Annual maintenance contract
$4,800Islington · Harding & Vale Plumbing
Call22 AugPR
Dashboard & Reporting
The month so far,
and what it is worth.
Leads found, calls made, deals won and the win rate behind them, beside the pipeline as it stands this minute. Every chart has a table under it, so no number is hidden behind a hover.
7, 30 or 90 days · Compared with the period before · Owner leaderboard included
Dashboard
Northwind Services · Last 30 days
7 days30 days90 days
Ask Bloc AI
Which deals are at risk this week, and why?Claude Opus 5
Today’s sales brief
Three deals have gone quiet past your threshold, two quotes are due back today, and your 11:00 is a first call with a budget holder.
Rowan Tree Landscaping
Quote sent 12 days ago, no reply. Close date passed.
Ashcombe Removals
Idle 11 days. Last contact was an unanswered call.
Last 30 days
Leads found
1,284
↑ 31%was 981 before
Searches
18
71 leads each
Calls
246
logged
Won
$84,600
↑ 22%9 deals
Win rate
38%
9 won · 15 lost
Right now
Leads
4,912
4,318 verified
Open pipeline
$212,400
34 deals in Services
Forecast
$96,180
weighted by stage
Open tasks
27
3 overdue
Meetings
6
upcoming
Leads and deals over time
Per day, over the last 30 days
Leads found Deals created
Open pipeline by stage
What is sitting in each stage, by value
New$38.4k
Qualified$61.2k
Quoted$74.9k
Negotiating$37.9k
Who is closing
Deals won and still open, by owner
| Owner | Open | Won | Won value |
|---|---|---|---|
| PRPriya Raman | 14 | 5 | $41,200 |
| TWTom Whitfield | 11 | 2 | $24,800 |
| ABAisha Bello | 9 | 2 | $18,600 |
What it answers
Four questions, before the first coffee.
Not a wall of widgets to configure. The figures a service business actually runs on, arranged so the period and the present are never confused.
Did we do enough?
Leads found, searches run and calls logged over the window, each against the same length of time before it.
What is in play?
Open pipeline at face value and weighted by stage, with the count of deals and the pipeline they sit in.
Are we winning?
Won value against the previous period, and a win rate that states how many were lost rather than quietly omitting them.
Who is closing?
Deals open and won by owner, so a quiet week is visible while there is still time to do something about it.
Pipeline by stage
Where the money is stuck.
Value by stage, with the weighted figure beside it, drawn from the same board your team drags cards across. A stage bulging with quotes nobody has chased is a different problem from a thin top of funnel, and the chart tells you which one you have.
- Value and weighted value per stage, from your own stage probabilities
- Deal counts alongside, so one large deal cannot disguise an empty stage
- The categories your searches turn up most, for where to look next
- Table view on every chart, carrying the same figures
Deals
$70,750 open Board TableSales pipelineNew deal
New
2$7,400Fleet compliance retainer
$2,600Newcastle · Ashcombe Removals
Call11d idleTW
Qualified
2$25,650Commercial rewire: 3 sites
$18,400Leeds · Northgate Electrical Services
Call29 AugPR
Term-time tutoring programme
$7,250Cardiff · Meridian Tutoring
CallAB
Quoted
2$22,500Estate grounds maintenance
$12,900Bristol · Rowan Tree Landscaping
CalloverdueTW
Salon refit: phase two
$9,600Edinburgh · Luxe Hair Studio
Call5 SepAB
Drop here
Won
1$15,200Managed cleaning: 12 months
$15,200Manchester · Clearview Window Cleaning
CallPR
Notifications
The things that cannot wait for a dashboard.
Mentions, task assignments and deal movement arrive live rather than sitting in a report until somebody opens it. Overdue work is counted in red in the sidebar, because an overdue task is a failure and should be coloured as one.
- Mentions in notes, so asking a colleague actually reaches them
- Task assignment and deal movement, filtered by category
- Delivered live in the app and by email on the events you choose
- Unread counted in the sidebar without crying wolf on ordinary mail
Notifications
Mark all read
AllUnread3ReadEverything
Tom Whitfield mentioned you
@priya can you take the Ashcombe call, I am on site until four
Task assigned to you
Send phased quote to co-director, due today
Deal moved to Quoted
Estate grounds maintenance, $12,900, by Aisha Bello
Stage rule applied
Salon refit: phase two moved to Negotiating after the quote was opened
Deal won
Managed cleaning: 12 months, $15,200
Delivered live to the app, and by email on the events you choose.
Also here
Reporting that leaves the building when you need it to.
Every chart as a table
Not a fallback. It is how the values stay reachable for anyone the colours or the hover do not work for.
Per workspace, always
Figures are scoped to the workspace you are in. Nothing from another one is counted, averaged in or leaked through a total.
Export and connect
CSV for the accountant, an API key for your own tools, and a Model Context Protocol connection for your assistant.
Questions answered
About the figures and where they come from.
What does the forecast actually mean?
Every stage carries a probability, and the forecast is the open pipeline weighted by it. A deal sitting at Quoted with a forty per cent stage probability contributes forty per cent of its value. You set the probabilities per stage, so the number reflects how your business really converts rather than a supplier's default.
Why are the figures split into two groups?
Because half of them describe a period and half describe this moment. Leads found and calls made happened in the last thirty days; open pipeline and overdue tasks are true right now. Running them into one grid invites reading an open pipeline figure as something that happened during the window, which would be wrong.
Can I read the charts without hovering?
Yes. Every chart has a table view holding the same numbers, so no figure on the page is locked behind a pointer. That matters for anyone using a keyboard or a screen reader, and for anyone reading the page on a phone.
What do the arrows compare against?
The same length of time immediately before the window you are looking at. Choose thirty days and the arrow compares with the thirty days before that. Where there was nothing before, it says 'new' rather than showing a percentage against zero, which would read as a doubling.
Does everyone see the same dashboard?
Everyone in the workspace sees the workspace's figures, including the owner leaderboard. What a person may reach is still governed by their role, and nothing from another workspace ever appears, even for someone who belongs to both.
Can I get the numbers out?
Yes. Lists export to CSV with the columns you have chosen, and the API and Model Context Protocol connection give your own tools the same data without a copy leaving the workspace by hand.
Numbers you did not have to assemble.
Run a search, work a week of leads, and the dashboard fills itself in. There is nothing to configure first.
14 days of Pro · No card required · Cancel whenever you like