Dashboards that show you what actually matters
Three purpose-built dashboards included on every plan. Plus custom drag-and-drop dashboards on Platinum, so you can build exactly what your business needs.
The full picture of your sales performance
Every metric from pipeline health to per-team-member performance, broken down by offer, by funnel stage, by time period — and by anything else that matters to your business.
Sales stats overview
KPI cards for total revenue, cash collected, deal counts, and conversion metrics at a glance.
Funnel progress & conversion
Visualize contacts at each funnel stage, conversion rates between stages, and trends over time.
Per-team-member breakdown
See how each team member performs across sales metrics. Reward top performers, coach where needed.
Upsell revenue tracking
Separate upsell revenue over time, top upsell offers, and upsell KPI breakdowns to optimize expansion.
Sales Dashboard
Sales stats overview
KPI cards for total revenue, cash collected, deal counts, and conversion metrics at a glance.
Sales Dashboard
Funnel progress & conversion
Visualize contacts at each funnel stage, conversion rates between stages, and trends over time.
Complete financial clarity in one view
Cash collected, expenses, profit, margins, receivables, and tax obligations — all calculated from your real data and presented with context.
Cash collected over time
Track actual cash inflow, not just committed revenue. Critical for cash flow planning.
Expenses by category
Doughnut charts showing expense breakdown across 14 categories. See where your money goes.
Profit & margin tracking
Revenue minus expenses over time, with profit margin percentages. Know your real profitability.
Detailed metrics section
Cash collection rate, receivables, cash per day, expense ratio, gross margin, net margin, tax due, team expense share, and inputs that feed planning projections.
Financial Dashboard
Cash collected over time
Track actual cash inflow, not just committed revenue. Critical for cash flow planning.
Financial Dashboard
Expenses by category
Doughnut charts showing expense breakdown across 14 categories. See where your money goes.
Know which channels actually drive revenue
Compare paid vs. organic, track ROAS, identify your highest-converting and highest-LTV sources. Stop guessing where to invest.
Revenue per channel
Doughnut and line charts showing revenue per ad platform and per organic source. See what drives growth.
Paid ads funnel & ROAS
Full paid advertising funnel from ad spend to ad revenue to cash collected. ROAS, cash ROAS, and ad CPA calculated automatically.
Source breakdown table
Leads, bookings, customers, close rate, timing metrics, revenue, cash, cash percentage, and LTV — per source.
Best converting & highest LTV
Auto-surfaces the best converting source and highest LTV source so you know where to double down.
Sources Dashboard
Revenue per channel
Doughnut and line charts showing revenue per ad platform and per organic source. See what drives growth.
Sources Dashboard
Paid ads funnel & ROAS
Full paid advertising funnel from ad spend to ad revenue to cash collected. ROAS, cash ROAS, and ad CPA calculated automatically.
Build custom dashboards your way
Drag-and-drop dashboard builder with up to 100 widgets per dashboard. Combine stats, insights, and categories exactly how your team thinks about performance.
Drag-and-drop builder
Arrange stats, insights, and categories with an intuitive drag interface. Reorder anytime, save or discard changes.
Up to 100 widgets
Combine up to 50 stats and 50 insights per dashboard. Organize them into categories that make sense for your team.
Configurable widths
Stats grids with configurable column widths. Insight sidebars on left, right, or both. Your layout, your rules.
Dashboard questions, answered
Clear answers for the teams comparing tools, tightening operations, or deciding how to roll out better reporting.
All three built-in dashboards (Sales, Financial, and Sources) are available on every plan — Silver, Gold, and Platinum. Custom drag-and-drop dashboards are exclusive to Platinum.
Yes. Every dashboard has a period selector at the top. Choose from Last 7 days, 30 days, 3/6/12 months, and more. The filter applies to every widget on the dashboard.
Platinum users can create unlimited custom dashboards, each with up to 50 stat widgets and 50 insight widgets (100 total per dashboard).
Dashboards reflect your latest submitted data. Today is excluded by default so you always see complete days of data — no misleading partial numbers.
Yes. Rename dashboards at any time (the URL updates automatically). Delete unused dashboards without losing any underlying data — the data remains, only the layout is removed.
Ready to take control of your business?
Start your 7-day free trial today and see how much clearer your operating rhythm can feel.
Trial
7 days
Setup
Live in under an hour
Dashboards
Included on every plan
Launch checklist
Start with the essentials
Start with the plan that fits your team today, then scale up only when you need more seats or custom dashboard flexibility.