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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Evacuation
|
---- |
----
--
|
-- |
--
(--)
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Notifications
|
---- |
----
--
|
-- |
--
(--)
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Reporting
|
---- |
----
--
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-- |
--
(--)
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Pre-registration
|
---- |
----
--
|
-- |
--
(--)
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Safety
|
---- |
----
--
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-- |
--
(--)
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Security
|
---- |
----
--
|
-- |
--
(--)
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Integrations
|
---- |
----
--
|
-- |
--
(--)
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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 | Legacy | Lite | Standard | Pro | Valid Until | Last Signed In | |||
|---|---|---|---|---|---|---|---|---|---|
| {{x.CustomerName}} |
|
{{x.LegacyLocations}} | {{x.LiteLocations}} | {{x.StandardLocations}} | {{x.ProLocations}} |
{{x.Subscription}} {{x.Subscription}} |
{{x.AccountValid}} | {{x.LastSignedIn}} |
-
Name:{{x.Name}}Status: {{x.Status || 'None'}} Subscription: {{x.Subscription || 'Unknown plan'}} Region: 🇦🇺 🇺🇸 🇪🇺 {{x.Country || 'NA'}} Hot Trigger: {{ x.HotTriggerType ? x.HotTriggerType : '-' }}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 StatusQuick 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.
Update your account details
Company
Contact name
Contact email
Contact phone
Address
ABN
Website
Update
Recent transactions
| Name | Description | Date | Total | Reconciled |
|---|---|---|---|---|
| {{x.Contact.Name}} | {{x.LineItems[0].Description}} | {{x.DateString}} | ${{x.Total}} | {{x.IsReconciled}} |
-
Conversions
-
-
Conversion %
-
Top Pages
Page Conversions {{ p.url }} {{ p.confirms }}/{{ p.count }} -
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 -
Trials
-
Avg per month
{{DemoTrialStats.AverageTrialsPerMonth}}
This Month
{{DemoTrialStats.TrialsThisMonth}}
Avg per week
{{DemoTrialStats.AverageTrialsPerWeek}}
Last Week
{{DemoTrialStats.TrialsLastWeek}}
{{DemoTrialStats.TrialsLastWeek}}
This Week
{{DemoTrialStats.TrialsThisWeek}}
{{DemoTrialStats.TrialsThisWeek}}
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}}
-
Website Polls
-
{{p.question}}
{{p.is_active==1 ? 'Active' : 'Inactive'}} Total votes: {{p.total_votes || 0}}
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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