The Owner Dashboard That Shows Everything
Leads, deals, revenue, sources — live. Know what's working before your accountant tells you at month-end. No spreadsheets, no "I'll find it in my email." Built into every Smart LV tier.
What you see
Four Screens You Actually Use
Not 40 widgets nobody opens. Four views that answer the questions owners actually have at 7am with a coffee.
1. Leads (Live)
Every call, form, chat, and review — in one list. Source tagged (Google, GBP, AI receptionist, referral). Transcripts and audio attached. Click to call back in one tap.
2. Pipeline
Deals by stage, aging days, and expected revenue. Hover any card for full history. Drag to move stages. See what's stalled.
3. Revenue
Month-to-date, rolling 30/90, year-over-year. Breakdown by source, service line, and tech. Stripe + invoicing data pipes in automatically.
4. Sources
What's producing revenue — and what isn't. Paid ads, local SEO, referrals, repeat customers, AI receptionist. Attribution you can actually trust.
5. Response Time
Average time from lead-in to first contact. Goal: under 5 minutes. Miss the goal, we flag it. Fixing response time is usually the single biggest lever.
6. Reputation
New reviews (Google, Yelp, Facebook), rating trend, response rate. One-click reply templates. Quarterly rolling review vs competitors in your market.
Replaces
What You Can Cancel
- QuickBooks reports + spreadsheets→ Revenue + invoicing view
- HubSpot / Pipedrive CRM→ Pipeline view
- Google Analytics + GA4 dashboards→ Sources view (service-business friendly)
- CallRail / separate call-tracking→ Calls + transcripts built in
- Mailchimp / Klaviyo reports→ Marketing automation view
- Podium / BirdEye review dashboard→ Reputation view
- Your own spreadsheet of what-happened-this-month→ Live, always current, source-of-truth
See Your Business on One Screen.
Free Business System Audit — we stand up a live dashboard on your actual data within 48h. Nothing to install.