Read the Dashboard

Interpret expected revenue, invoiced, received, due, leads and expiries.

Before you begin

Use Google Chrome, keep the supported WhatsApp or Messenger page open, and make a backup before replacing an existing installation.

Steps

Interpret expected revenue, invoiced, received, due, leads and expiries. Save changes after completing each section and refresh the active social platform once when required.

Data safety

Do not load old and new unpacked versions simultaneously. Keep client CRM data in the company-owned Sheet and keep commercial licensing metadata separate.

Troubleshooting

If the panel does not detect the active conversation, refresh the supported page, reopen the conversation and press the extension icon again.