Consulting Dashboard
High-ticket transformation pipeline overview
Pipeline Funnel
Revenue (Monthly)
Pipeline Board
Drag to move stages — click any card to open lead
All Leads
Searchable lead database
| Name | Company | Rating | Stage | Deal Value | Source | Follow-up | Status |
|---|
Applications Inbox
Review consulting applications from the landing page
Import Leads
Upload CSV from Google Maps scraper or other sources
Drop CSV file here or click to upload
Supports .csv files up to 10MB
Follow-ups
Upcoming and overdue follow-up reminders
Revenue Tracker
Payment tracking and revenue analytics
Won vs Lost Deals
Revenue by Stage
Payment Log
| Date | Lead | Amount | Type | Notes |
|---|
Call Queue
🔍
All
New
Contacted
Qualified
Callback Due
Import leads to begin calling
Select a lead to dial
Pick a company from the queue on the left to see their full details and start calling.