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Live Analytics

Your Business Command Center

Transform raw data into actionable intelligence. Monitor every pulse of your operation with real-time dashboards, predictive analytics, and AI-driven insights that reveal hidden opportunities.

+18%
$2.4M
Total Revenue (YTD)
+5%
68%
Quote to Invoice Rate
+2.1%
32.5%
Gross Profit Margin
+124
847
Active Customers

Revenue Trends

Monthly performance across quotes, invoices & POs

Quotes (MTD)
$345K
+12% vs last month
Invoices (MTD)
$260K
+15% vs last year
Projected (EO Month)
$380K
Based on pipeline

Monthly Performance Trend

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Quotes
Invoices
Purchase Orders
New Widgets — Just Shipped

Dashboard, elevated.

Eight new widgets designed to surface what matters and delight your team — every login.

Weather
22°
Mostly Sunny
Tue
24°
Wed
18°
Thu
20°
Fri
23°
Sat
25°
Activity Feed
LIVE
Sarah C. created Quote #1247
2m ago
Mike T. closed Invoice #889
8m ago
Emily D. added Contact
15m ago
James W. approved PO #156
22m ago
Lisa A. uploaded 3 files
34m ago
Stalled Approvals
3
items pending > 24 hours
Quote #1245
$48k
2 days
PO #142
$12k
1 day
Quote #1238
$95k
3 days
Unified Calendar
Invoices
Quotes
POs
Follow-ups
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Fri
Sat
Sun
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Favourites
🏢
Customer
Acme Industries
📋
Quote
Q-1247: Acme upgrade
💰
Invoice
INV-889 (overdue)
👤
Contact
Sarah Williams

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