See leads, funnels and results in one place, live.
Dashboards pull data from your automations and ad accounts and show it by campaign, salesperson and stage. Access is password protected and role based.
How it runs
- Collect
- Normalise
- Store
- Calculate
- Show
- Send
- Sources
- Ad accounts, sheets and your CRM
- Views
- Leads, funnel, advertising and business insight
- Access
- Password protected, with roles
- Hosting
- A subdomain of your choice
What it does
Every capability below is configured for your business and runs without manual effort.
Ads reporting pipeline
Advertising data is normalised into one sheet and shown on a dashboard.
Real estate sales dashboard
A multi-tenant dashboard for agencies with Dashboard, Leads, Lead Details, Marketing, Sales and Settings sections.
Roles
Agency admin, manager and salesperson views.
Lead funnel
Counts by stage, from new to booked or lost.
Campaign attribution
Cost and bookings tied back to the campaign that produced them.
Competitor view
The War Room dashboard shows competitor changes.
Custom sales CRM
Leads, activities, follow-ups, an admin dashboard and work monitoring for sales teams.
Scheduled summaries
Daily and weekly digests by chat or email.
How it runs
From the first trigger to the finished action.
Collect
Ad accounts and automation logs.
Normalise
One structure across sources.
Store
In a simple sheet or a database.
Calculate
Funnel and cost metrics.
Show
A dashboard with roles.
Send
Scheduled digests.
Where it is used
Industry systems built around this product.
Fits into what you already use
- Ad accounts
- Spreadsheets
- Your CRM
- Databases
- Scheduled digests
Questions
Where is the dashboard hosted?
On a subdomain of your choice, for example dashboard.yourcompany.com.
Who can see it?
People you invite, with password protection and roles.
Guides on this topic
Short, practical reading on the same problem.
Add Dashboards and Reporting to your business.
Book a free automation audit. We will scope it against your channels, tools and process.
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