Views & Dashboards
The whole business, one screen.
Build live widgets that pull KPIs, charts, and counts from every module, so revenue, pipeline, tickets, and headcount sit together, for everyone on the plan.
Dashboards in practice.
Live metrics across every module, in one place.
01
Metrics from every module
Drop in a widget for pipeline, cash, open tickets, or new hires. One dashboard reads from finance, CRM, support, and HR at once.
02
Always the current number
Every widget updates as the underlying records change, so the figure on the wall is the one right now, not last night's export.
03
Share it across the team
Everyone already in your workspace can open it at no extra charge. The price is per seat, so a dashboard costs nothing until it brings somebody new in.
One connected system
One number everyone agrees on.
Because every widget reads the same shared records, sales, finance, and support all see figures that reconcile. No exports, no version drift.
- Pipeline from CRM next to booked revenue from finance.
- Open tickets and SLA breaches beside the team's headcount.
- Cash in, cash out, and overdue invoices on one board.
The other feature in Views & Dashboards.
All five products on every plan, on the same connected data.
