Every role gets its own dashboard — built to answer that role’s every question
Same underlying data — but each level gets the answer to its own question.
Stakeholder
The question: “What’s actually happening in my business?”
One screen shows what’s happening where across the company — who’s performing how, what the pipeline is worth, which team is furthest ahead — all at a glance.
- 24+ built-in reports — nothing to build yourself.
- Create as many users as you need — no limit.
- Automatic reminders for every follow-up.
- Agents can run their whole day from their phone.
- Two team structures — matched to how your company is organised.
- A different dashboard for every designation and role.
- Marketing integration — leads land straight in the system.
- A full summary for stakeholders, in one place.
Agent
The question: “What do I need to do today?”
This month’s target, this month’s performance, how many calls are due today, how long a customer’s gone quiet after an offer — the real visit report, lead status, and more, all together.
Manager
The question: “What’s my team doing right now?”
Team targets, performance, visit authentication, approvals, individual pipeline health — at a glance, with the evidence.
Beyond these three roles, there are many more — coordinator, supervisor, cluster head, team leader, director, CBO, CEO and others.
