Product and demo

Smart Business Automation Dashboard

See your leads, appointments, follow-ups and conversions in one place. The dashboard turns activity across your automation system into a clear operating view for your team.

Live workflow visibilityIndustry-specific reportingCustom access controls
Automation overview● Live
Total leads1,248+18% this month
Appointments28672 this week
Follow-ups pending43Needs attention
Conversion rate24.6%+3.2%
Lead and appointment activity
Recent WhatsApp activity
Your automation control room

Know what is happening without checking five different tools

The dashboard combines operational activity into the metrics your business actually needs.

TL

Total leads

Track new, contacted and qualified leads across every connected source.

FP

Follow-ups pending

See overdue, upcoming and automated follow-up activity.

AB

Appointments booked

Monitor confirmed, rescheduled, completed and missed appointments.

ML

Missed leads

Surface enquiries that did not receive a response or next action.

WA

WhatsApp activity

Review conversations, reply status, handovers and campaign activity.

CR

Conversion rate

Measure movement from enquiry to appointment, opportunity or sale.

IR

Industry reports

Use clinic, real estate, recruitment or service-specific reporting views.

AL

Alerts and actions

Focus the team on exceptions instead of manually checking every record.

Designed around your workflow

A dashboard that reflects how your business operates

We do not force every company into the same template. Metrics, stages, filters and team views are configured around your automation system.

01

Connected data sources

Bring together forms, CRM, calendars, WhatsApp, sheets and automation activity.

02

Role-specific views

Give owners, managers and frontline staff the information relevant to them.

03

Actionable exceptions

Highlight missed leads, delayed follow-ups and conversations needing attention.

04

Performance trends

Compare lead sources, response times, appointments and conversions over time.

See your business workflow inside one live dashboard

We will demonstrate the metrics and views that fit your team and industry.

Book a Free Dashboard Demo
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