The Owner Dashboard

The Owner Dashboard is designed for busy business owners who need a clear, high-level view of performance without getting lost in the weeds. It cuts through the noise to present only the most critical information you need to make decisions. Think of it as your weekly command center.

We track the vital signs of your service business:

• Leads & Opportunities: Track the volume and quality of new business entering your pipeline.
• Revenue: Monitor closed deals and revenue trends over time.
• Conversion Rates: Understand how efficiently you are turning traffic into leads, and leads into customers.
• Performance Snapshots: Quick views of your marketing efficiency and sales velocity.

Data without context is just noise. Our AI engine works behind the scenes to explain why metrics are changing.

• Trend Detection: Identifies significant shifts in performance before they become problems.
• Summary Cards: Plain-English explanations of complex data correlations.
• Recommendations: AI-suggested next steps based on your specific performance patterns.

The dashboard isn't just for looking—it's for acting.

• Invite Your Team: Grant access to your agency or consultants so everyone is aligned on the same goals.
• Expand Your View: As your needs grow, you can add specialized dashboards for marketing, sales, and operations to get deeper granularity.