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WORKSPACE

The numbers
that matter. One view.

Build your own view of the business — pull live numbers into cards, arrange them your way, and stop hunting through different pages for what you actually check every day.

All modules
My Workspace
Edit
View

Open invoices

$18.4k+12%

New contacts

34+6%

Booking rate

72%-3%

Avg. response

2.1h-18%

CUSTOM CARDS

Pick the numbers,
not a template.

Add cards for metrics, percentages, and period comparisons — pulled live from across the platform.

  • Metric, percentage, and comparison cards
  • Every number pulled live, not exported
  • No generic dashboard that half applies

Add a card

Metric

A single number

Percentage

A rate or ratio

Comparison

This period vs. last

YOUR LAYOUT

Arrange it
the way you think.

Sections, sizes, and order are entirely yours. Build the view that matches how your team actually works.

  • Group cards into sections that make sense to you
  • Resize and reorder anything
  • Switch between Edit and a clean View mode

Overview

This Week

MORE THAN NUMBERS

Add context,
not just data.

Mix in text, links, images, and quick-action buttons alongside your metrics — a workspace, not just a dashboard.

  • Text, link, image, and action cards
  • Quick-action buttons for common tasks
  • One view that's actually useful to open

Content cards

Text
Link
Image
Action
Mix these with your data cards to build a workspace — not just a dashboard.

READY TO START

Build the view
you actually check.

Live, not exportedEvery number updates as the underlying data changes.
Yours to buildNo fixed dashboard — arrange it exactly how your team works.
White-Glove SetupWe help you build your first workspace during onboarding.