Know your numbers before the month closes
Pipeline value by stage, win rate, money invoiced versus collected, and a rep leaderboard — all from the same board your crew works out of. See where jobs are won and lost, and coach reps with real numbers instead of a gut feeling.
- Pipeline value and win rate at a glance
- Money invoiced vs. collected, by week, month, or year
- A per-rep leaderboard ranked by won value
The whole business on one screen
Stop exporting the CRM to a spreadsheet every Monday to figure out where you stand.
Pipeline value by stage
See how many jobs sit in each stage and what they are worth, built from the same jobs your team moves on the board.
Win rate that means something
Track win rate by job type — retail, insurance, commercial — and close rate by rep, plus jobs won by lead source, so you know what actually converts.
Invoiced vs. collected
Compare what you have invoiced against cash actually collected, by day, week, month, or year, so you can see the gap you still need to chase down.
Spot what is slipping
A lost-jobs view lists every lost job with its workflow and value, and the board sorts by time in stage so you can find the jobs going cold.
Per-rep leaderboard
Rank the team by value of won jobs, with each rep's job count, close rate, and average job size, so your Monday meeting runs on numbers instead of opinions.
Profit, not just revenue
Log company overhead alongside job costs and see collected income, expenses, and net for any day, week, month, or year.
Up and running in three steps
- 01
Work the board like always
Every lead, proposal, and payment your team moves through the pipeline feeds the dashboard automatically. No extra data entry.
- 02
Read the numbers
Open Performance to see pipeline value, win rate, and invoiced vs. collected, built from where every job stands right now.
- 03
Coach and plan
Use the leaderboard to coach the team and the Money view to see whether the month is on track before it closes.
Pairs perfectly with
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