Here's your dashboard, broken down.
- Email sent · Sophie Tremblay
- Missed call · Marc Bouchard
- Deal moved → Won · 4 200 $
- SMS received · Julie Roy
- Note added · David Lavoie
- 014 KPI cardsActive deals, won revenue, conversion rate, contacts. Each with a 30-day sparkline + delta % vs the previous 30 days. Zero clicks to see the trend.
- 02Proportional pipeline funnelEach bar's width follows the real count. A stage with 1 deal when the max is 3 shows 33%, not a full bar. You see where you're choking.
- 03Opportunity status ringWon / open / lost, at a glance.
- 04Lead sources donut12 sources, where your people come from.
- 05Recent activityVisual timeline, one icon per type: email, SMS, call, note, moved deal.
- 06My tasks · 3-day agenda · Quick actionsYour day, without switching pages.
Three things your current CRM doesn't do.
Public sharing, 7 days, signed.
Show your KPIs to your accountant or an investor without creating a guest account. One click → a link that expires on its own after 7 days, read-only, zero access to the CRM. HubSpot, Pipedrive and GoHighLevel don't offer that.
13 widgets, as many dashboards as you want.
13 configurable widgets on a single grid where KPIs and widgets mix. Resize each one (¼, ½, ¾, full) and create as many named dashboards as you want — Sales, Marketing, Leadership — and switch in 1 click. The config is saved to your account and follows you from one device to another. An owner can even promote their layout as an org template: all new employees inherit it.
A mobile dashboard, not a shrunken desktop.
On the field, it starts with Punch + Photo + Dictate — not a useless Kanban funnel on a job site. A real mobile version designed for the field.
The dashboard refreshes while you're watching it.
It listens to 4 tables in real time — deals, contacts, activities, tasks —, silent refetch, zero loading flash. You enter your first deal, the funnel moves before you've clicked anything.
1 dashboard for 1 or 50 sub-accounts.
If you have sub-accounts, a banner is added automatically at the top: aggregate MRR, active subscribers, trial accounts, and a clickable list to switch in 1 click. You create a new sub-account right from here, and when you enter a client's account, you're read-only — you break nothing. Hidden if you don't have any — zero clutter.
The facts, made clear.
- 13 configurable widgets + 2 founder cards: stats, funnel, ring, activity, lead sources, my tasks, agenda, quick actions, scoring, SaaS health (net MRR), 7×24 activity heatmap, normalized lead sources…
- Multiple named dashboards per user (Sales / Marketing / Leadership), switch in 1 click + a default
- Unified canvas: KPIs and widgets on a single drag-drop grid, resize ¼ / ½ / ¾ / full per widget
- Org template: an owner promotes their layout → new employees inherit it (resolution system → org → user)
- 30-day sparklines + delta % on each KPI card
- Multi-pipeline funnel with selector (Sales / Service / After-sales without leaving the page)
- Real-time updates across 4 tables, no reload
- Greeting localized to the company's time zone (Québec register, not the device's zone)
- Public share link expiring after 7 days, signed, read-only
- Dedicated mobile field version (Punch, Photo, Dictate) + offline cache
- Agency mode: aggregated sub-account MRR, sub-account creation + read-only mode when visiting a client
- Lead scoring: A / B / C / D / F distribution + top 5 leads
- Oracle suggestions: 3 to 5 priorities per day (cold leads, overdue invoices, stalled deals, overdue tasks)
- Field-level permissions (view_financials) + dark mode by design
Everything about the dashboard.
Try it on your data.
14 days free, no card. Or book a demo, we'll set it up for your trade.
We'll set up your dashboard for your trade in a 45-sec demo.
