Dashboard

📊

Live KPI Snapshot

8 headline numbers (leads, pipeline value, follow-ups, hot leads, revenue, outstanding, expenses, net profit), kept current via an instant Reverb push the moment something changes elsewhere, with a 5-minute background poll as a fallback if the real-time connection ever drops.

🔍

In-Page Drill-Downs

click any of 6 KPI cards for a focused modal summary — recent leads, pipeline breakdown, today's follow-ups, hot leads, outstanding invoices, or this month's expenses — each with a 'View Full [Module]' link, instead of being redirected away from the dashboard.

📈

Revenue Trend

6 months of revenue vs. expenses, toggleable between bar and line view; the choice is remembered on this browser for next time.

🗂️

Pipeline Overview

a live Kanban-style snapshot across every lead status, with a shortcut to the full Kanban board.

👥

Team Pulse

who's active right now, refreshed automatically every 30 seconds.

🎯

Goals & Automation

active goals nearest their deadline, plus a feed of recent Auto-Pilot rule activity.

⚙️

Built for Speed

the whole page loads in 29 database queries (down from 50), and any data-fetch that fails is now logged instead of silently showing a zero.

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