Custom Business Brain Dashboard (Included in Growth)

One place to “see” the entire business at a glance instead of hunting through inboxes and tabs.

Details:

A clean, visual dashboard showing real-time key metrics: New leads today, open invoices, upcoming appointments, cash flow snapshot, marketing performance.

Automated data syncing from all your tools (CRM, email, calendar, payment processor, spreadsheets).
One-click access to key reports and tasks (no logging into 5 different apps).
Color-coded alerts (e.g., red for overdue payments, green for new hot leads).
Mobile-friendly view so owners can check it on their phone.
Optional AI summary: “This week you received 12 new leads, 8 are warm, projected revenue $4,200.”