Performance Dashboard & Reporting

See exactly what’s working, what’s not, and where the money’s moving.

• Custom dashboard with live revenue, lead flow, and conversion data

• Visuals built for decision-making, not spreadsheets

• Tracks ROI by source, pipeline stage, and lifecycle

• Forecasts revenue and flags bottlenecks in real time

• No logins or dashboards to chase—data flows to you

Includes:

• Fully integrated Airtable or GoHighLevel dashboard

• Lead source attribution map

• Sales stage tracker and close rate report

• Monthly forecast view + drop-off point alerts

• Automated weekly performance summary (email)