Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Pipeline, Conversion, Forecast
Classic deal health plus the context HubSpot cannot show on its own — call attribution, ad spend, downstream outcomes.
Call to Deal Attribution
Which inbound calls became deals. Join your phone system to HubSpot and see which campaigns actually produced revenue, not just activity.
Ad Spend to Revenue
Google, Meta, Bing, TikTok, LinkedIn. Rolled up by campaign and matched to HubSpot closed-won.
Missed Call Follow-Up Status
Match inbound calls to HubSpot contacts and deals, then match outbound follow-up to see where leads are being dropped.
Operational Views Beyond HubSpot
Operations managers and leadership who need the numbers but should not need a HubSpot seat still get the view they need.
Per-Team + Per-Brand Rollups
If your HubSpot portal runs multiple business units or brands, every team sees their own slice.
Call us. Watch yourself appear in queue.
A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.
- — The live widget polls your call system every 6 seconds
- — Caller numbers are masked to the last 4 digits
- — Perfect for a wall-mounted TV in the call center
- — Pair it with any of our standard dashboards
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.