Glance
Home that tells the truth.
Meetings booked. Conversations alive. Credits still in the jar.
Reports
Connections, replies, meetings — one board you can send to a grown-up.
Numbers with a pulse, not a graveyard of CSVs.
Glance
Home that tells the truth.
Meetings booked. Conversations alive. Credits still in the jar.
Build
Your own board.
Drag the widgets. Keep the ones you check on Monday.
Share
Send it out.
Export when someone asks “so… how’s it going?”
How the numbers stay honest
Messages, connections, meetings, deals — one activity log, many views.
It writes itself
What the team does is logged as it happens. You don’t rebuild a spreadsheet on Friday.
Glance on home
Meetings booked. Conversations alive. The widgets you actually check on Monday.
Build your own board
KPI, trend, funnel, breakdown. Drag. Keep the ones you defend in the standup.
Share it out
Export a snapshot or schedule an email. Attribution stays on the right linker.
The building blocks
Start from the library. Tweak the question. Don’t start from a blank CSV.
KPI
One headline number. Meetings this month. Connections this week.
Trend
How the week actually moved — not a flat line you have to explain.
Funnel
Contact → lead → meeting. Where people stall, in language a human uses.
Breakdown
By linker, by campaign, by sequence. Who’s tapping. What’s working.
My home
A private board on the dashboard. Same engine as Reports. Yours to rearrange.
Send it
PDF, CSV, or a recurring email so nobody has to ask “so… how’s it going?”
Home
Self-serve workspaces get a My home board — glance, meetings + pipeline, or everything. Trial bits stay pinned above. DFY homes stay as they are.
On home
Share
Name it Weekly team review. Set the period. Export or schedule. Numbers roll up for one linker or the whole team.
When they ask
Straight answers
One board. Real activity. Export when someone asks how it’s going.