Projects
Dashboards you can shape, KPIs, feeds, and layout that match how you sell.
Start from a live workspace home with revenue and pipeline metrics, then compose the rest: reorder tiles, add formula-driven KPI widgets, and pin the lists that matter, recent people, open deals, activity, tasks, and today’s meetings, so every role lands on signal first.
The first screen should answer “what do I do next?”, not “where did that report go?”
Customizable dashboards keep executives on totals while reps stay on motion: the same canvas adapts with draggable sections, saved arrangements, and widgets fed straight from your NinjaPipe data, no BI export required.
Numbers that refresh
Headline metrics for revenue, pipeline health, and deal flow
The top row is built for leadership standups, closed and active revenue signals, deal counts, and refreshable tiles, so you can sanity-check the business before you dive into lists.
Motion in context
People, deals, activity, tasks, and bookings on one canvas
Pair KPIs with the operational panels reps actually touch: who joined the database lately, which opportunities are live, what changed in the timeline, what is due next, and which meetings are starting soon, including quick joins when video links are on the booking.
Your board, your rules
Custom widgets, formulas, and layouts you save per team or per user
Add KPI blocks from a guided builder, pick icons, colors, and formula logic so a tile reflects your definition of success. Drag sections into the order that fits the role, hide noise, and keep layouts sticky so Monday morning always opens on the same operating picture.
Grounded in the workspace
Workspace-aware data, welcome context, and room to grow
Every number respects the workspace boundary, mixed teams see their slice, not someone else’s tenant. Banners and onboarding can still speak to the human behind the login, while the grid stays fast enough to leave open all day.
A reliable CRM for my law firm, clear interface, regular updates, and performance that matches how legal practice actually works day to day.
CEO · Leggado.Digital