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Your Dashboard

Every lead. Every quote. One screen.

Track what matters — new leads, quote conversions, source breakdowns, automation activity, and more. Nothing to set up — it populates itself.

New Leads
0
+23% vs last month
Quotes Sent
0
+12% vs last month
Conversion Rate
0
+4pts vs last month
Pipeline Value
0
+$182K this month

Leads this month

Daily count, last 30 days
WebsiteGoogle AdsMeta AdsReferraland more.
051015202530

Lead Sources

This month
47
leads
Website 42%
Google Ads 25%
Meta Ads 18%
Referral 15%

Recent Leads

Latest 6
NameSourceValueStatus
Michael & Laura ChenWebsite$71,850Hot
David TranGoogle Ads$52,200New
Priya NatarajanReferral$68,400Won
James WhitfieldWebsite$44,900Hot
Sarah O’DonnellGoogle Ads$58,750New
Marcus EllisonMeta Ads$81,000Won

Automation Activity

Last 24 hours
Missed call text-back fired2 min ago · (416) 555-0188
Review request sent41 min ago · Priya Natarajan
New lead auto-reply sent2 hrs ago · Sarah O’Donnell
Quote follow-up sequence5 hrs ago · David Tran (day 7)
Appointment confirmation8 hrs ago · Michael Chen
and more.