Dashboard View 01
Revenue Health Score
Directional visibility based on the data supplied
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/ 100
Revenue Growth
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Lead Conversion
—
Pipeline Value
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Avg Active Deal Age
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Repeat Revenue
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Directional Note
Connect your Google Sheet to view a directional interpretation of the available revenue data.
Dashboard View 02
Revenue Gap & Drop-Off View
Where are the largest stage-wise drop-offs?
👥
Leads → Meetings
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🤝
Meetings → Proposal
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📄
Proposal → Close
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💰
Closed → Paid
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Connect your sheet to identify the largest funnel drop-off.
Funnel drop-off data will appear here automatically once synced.
Dashboard View 03
Channel Performance
Which channel is contributing most to current revenue?
📞 Outbound
Leads—
Sales—
Revenue—
👥 Referrals
Leads—
Sales—
Revenue—
📣 Ads
Leads—
Sales—
Revenue—
🌱 Organic
Leads—
Sales—
Revenue—
Best channel this month
— Connect sheet to auto-detect
Dashboard View 04
Pipeline Visibility
Current pipeline movement and deal status
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Total pipeline value
LeadsMeetingsProposalsClosing
Expected this month
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At-risk deals
— deals
Dashboard View 05
Priority Action View
Suggested actions based on the available indicators
01
Follow up hot leads stalled >7 days
— leads waiting
02
Fix proposal conversion
Current rate: —
03
Double down on outbound calls
Your highest-return channel
Weekly actions complete
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Dashboard View 06
90-Day Scenario View
Illustrative scenarios based on the supplied assumptions
Illustrative downside scenario
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A directional scenario based on the data and assumptions supplied.
Illustrative improvement scenario
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Potential improvement based on the supplied assumptions.