Live Dashboards

See every KPI, handoff and risk in one live operating view

Replace disconnected reports with dashboards that stay connected to the work itself—so sales, operations, projects, leadership and delivery teams all move from the same live numbers.

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  • Role-based views with live filters
  • Alerts, scorecards and custom reporting
  • Connected to CRM, projects, time and automation
Executive dashboard
Revenue this week $184k +12.8% vs last week
On-time delivery 96% Across active client work
Live trend
Priority alerts
  • Sales pipeline above target
  • Project handoff needs review
  • Client delivery on schedule
Live syncCRM + Projects
Auto alert7 tasks need review
One source of truth for
SalesOperationsProjectsLeadershipClient Delivery SalesOperationsProjectsLeadershipClient Delivery
Core capabilities

Everything important, visible in one operating view

Turn disconnected reporting into live, role-specific dashboards that combine metrics, ownership, recent activity and the next action in one place.

Live KPI views

Track revenue, workload, delivery health and operating performance without waiting for manual updates.

Custom reporting

Create focused views for leaders, departments and clients using the same live business data.

Team scorecards

See ownership, progress and team performance clearly before priorities become delivery risks.

Decision alerts

Surface exceptions, stalled work and performance changes so teams can respond while work is moving.

Operational rhythm

Move from reporting backwards to managing forward

Use live dashboards to surface what matters now, coordinate the right response and improve performance while work is still in motion—not after the reporting period ends.

Monitor leading indicators continuously
Trigger action when thresholds change
Keep teams aligned around one operating cadence
Connect Your Tools Explore Automation
01

Capture live data

Sync CRM, projects, time, forms and delivery updates into one reporting layer.

02

Expose the right metrics

Show each role the KPIs, workload and risks that matter to their decisions.

03

Respond faster

Use alerts, scorecards and clear ownership to resolve bottlenecks early.

This week21 dashboards updated live
Role views remain synced to the work as soon as records change.
Role-based visibility

One dashboard experience, tailored to every role

Give each department a view that feels purpose-built while keeping every dashboard powered by the same live operating data.

Pipeline command Sales Pipeline coverage, conversion rate and forecast pacing.
Operational control Operations Capacity, SLA health, bottlenecks and active escalations.
Delivery visibility Projects Delivery progress, ownership, timeline risk and blocked tasks.
Executive overview Leadership Company-wide summaries, exceptions and directional trend reporting.
Account health Client Delivery Handoffs, renewals, throughput and account health at a glance.
Interactive sync demo

Dashboards that stay synced with the work

Connect CRM, projects, time, automation and integrations to one live dashboard. Select a system to preview the information it contributes in real time.

Connected operating viewUnified live dashboard
Live data visible
CRM connectedOpen module

CRM records now live

Opportunity value, owner, stage and next action are now available in the dashboard.

Pipeline value$1.84M
Open deals128
Next reviews14 today
HealthHealthy
OwnerSales team
Alerts2 follow-ups
Ready for live operational visibility?

Build dashboards your whole business can trust.

Connect your tools, configure role-based views and make faster decisions from one live operating system.

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