Your Whole Business. One Screen. Built Your Way.
Build a dashboard that fits how your team actually works. Drag in the widgets you need, save as many views as you like, watch live KPIs and charts update on their own, project the months ahead with forecasts, and share each view with exactly the right people. Included free on every plan.
Everything You Need on the Page You Open First
The dashboard is the first thing your team sees each morning. Make it count, with the numbers, charts, and shortcuts that matter most to each person.
Saved Views
Create as many dashboards as you need, each with its own layout. A morning overview, a finance board, a team view, all a click apart.
- Unlimited custom views
- Set a personal default
- Switch with a single tab
- Name and describe each one
Drag-and-Drop Widgets
Pick from a library of statistics, charts, lists, and forecasts. Drop them in, resize them, and arrange the layout until it feels right.
- Statistics, charts, and lists
- Drag to reorder, resize to fit
- Per-widget date ranges
- Choose each widget's accent color
Live Metrics and Forecasts
Every widget reads straight from your live data, so the numbers are always current. Add forecast widgets to see where things are heading.
- KPIs that update on their own
- Revenue and placement forecasts
- Weighted pipeline value
- Targets tracked against actuals
One Dashboard for Every Job to Be Done
Nobody needs the same screen for everything. Build a focused view for each part of the day or each part of the business, then flip between them in a click. One is your default and opens the moment you log in.
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As Many as You Like Create a separate view for finance, operations, hiring, or a single project, each with its own widgets and layout.
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Your Default, Your Way Mark the view you open most as your default, so the screen that matters is always one login away.
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Switch in a Click Views sit in tabs across the top. Move between a high-level overview and a deep dive without losing your place.
Drag It In and Make It Yours
Open the widget library, choose what you want to see, and drop it onto the canvas. Drag widgets to reorder them, resize them from small to full width, and set a date range on each one. The layout saves to the view automatically.
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Point, Drag, Done Rearrange the whole dashboard by dragging. No settings screen, no code, just move things where you want them.
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Sized to Suit Make a key metric full width and tuck smaller stats into a neat row. Every widget snaps to a tidy grid.
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Set the Time Window Show the last 7 days, this month, or the past year per widget, so each chart answers exactly the question you are asking.
See the Numbers Behind the Day
Headline figures, trend charts, and breakdowns sit side by side, all reading from the same live data. Spot a dip the moment it happens and dig into the detail without leaving the page.
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Trends at a Glance Bar and line charts show bookings, revenue, and activity over time, so direction is obvious before you read a single number.
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Breakdowns That Add Up Pipeline by stage, placements by type, timesheets by status. Donut and stacked charts split the totals into the parts that matter.
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Always Current No refresh button and no exports to rebuild. Every chart reflects the latest state of your data the moment the page loads.
Look Ahead Without Leaving Home
Add forecast widgets to put the future on the same screen as the present. Wizard AI projects revenue and placements from your live pipeline and history, with confidence bands that widen honestly the further out they look.
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Revenue Projections See where revenue is heading over the coming months, blended from your trend and the weighted value of open deals.
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Placement Predictions Know how many placements are likely, split by contract and permanent, straight from the shape of your pipeline today.
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Targets in View Pin a targets widget to track revenue or placement goals against live actuals, and see at a glance whether you are on track.
Share a View With Exactly the Right People
Some dashboards are yours alone. Others belong to the whole team. Make a view public to share it, or keep it private. Who sees each widget still respects every person's existing permissions, so nobody sees data they should not.
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Private by Default The views you build are yours until you choose to share them. Experiment freely without cluttering anyone else's screen.
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Share When You're Ready Publish a view to give your team a shared starting point, a company overview everyone opens to the same way.
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Respects Every Permission A widget only shows data a person is already allowed to see. Sharing a view never exposes figures someone's role would normally hide.
Everything Your Business Needs
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Frequently Asked Questions
Yes. The dashboard, saved views, and widgets are included free on every plan. A handful of forecasting widgets are part of the Professional plan, but the dashboard itself is available to everyone.
Absolutely. Every person builds their own views with their own layouts and sets their own default. You can also publish a shared view so the whole team starts from the same overview.
No. Each widget reads from your live data, so the figures reflect the latest state of your business every time the dashboard loads. There is nothing to rebuild and nothing to export.
No. Widgets always respect each person's existing permissions. When you share a view, every viewer only sees the data their role already allows, so a shared dashboard never reveals restricted figures.