Settings ×

Loading…
Overview
Manual data to

What do these numbers mean? ×

Every metric on this dashboard, in plain English. No jargon, no accounting degree needed.

Refresh data ×

Pull the latest data now from Stripe, Meta, Instagram, your CRM & Google? This runs a live sync and takes about 30–60 seconds.

Edit data — ×

Funnel & spend
Instagram

Set monthly cash goal ×

Unlocks pace tracking, bottleneck detection and action items.

Log Closer Stats ×

Total outbound calls made
Appointments / calls booked
Total calls scheduled
Times the offer was presented
Calls moved to a future date
Booked but didn't show up

Add to Cash Pipeline ×

Counts toward A/R

Open Wallet Deal ×

Which month the revenue belongs to
Full agreed amount, not the deposit
Deposit + every payment since

Log Phone Setter Stats ×

Total outbound calls made
Calls with a live conversation
Prospects handed to closer
Callback / follow-up attempts (optional)

Add action ×

Write it as an action someone can actually pick up and finish.

Log Setter Stats ×

Total outreach attempts (DMs, calls, emails)
Active conversations with leads
Conversations with qualified leads
Convos where a call was pitched
Calls successfully booked

Add DM Lead ×

Payroll Entry ×