Tasks
Tasks 0
Sales Pipeline
Agency client acquisition
Period:
View as rep:
Total Leads
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In Progress
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Closed Won
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Win Rate
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Pipeline
All Leads
| Name | Company | Stage | Build Fee | Source | Last Contact | Notes | |
|---|---|---|---|---|---|---|---|
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Pay-Per-Lead
Solar lead delivery tracking
Active Clients
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Leads Sold This Year
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Jan 2026 – now
Avg Meta CPL
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Avg True CPL
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after % sold
Due for Reorder
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≥75% delivered
Total Clients
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all-time
Churn Rate
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churned ÷ total
Retention Rate
-
active + paused ÷ total
Churn Overview
Client Status Distribution
Client Pipeline
All PPL Clients
| Client | Stage | CX | Niche | Leads MTD | Delivered | Purchased | Remaining | Price/Lead | $ Balance | % Sold | Re-ordered | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Sent Emails
Every info and follow-up email sent from a lead
Sent
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all time
Info Emails
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Follow-Ups
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Last 7 Days
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Show:
| Sent | Lead | To | Type | Subject | Sent By | |
|---|---|---|---|---|---|---|
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Email Templates
The info and follow-up emails reps send from a lead
Placeholders are filled in when a rep opens the draft:
{first_name} (first word of the lead's name, so Jeff Jones becomes Jeff),
{company_name},
{rep_name} and
{rep_email}.
Anything with no value is left out rather than printed as an empty gap.
Info Email
Follow-Up Email
Hiring Pipeline
Candidates from application through to hired
In Pipeline
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not hired or rejected
Interviewing
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Offers Out
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Hired
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Pipeline
All Candidates
| Name | Role | Stage | Rating | Expected | Available | Source | Next Follow-up | |
|---|---|---|---|---|---|---|---|---|
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Bulk SMS
Broadcast a personalised SMS to sales-pipeline leads by stage. Replies land in Sales Conversations. Opted-out leads (replied STOP) are always excluded.
"Reply STOP to opt out" is appended automatically to every message.
Type a message to see a preview…
0 recipients
Lead Gen & CPL
Edit leads generated + Meta CPL per active PPL client, then Save. True CPL = Meta CPL / (Sold / Generated).
| Client | Stage | Sold (Purchased) | Leads Generated | Meta CPL | % Sold | True CPL | Price/Lead | Margin | |
|---|---|---|---|---|---|---|---|---|---|
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Summary live - updates as you type, across the clients shown
Avg Meta CPL
-
Avg True CPL
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after % sold
Avg Margin
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price − true CPL
Avg % Sold
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Total Generated
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lifetime, all shown
Total Purchased
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lifetime, all shown
Meta Campaigns
Manage Meta ad campaigns and auto-pause rules
Total Campaigns
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Active
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Paused
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Ad Accounts
All Campaigns
Period:
| Campaign Name | Ad Account | Status | Spend MTD | Leads | CPL | Clicks | Clients | Areas | |
|---|---|---|---|---|---|---|---|---|---|
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Manual Spend Log external & non-connected campaigns
| Campaign | Period | Spend | Leads | CPL | Source | Notes | |
|---|---|---|---|---|---|---|---|
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Client Campaign Action Logs
Track client campaigns and log every change
Total Campaigns
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Active
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Paused
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Filter:
Client Campaigns
| Campaign | Niche | Area | Status | Linked Meta Campaign | Notes | Last Action | |
|---|---|---|---|---|---|---|---|
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Action Log recent actions across all campaigns
| Time | Campaign | Action | Details |
|---|---|---|---|
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Managed Advertising
Client accounts, our management
Active Clients
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Client Spend MTD
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Mgmt Fee Revenue
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Avg CPL (All)
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Total Clients
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all-time
Churn Rate
-
churned ÷ total
Retention Rate
-
active + paused ÷ total
Churn Overview
Client Status Distribution
Client Pipeline
Fulfilment Watch
| Client | Stage | Waiting on | Overdue | Blocked | Progress |
|---|---|---|---|---|---|
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CPL Tracking
| Client | Stage | CX | Ad Account | Spend MTD | CPL Today | CPL 7d Avg | Leads MTD | Mgmt Fee | |
|---|---|---|---|---|---|---|---|---|---|
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Payment Tracker
| Client | Active Since | Payments Made | Monthly Fee | Retainer Total | Custom Orders | Lifetime Revenue | Last Payment | Next Due | |
|---|---|---|---|---|---|---|---|---|---|
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Lead Distribution
Incoming leads · assignment & delivery tracking
Total Received
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Pending
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Assigned
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Delivered
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Failed / Scrubbed
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Total Outstanding Leads
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active clients · purchased − delivered
By Client ▶
All Leads
| Received | Type | Name | Phone | Postcode | Interested In | Avg Bill | Timeline | Status | Matched Client | Delivered At | Method | Source | Notes | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Delivery Log
| Time | Lead | Client | Method | Status | Destination | Message / Preview | HTTP |
|---|---|---|---|---|---|---|---|
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Sales Conversations
Inbound & outbound SMS threads with sales pipeline leads
Twilio Webhook URL - paste in Twilio Console → Phone Numbers → [your number] → Messaging → "A message comes in" → HTTP POST
Loading…
Lead Threads
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Inbound Received
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Outbound Sent
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| Lead | Phone | Messages | Last Message | Time | |
|---|---|---|---|---|---|
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Invoices
Generate & manage client invoices
Total Invoices
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Draft
-
Sent / Overdue
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Paid
-
| Invoice # | Client | Type | Date | Due | Total | Status | |
|---|---|---|---|---|---|---|---|
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Sales Reps
Restricted accounts - pipeline & their own invoices only
Total Reps
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Active
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Assigned Leads
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Unassigned
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Lead Assignment
Team
| Rep | Reply-To | Status | Assigned | Open | Won | Calls | Pickup | Close | ||
|---|---|---|---|---|---|---|---|---|---|---|
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Team Members
CSMs, Ops Managers, Tech Leads & Media Buyers - roster only, no dashboard login
CSMs
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Ops Managers
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Tech Leads
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Media Buyers
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Roster
| Name | Role | Phone | Started | Pay Rate | Status | ||
|---|---|---|---|---|---|---|---|
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Pay Rates
Role pay definitions - fixed salary or commission. Internal only.
Add Pay Rate
Rates
| Role Type | Pay Type | Amount | |
|---|---|---|---|
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Financials
Real-time P&L from Supabase
Total Revenue
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Total Expenses
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Net Profit
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After GST (10%)
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Monthly Subscriptions
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from DB only
Run Rate & Recurring Revenue
MRR
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management fee revenue
ARR
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MRR × 12
Monthly Run Rate
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MTD Revenue
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Clients
PPL Active
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PPL clients
Managed Active
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managed clients
Overdue Payments
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managed retainer
PPL Reorder Due
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≥75% delivered
Lead SLA
Overdue SLA Orders
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in-progress past due date
Active Orders
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in progress
Due This Week
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SLA due in 7 days
Goals & Pipeline
MTD Goal Progress
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CRM Follow-ups
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leads needing action
Pending Leads
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lead distribution queue
Ad Spend
Campaign Ad Spend
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from spend log (synced + manual)
Agency Acquisition
-
agency account spend
Managed Client Revenue
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retainer + custom orders
PPL CPL Analysis
Meta CPL
-
True CPL
-
after sold %
PPL Revenue
-
PPL Margin
-
Managed Advertising Revenue
Retainer Revenue
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active months × fee
Custom Orders
-
one-off & extras
Total Managed Rev
-
retainer + custom
Money In vs Money Out
Total in
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Total out
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Net
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CPL by Campaign (Spend Log)
Expense Breakdown
| Category | Description | Amount | Type | Date | |
|---|---|---|---|---|---|
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Subscriptions
| Name | Monthly Cost | Status | |
|---|---|---|---|
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Goal Board
Monthly revenue, margin & profit targets vs actuals
YTD Revenue
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YTD Avg Margin
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YTD Net Profit
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YoY Revenue Growth
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Monthly Goals vs Actuals
| Month | Rev Goal | Rev Actual | Rev % | YoY Rev | Margin Goal % | Margin Actual % | Net Profit | Notes | |
|---|---|---|---|---|---|---|---|---|---|
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Revenue: Goal vs Actual
Margin: Goal vs Actual
Files
Email templates & scripts - editable markdown
Templates & Scripts
Sales
discovery-call-script
Discovery call framework
Post-Call Emails
post-call-email
After-call follow-up email
ppl-post-call-email
PPL lead post-call follow-up
both-offers-post-call-email
PPL + Managed post-call follow-up
Email Templates
follow-up-email
General follow-up email
welcome-email
New client welcome
ppl-welcome-email
PPL client onboarding
post-call-email
Supabase · agent_files (docs)