Dashboards · part of the Spodus suite
Dashboards drawn from the records.
Pipeline, revenue, tickets and headcount on one board, computed from the live records in every product. No export, no spreadsheet.
Open pipeline
Weighted forecast
Outstanding
Open tickets
Invoiced vs collected
+4.4%What you billed against what came in
Revenue won
−9.7%Won deal value by close month
Pipeline by stage
Where open value sits today
- New$179k10%
- Discovery$354k20%
- Proposal$560k32%
- Negotiation$649k37%
Win rate
Share of closed deals that were won
SLA attainment
First responses sent within target
- Five products
- Priced per seat
- Five-seat minimum
- Import from HubSpot, CSV, XLSX
- 30-day trash
- Two-factor sign-in
- Roles and permissions
From one number to the whole business.
01 · Ready-made
Start with the boards that come with it.
Overview, Sales and Operations dashboards are there from the first day, built from your deals, invoices, tickets and tasks.
Open deals
Average deal size
Open pipeline
Weighted forecast
Sales forecast
+6.7%Open value by expected close month
Pipeline by owner
Open value held by each rep
- Tom Reyes6 deals$457k
- Kira Devlin6 deals$446k
- Mia Lund6 deals$431k
- Other13 deals$408k
02 · Arrange
Drag it, size it, done.
Drag a card by its header and pull its right edge to snap it to small, medium or full width. There is no edit mode: it saves as you let go.
Open pipeline
Weighted forecast
Outstanding
Open tickets
Revenue won
−9.7%Won deal value by close month
Pipeline by stage
Where open value sits today
- New$179k10%
- Discovery$354k20%
- Proposal$560k32%
- Negotiation$649k37%
03 · Add cards
Pick from the gallery.
Browse 38 ready-made cards by module, search for revenue, tickets or overdue, see each one live at its real size, and add several at once.
Overdue
Unassigned
Open tasks
Out today
Cash collected
+4.4%Payments received by month
Created vs solved
−7%Is the queue growing or shrinking?
Receivables aging
Open balance by days overdue
- Current$318k69%
- 1–30$106k23%
- 31–60$21.2k5%
- 61–90$8,8002%
- 90+$4,1001%
Collection rate
Share of billed value already paid
Overdue tasks
Open tasks past their due date
Open pipeline
Weighted forecast
Average deal size
Open deals
Revenue won
−9.7%Won deal value by close month
Won vs lost
−9.7%Closed deal value, month by month
Sales forecast
Open value by expected close month
Win rate
Share of closed deals that were won
04 · Across products
Every product, on one board.
Put overdue invoices, unassigned tickets, open tasks and who's out today on one board, because they all read the same records. No export, no spreadsheet.
Overdue
Unassigned
Open tasks
Out today
Cash collected
+4.4%Payments received by month
Created vs solved
−7%Is the queue growing or shrinking?
AI behind the numbers
AI that reads the records behind the numbers.
Ask why a number moved and it answers from the deals, invoices and tickets underneath, and it asks before it changes anything.
Ask
Pipeline, revenue, tickets
Summarise
An account behind a number
Explain
What moved this week
Pipeline check
Stalled & overdue deals
Where do the numbers come from?
From the records themselves: deals, invoices, tickets, people and tasks, computed from the same data each product's own pages read. There is no import step and no export to keep fresh.
Can one dashboard mix products?
Yes. A single dashboard can show pipeline, revenue, open tickets and headcount side by side, because every product reads the same records.
Can I build my own dashboard?
Yes. Add a dashboard next to Overview, Sales and Operations, pick cards from the gallery, and drag them where you want them. Each card comes in the sizes it was designed for.
Do dashboards cost extra?
No. Dashboards come with the seat, like the five products. There is no reporting add-on and no higher tier to unlock them.
Every number, from the records underneath.
Start today, or bring your own data to a demo and see it there.
