Leads, campaigns and revenue on one screen
What gets counted and where you read it. Leads in, campaigns that produced them and money collected, on a dashboard rather than in a spreadsheet.
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What it does
What it does
It counts what already passed through
Calls, forms, bookings, invoices. Nothing needs entering twice, because the numbers come from the work you already did here.
Source sits next to revenue
You can see which campaign a paying customer first arrived from, rather than guessing at the end of the month.
It updates as the day goes
The dashboard reflects what happened this morning, not what someone typed up last Friday.
How it works
How it works
- Use the software for the work: calls, bookings, invoices.
- Open the dashboard. The default view is built before you configure anything.
- Narrow it to the period and the source you want to look at.
- Act on one number a month rather than reading all of them.
Worth knowing
Worth knowing
- It can only report what it saw. Work quoted on WhatsApp and paid in cash does not appear on any chart here.
- Attribution is an estimate. A customer who saw your van, searched your name and then clicked an advert gets credited once.
- A dashboard is not a decision. The numbers tell you where to look, not what to do about it.
Related
Related
The dashboard at a glance
What is on the screen the moment you log in.
Where the money came from
Attribution on its own: which source produced the revenue.
Opportunity pipeline
Where the deals being counted here are sitting right now.
Read one number
Log in, open the dashboard, and pick the single number you would change this month.