terminal)    │
└───────────┘ └──────────────┘ └─────────────┘ └───────────────┘

One column per stage, one card per person. Dragging moves the stage (to Agendados opens “Agendar retorno”; to Encerrados opens “Marcar resultado”). Encerrados (closed) cards don’t come back by dragging.

4.5 ⚠️ “The board shows 200 of N”

The board loads the ~200 most recent ones to stay light. To find a lead beyond that, use the list (it has search and filters).

4.6 Operators

🖥️ Screen — Operators

Operadores                                  [ + Convidar operador ]
[ Status: Todos ▾ ]                         3 de 5 operadores
┌──────────────────────────────────────────────────────────┐
│ Nome      | E-mail       | Status      | Ações            │
│ Ana Souza | ana@ex.com   | Disponível  | ⋯ editar / blo-  │
│ João Lima | joao@ex.com  | Ausente     |   quear / redef. │
│ Beto      | beto@ex.com  | Convite…    |   senha / excluir│
└──────────────────────────────────────────────────────────┘

✅ Convidar (invite — sends the email), Editar (edit), Bloquear/Desbloquear (block/unblock), Redefinir senha (reset password — generates a temporary one), Excluir (delete). 💡 The status filter hides blocked operators and pending invitations by default — switch it to “Todos” (All) if someone’s missing.

⚠️ Before blocking an operator, reassign or disable their links. Blocking does not turn off the tracking links — they keep sending leads to the WhatsApp of the person you turned off. See §11 item 5.

4.7 ⚠️ Excluir × Eliminar dados do titular (LGPD)

In the lead detail’s ⋯ menu there are two different red actions — don’t confuse them:

  • Excluir (delete) — only removes it from the list. The personal data stays in the database. It’s for clearing the queue, not for fulfilling a deletion request.
  • Eliminar dados do titular (erase the data subject’s data) — really erases it (anonymizes name, phone, and email, irreversibly), preserves the anonymous sale values, and logs the action. This is the one that fulfills the LGPD right to deletion (§9.3).