Overview

Monday, September 22 · Your business at a glance

One Dashboard

Stop juggling email, SMS, scheduling, websites and analytics — all in one place.

✓ Cut redundant subscriptions, save thousands annually✓ Spend more time building, less managing✓ KPIs that matter, at a glance
Demo data
Revenue
$48,23012.4%

vs. last month

Avg. ROI
318%8.1%

vs. last month

Appointments today
00%

vs. last month

Active clients
1265%

vs. last month

Track your KPIs

Define the metrics that matter to your business and watch them move.

Revenue

Monthly recurring revenue

$18,400

74% of target9.2%

Target $25,000

Sales

Lead conversion rate

24%

75% of target4.1%

Target 32%

Retention

Client retention

91%

96% of target1.8%

Target 95%

Profitability

Avg. project margin

38%

84% of target2.3%

Target 45%

Your KPIs are saved on this device so they stay with you across visits.
Revenue vs. expense
Client acquisition mix
  • Direct42%
  • Referral26%
  • Organic19%
  • Social13%
Recent conversations
Email
Avery Lin

Proposal for the Q4 retainer — Hi Jordan — attached is the revised scope. Can we hop on a call Thursday?

9:14 AM
SMS
+1 (415) 555-0118

Reminder: site review at 2pm — Just confirming today's 2pm site walkthrough. See you there!

8:02 AM
Email
Marcus Reed

Invoice #2041 — paid — Payment of $4,800 received. Thanks for the smooth handoff.

Yesterday