Function
Your most important numbers in one screen
Leads, appointments, revenue and tasks - see how your business is doing in 10 seconds.
You know in 10 seconds how your business is doing. And you can make adjustments based on facts instead of feelings.
Everything in one place
One screen, everything you need to know
The dashboard is the first thing you see when you log in. How many new leads do you have? How many appointments are scheduled? What is your revenue this month? What tasks are open?
- Real-time numbers: All data is updated live - no manual exports required.
- Customizable: Choose which widgets you want to see. From lead statistics to ad results.
- Trends: See how your numbers develop over time so you can make adjustments.
Customized for your business
Choose which figures you want to see
Each type of business has different KPIs. A coach wants to see appointments and revenue, a consultant wants open quotes and pipeline value. Customize your dashboard with the widgets that are most important to you.
- Lead widget: New leads this week, source, and status.
- Turnover widget: Turnover this month vs. last month.
- Calendar widget: Upcoming appointments today and this week.
- Ads widget: Facebook and Google Ads performance alongside your CRM data.
Dashboard
- Overview of leads, appointments and revenue
- Open tasks and to-do's
- Advertising results from Facebook and Google
- Customizable with widgets to suit your needs
Frequently Asked Questions
Can I customize the dashboard?
Yes, we set up your dashboard with the most important metrics for your type of business. Later you can customize it yourself.
Will the dashboard be set up for me?
Yes, you can add, remove and rearrange widgets. That way you see exactly the information that is most important to you.
