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Internal Dashboards

Sales & lead-tracking dashboard

Every lead, every source, every stage — on one screen instead of six tabs.

2–3 weeks

Overview

Lead data lives in your CRM, your ad accounts, a spreadsheet, and someone's inbox. This dashboard pulls it into one live view: where leads come from, what they cost, who's working them, and which ones are going cold. Built for the person who has to answer 'how are we doing?' on Monday morning.

What's included

  • Live connection to your CRM and lead sources
  • Cost-per-lead and conversion by channel
  • Pipeline stage breakdown with aging alerts
  • Per-agent activity and follow-up tracking
  • Filters by date range, source, and team member

Tools we use

  • Retool
  • Bubble
  • Supabase

Step 1 of 3

Your info

Just the basics so we know who to reply to.