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Dashboards
Boards built from widgets and shared with the people who read them.
What can you do with reporting & dashboards?
A dashboard per role
Delivery, sales, and finance each see theirs.
Live numbers
No exports, nothing to reconcile.
Reports that stay current
Answer a question once.
Alerts that find you
Sent to whoever can act.
Why is the weekly report always stale?
Because it is built from exports. Here dashboards read live records, so the numbers are current and agree across teams.
No export step
Widgets read records, not files.
Numbers that agree
Nothing to reconcile.
Always current
True now, not last Tuesday.
Across the workspace
Know how every client is doing.
Calls, email, tickets, meetings, and events roll up to one account timeline. Client health is calculated from it, with sources you can check.
What this removes
Guessing at account health, and rebuilding the history before every renewal call.
Inside reporting & dashboards.
Widgets
Priorities, progress, workload, pipeline, and money, all live.
Saved views
Any filtered list, saved and shared.
Reports
Recurring questions answered once and kept current.
Alerts
Thresholds and changes, sent to whoever can act.
Entity timeline
Every interaction with an account in one view.
Audit trail
Who changed what, so you can trust the number.
What reporting & dashboards connects to.
One workspace, so the records here are the records everything else reads.
Switching from another tool?
- Asana
- Trello
- Jira
- ClickUp
- Notion
- Confluence
- Airtable
- Linear
- HubSpot
- Salesforce
- Zoho
- Zendesk
- Toggl
- Clockify
- Google Sheets
- Excel
- Monday.com
- Harvest
If it exports a CSV or a document, it moves. See how to migrate
Questions people actually ask.
Don't see your question? Contact us
Do we still need a separate BI tool?
For most day-to-day questions, no. Dashboards read live records, and every number drills into the work behind it.
Can dashboards be shared?
Yes. Share a board with a team or a role.
What can alerts watch?
Budget burn, SLA risk, stock levels, and more, each sent to whoever can act.
What can reports cover?
Delivery, service, campaigns, inventory, suppliers, utilization, staffing, and profitability.
Can we drill into a number?
Always. Every figure opens into the records and owners behind it.
Ready to crack the chaos?
One workspace for projects, clients, finance, and everything in between. Every plan starts with a 30-day free trial, no credit card required.