See the Full Picture Before You Buy
Uncover risks, validate growth potential, and make informed decisions with confidence.
Present a Business That’s Ready for Sale
Lead with Data, Not Gut Feelings
Stay on top of your business with accessible, real-time insights for every function.
Executive Dashboard Collection
One Scorecard. Total Business Visibility.
Designed for executive leadership, this dashboard delivers a top-level snapshot of KPIs across departments. With real-time metrics at your fingertips, you can align teams, track progress, and make informed decisions without the noise.
M&A Dashboard Collection
Get Deal-Ready with Built-In Due Diligence
Built for buyers and sellers, the M&A Dashboard Collection surfaces the financial and revenue insights critical to any transaction. With key due diligence metrics already in place, this collection accelerates analysis and provides the clarity buyers want and the credibility sellers need to maximize valuation.
Revenue Management Collection
Track, Forecast, and Grow Revenue—All in One Place
Get a comprehensive view of your revenue performance—from historical trends and customer behavior to forecasts and RFM analysis. With one embed and multiple interactive pages, you can drill into the data that drives growth and make confident decisions at every stage of the revenue cycle.
Finance Dashboard Collection
Financial Clarity in Just a Few Clicks
Get a full view of your company’s financial performance with dashboards covering P&L, accounts receivable, and expenses. This collection simplifies financial oversight, giving you everything you need to monitor profitability and manage cash flow from a single, streamlined view.
Sales/Pipeline Dashboard Collection
Turn Pipeline Visibility into Revenue Growth
Monitor every stage of your sales cycle with dashboards that surface what matters most: pipeline health, revenue forecasts, and top-performing accounts. This collection gives sales leaders a unified view of performance, helping you prioritize leads and project revenue.
Marketing Dashboard Collection
Measure Campaign Impact Across Every Channel
This all-in-one dashboard collection connects your marketing data—from website traffic and email performance to social and campaign results. With centralized insights and multiple dashboards in one embed, you’ll know exactly what’s working and where to optimize.
Operations Dashboard Collection
Stay in Control of Projects and Inventory
From project timelines to inventory levels, this collection gives operations leaders the tools they need to monitor performance and keep things running smoothly. All your critical data—clearly visualized, easily shared, and ready to act on.
Human Resources Collection
Power Your People Strategy with Real-Time Analytics
Track workforce demographics, recruiting performance, and people-related costs all in one place. The HR Dashboard Collection makes it easy to visualize key trends and take action to support hiring, retention, and team development.