{{VirgilAccessError || "Live Chat access is not available."}}
Visitors
{{TotalVisitors}}
Deliveries
{{TotalDeliveries}}
Customers
{{TotalPaidCustomers}}
Paying Customers
{{PayingCustomers}}
Paid Locations
{{TotalPaidLocations}}
Trial Accounts
{{TrialCustomers}}
Basic Accounts
{{BasicCustomers}}
{{AULocs}}
Locations
{{USLocs}}
Locations
{{EULocs}}
Locations
Most Customers in One Month
{{MaxCustomers}} in {{MaxCustomersMonth}}
Most Locations in One Month
{{MaxLocations}} in {{MaxLocationsMonth}}
FY{{CurrentFYNumber}} Churn Rate
(FY{{LastFYNumber}}: {{LastFYChurnRate}}% - {{LastFYChurnCount}} lost){{CurrentFYChurnRate}}%
{{CurrentFYChurnRate}}%
{{CurrentFYChurnCount}} lost - Target < 7%{{CurrentQuarterName}} Churn Rate
({{LastQuarterName}}: {{LastQuarterChurnRate}}% - {{LastQuarterChurnCount}} lost){{CurrentQuarterChurnRate}}%
{{CurrentQuarterChurnRate}}%
{{CurrentQuarterChurnCount}} lost - Target < 1.75%{{CurrentMonthName}} Churn Rate
({{LastMonthName}}: {{LastMonthChurnRate}}% - {{LastMonthChurnCount}} lost){{CurrentMonthChurnRate}}%
{{CurrentMonthChurnRate}}%
{{CurrentMonthChurnCount}} lost - Target < 0.58%FY{{LatestFYStat.year.slice(2)}} Demo Conversion
(FY{{PreviousFYStat.year.slice(2)}}: {{PreviousFYStat.conversionRate}}% - {{PreviousFYStat.saleCount}} of {{PreviousFYStat.demoCount}}){{LatestFYStat.conversionRate}}%
{{LatestFYStat.conversionRate}}%
{{LatestFYStat.saleCount}} of {{LatestFYStat.demoCount}} - Target 35%{{LatestQuarterStat.quarter}} Demo Conversion
({{PreviousQuarterStat.quarter}}: {{PreviousQuarterStat.conversionRate}}% - {{PreviousQuarterStat.saleCount}} of {{PreviousQuarterStat.demoCount}}){{LatestQuarterStat.conversionRate}}%
{{LatestQuarterStat.conversionRate}}%
{{LatestQuarterStat.saleCount}} of {{LatestQuarterStat.demoCount}} - Target 35%{{CurrentQuarterCleanliness.quarter}} Leads DB Cleanliness Score
({{PreviousQuarterCleanliness.quarter}}: {{PreviousQuarterCleanliness.cleanRate}}% - {{PreviousQuarterCleanliness.unattended}} of {{PreviousQuarterCleanliness.total}}){{CurrentQuarterCleanliness.cleanRate}}%
{{CurrentQuarterCleanliness.cleanRate}}%
{{CurrentQuarterCleanliness.unattended}} of {{CurrentQuarterCleanliness.total}} - Target 90%Self Generated Leads
({{PreviousQuarterCleanliness.quarter}}: {{SelfGeneratedLastQuarter}} leads){{SelfGeneratedThisQuarter}}
Target is 50 per quarterTrial / Basic Usage
Accounts that have signed in a visitor at least once{{TriedIT}}%
{{Tried}} of {{Tried+ NotTried}} - Target 80%Conversions
New Customers
Modules Overview
A layered operations view from footprint and adoption to module health, industry mix, and regional momentum.
Core Metrics
North Star
Module Performance
Status and usage by module
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Compliance
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--
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(--)
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Deliveries
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----
--
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--
(--)
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Evacuation
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----
--
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--
(--)
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Notifications
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----
--
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--
(--)
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Reporting
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----
--
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(--)
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Pre-registration
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----
--
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--
(--)
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Safety
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----
--
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--
(--)
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Security
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----
--
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(--)
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Integrations
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--
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(--)
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| TOTALS | -- | -- | -- | -- Avg: -- |
Industry Leaderboard
Top 8 industries by lead share with each segment's top 3 active modules.
Regional Distribution
Compare current module footprint by region to guide localization and expansion focus.
Accounts - {{UniqueCustomers}} Customer Report Accounts Report Basic Account Free Trial
| Paid customers to date (including expired) | {{TotalPayingCustomers}} |
| Current active total paying customers | {{PayingCustomers}} |
| Company | Locations | Paid | Trial | Valid Until | Last Signed In | |||
|---|---|---|---|---|---|---|---|---|
| {{x.CustomerName}} |
|
{{getAccountLocationCount(x)}} | {{getAccountPaidModuleCount(x)}} | {{getAccountTrialModuleCount(x)}} |
{{x.Subscription}} {{x.Subscription}} |
{{x.AccountValid}} | {{x.LastSignedIn}} |
{{BookDemoSettingsType == 'training' ? 'Training' : 'Demo'}} Booking Settings
Manage the global settings used by the public {{BookDemoSettingsType == 'training' ? 'Book a Training' : 'Book a Demo'}} page. The Azure booking API reads the same global record from the `bookdemosettings` table.
Duration & timing
Availability
Notifications
Excluded windows
Blocked dates
-
Name:{{x.Name}}Status: {{x.Status || 'None'}} Subscription: {{x.Subscription || 'Unknown plan'}} Region: 🇦🇺 🇺🇸 🇪🇺 {{x.Country || 'NA'}} Hot Trigger: {{getHotTriggerLabel(x)}}Contact / ProfileCompany{{x.Company}}Job TitleEmailPhone{{x.Phone}}Date{{x.Date}}SourceStart Date{{x.StartDate}}Last sign in{{x.LastSignedIn}}IndustrySales & StatusAssigned Sales{{x.SalesName || 'Product'}}Trial Date{{x.TrialDate || '-'}}Demo DateComms StatusLead StatusHot Trigger Record{{getHotTriggerLabel(x)}}Reason: {{x.HotTriggerReason}} Reason: Not recorded | {{x.HotTriggerAt}}Quick Notes & Task
🔥 Hot Leads - {{HotTotalLeads}}
Leads so ready, they’re basically asking for a demo.
-
Name: {{x.Name}}
Company: {{x.Company}}
Email: {{x.Email}}
Phone: {{x.Phone}}
Date: {{x.Date}}
Start Date: {{x.StartDate}}
Last sign in: {{x.LastSignedIn}}
Subscription: {{x.Subscription}}
Trial Date: {{x.TrialDate}}
Quote: {{x.QuoteNumber}}
Invoice: {{x.InvoiceNumber}}
General Notes
Quick Notes
Task Date
New / Expiring
Review expiring and recently created customers by segment instead of one long table.
Delete Account Requests
Review accounts flagged for deletion — either by a customer clicking the delete link in their inactivity email, or automatically by the 28-day inactivity check — and approve or leave pending individually.
| Company | Subscription | Account Created | Source | Reason | Days Inactive | Last Sign In | 14-Day Reminder | 28-Day Reminder | Requested | Action |
|---|---|---|---|---|---|---|---|---|---|---|
|
{{x.customer_name || '(unknown)'}}
Customer ID: {{x.customer_id}}
· Not found
|
{{x.subscription || '-'}} | {{x.account_created || '-'}} | {{x.source || '-'}} | {{x.reason || '-'}} | {{x.days_inactive !== null ? x.days_inactive : '-'}} | {{x.last_sign_in || 'Never'}} | {{x.reminder_14 ? FormatSydneyDate(x.reminder_14.sent_at) : 'Not sent'}} | {{x.reminder_28 ? FormatSydneyDate(x.reminder_28.sent_at) : 'Not sent'}} | {{FormatSydneyDateTime(x.requested_at)}} |
Update your account details
Company
Contact name
Contact email
Contact phone
Address
ABN
Website
Update
Manual bank payments
| Select | Description | Date | Status | Amount |
|---|---|---|---|---|
| Loading bank transactions... | ||||
| {{x.description || x.merchant_name || 'Bank credit'}} | {{FormatSydneyDateTime(x.posted_at_utc || x.transaction_at_utc)}} | {{x.status === 'posted' ? 'Posted' : 'Pending'}} | {{FormatBankAmount(x.amount_minor)}} | |
| No unallocated credits are available. | ||||
Open Stripe invoices
| Select | Invoice | Customer | Generated | Amount due |
|---|---|---|---|---|
| Loading open Stripe invoices... | ||||
|
{{x.invoice_number || x.stripe_invoice_id}} {{x.stripe_invoice_id}} |
{{x.customer_name || x.customer_email ||
x.stripe_customer_id}} {{x.customer_email}} | {{x.customer_id}} |
{{FormatSydneyDateTime(x.created_at_utc)}} | {{FormatInvoiceAmount(x.amount_minor, x.currency)}} | |
| No matching open Stripe invoices. | ||||
Completed allocations
| Stripe invoice | Customer | Bank description | AUD received | Completed |
|---|---|---|---|---|
| Loading completed allocations... | ||||
| {{x.StripeInvoiceID}} |
{{x.CustomerID}} {{x.TargetDomain}} |
{{x.BankDescription}} | {{FormatBankAmount(x.SettlementAmountMinor)}} | {{FormatSydneyDateTime(x.CompletedAt)}} |
| No completed allocations. | ||||
-
Conversions
-
-
Conversion %
-
Source Breakdown
Filtered by {{ WebStatsStartDate }} to {{ WebStatsEndDate }} | {{ StatsCountry=='All' ? 'All Countries' : StatsCountry }} | Confirmed conversions
{{ x.sourceLabel }}{{ x.confirms }} {{ x.confirms == 1 ? 'conversion' : 'conversions' }}No conversions in this window{{ x.sourceLabel }} · 0No source attribution data in this window. -
Top Pages
Page Conversions {{ p.url }} {{ p.confirms }}/{{ p.count }} -
Detailed Source Attribution
Source Attempts Conversions Rate Basic Demo Quote {{ x.sourceLabel }} {{ x.attempts }} {{ x.confirms }} {{ x.conversionRate | number:1 }}% {{ x.basicConfirms }}/{{ x.basicAttempts }} {{ x.demoConfirms }}/{{ x.demoAttempts }} {{ x.quoteConfirms }}/{{ x.quoteAttempts }} No source attribution data in this window. -
Industries
-
Leads by Industry (Range)Leads by Industry (Total)
-
Demos
-
Avg per month
{{DemoTrialStats.AverageDemosPerMonth}}
This Month
{{DemoTrialStats.DemosThisMonth}}
Avg per week
{{DemoTrialStats.AverageDemosPerWeek}}
Last Week
{{DemoTrialStats.DemosLastWeek}}
{{DemoTrialStats.DemosLastWeek}}
This Week
{{DemoTrialStats.DemosThisWeek}}
{{DemoTrialStats.DemosThisWeek}}
Next Week
{{DemoTrialStats.DemosNextWeek}}
Updating -
Basics
-
Avg per month
{{BasicAccountsStats.AveragePerMonth}}
This Month
{{BasicAccountsStats.ThisMonth}}
Avg per week
{{BasicAccountsStats.AveragePerWeek}}
Last Week
{{BasicAccountsStats.LastWeek}}
{{BasicAccountsStats.LastWeek}}
This Week
{{BasicAccountsStats.ThisWeek}}
{{BasicAccountsStats.ThisWeek}}
Updating -
Phone calls
-
Last Month
{{CallStats.CallsLastMonth}}
This Month
{{CallStats.CallsThisMonth}}
Avg per week
{{CallStats.AverageCallsPerWeek}}
Last week
{{CallStats.CallsLastWeek}}
This week
{{CallStats.CallsThisWeek}}
Updating -
Types of calls in the last two months
-
-
Last months performance compared to the 6 month average
-
Impressions
{{LatestGoogleSearchConsole.TotalImpressions}}
{{LatestGoogleSearchConsole.TotalImpressions}}
Clicks
{{LatestGoogleSearchConsole.TotalClicks}}
{{LatestGoogleSearchConsole.TotalClicks}}
Keywords in the top 20
{{LatestGoogleSearchConsole.KeywordsUnder20}}
{{LatestGoogleSearchConsole.KeywordsUnder20}}
Keywords on the first page
{{LatestGoogleSearchConsole.KeywordsUnder8}}
{{LatestGoogleSearchConsole.KeywordsUnder8}}
Keywords in the top 3
{{LatestGoogleSearchConsole.KeywordsUnder3}}
{{LatestGoogleSearchConsole.KeywordsUnder3}}
Ads Performance
API Snapshot
{{GetAdsPerformanceAsOfLabel()}}
Daily Spend Trend
LEADS ATTRIBUTED TO ADS
By source
Daily matched customers
Attributed lead rows
| Date | Source | Lead | Status | Customer ID | Action |
|---|---|---|---|---|---|
| {{x.Date}} |
|
{{x.Company || x.Name || 'Lead'}}
{{x.Email || x.Name}}
|
{{x.Status || 'Unknown'}}
Trial {{x.TrialDate}}
|
{{x.CustomerID}} Not yet | |
| No attributed leads found for this window. | |||||
VISUAL SUMMARY
Spend mix
Conversion path
Campaign spend map
WHAT CHANGED ({{AdsPerformance.windows.selected.label || 'SELECTED RANGE'}} VS PREVIOUS PERIOD)
WHERE SPEND IS CONCENTRATED ({{AdsPerformance.windows.selected.label || 'SELECTED RANGE'}})
Latest Sync
Show error details
Recurring Bundles
Manage independently purchasable bundles. Updating a bundle's catalogue values publishes a replacement version. Updating only its popup content edits the active row in place. Existing subscriptions and generated pre-billing remain unchanged.
Loading bundles...
| Name | Modules | Monthly | Yearly | Updated | Action | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| AUD | USD | GBP | EUR | AUD | USD | GBP | EUR | ||||
| {{b.Name}} |
|
${{b.PriceAUD_Monthly | number:2}} | ${{b.PriceUSD_Monthly | number:2}} | £{{b.PriceGBP_Monthly | number:2}} | €{{b.PriceEUR_Monthly | number:2}} | ${{b.PriceAUD_Yearly | number:2}} | ${{b.PriceUSD_Yearly | number:2}} | £{{b.PriceGBP_Yearly | number:2}} | €{{b.PriceEUR_Yearly | number:2}} | {{b.UpdatedAt || b.CreatedAt}} | |
No recurring bundles found.
Modular Pricing
Manage the module catalogue and monthly pricing. Select a row to edit, or insert a new module below.
Loading modules...
| Name | Monthly | Yearly | Updated | Action | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| AUD | USD | GBP | EUR | AUD | USD | GBP | EUR | |||
| {{m.Name}} | ${{m.PriceAUD_Monthly | number:2}} | ${{m.PriceUSD_Monthly | number:2}} | £{{m.PriceGBP_Monthly | number:2}} | €{{m.PriceEUR_Monthly | number:2}} | ${{m.PriceAUD_Yearly | number:2}} | ${{m.PriceUSD_Yearly | number:2}} | £{{m.PriceGBP_Yearly | number:2}} | €{{m.PriceEUR_Yearly | number:2}} | {{m.UpdatedAt || m.CreatedAt}} | |
No modules found.
SMS Bundles
Manage SMS bundle catalogue and pricing. Each bundle is a one-off purchase with multi-currency options.
Loading SMS bundles...
| Bundle (SMS) | Price AUD | Price USD | Price GBP | Price EUR | Updated | Action |
|---|---|---|---|---|---|---|
| {{s.Amount | number:0}} | ${{s.PriceAUD | number:2}} | ${{s.PriceUSD | number:2}} | £{{s.PriceGBP | number:2}} | €{{s.PriceEUR | number:2}} | {{s.UpdatedAt || s.CreatedAt}} |
No SMS bundles found.
Hardware
Manage one-off hardware catalogue pricing. Use -1 for a currency to mark it as unavailable for purchase.
Loading hardware pricing...
| Name | Price AUD | Price USD | Price GBP | Price EUR | Updated | Action |
|---|---|---|---|---|---|---|
| {{h.Name}} | ${{h.PriceAUD | number:2}} Unavailable | ${{h.PriceUSD | number:2}} Unavailable | £{{h.PriceGBP | number:2}} Unavailable | €{{h.PriceEUR | number:2}} Unavailable | {{h.UpdatedAt || h.CreatedAt}} |
No hardware pricing found.
Automation Logs
View automation runs by region with customer-level outcomes and detailed logs.
Loading automation logs...
No automation logs matched the selected filters.
{{region.flag}} {{region.label}} Execution Hierarchy: {{ AutomationLogsActiveCron === "account_and_modules_check" ? "Run \u2192 Customer \u2192 Location" : "Run \u2192 Customer" }}
| Customer | Status | Log Lines | |||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| {{customer.customer_name || ('Customer ' + customer.customer_id)}} ({{customer.customer_id}}) | {{customer.status_label}} | {{customer.entries.length}} | |||||||||||||||||||||||||||
|
{{customer.customer_name ||
('Customer ' +
customer.customer_id)}}
({{customer.customer_id}})
{{customer.status_label}}
Customer Scope Events
Location Details
|
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