headline KPIs
Revenue, opportunities, leads, conversion, spend and cost per lead.
Executive and reporting
A leadership view that starts with results.
Revenue, targets and the changes that matter, without opening five tools.
From the AnchorIQ dashboard. Sample data.
6
12
month trend
A chart you can annotate with dated notes.
3
report formats
PDF, spreadsheet or CSV.
The screens behind it.
Point at a screen to see what it shows and what is included.
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Forecast and compare.
Expected leads, conversions and revenue against target, and side by side comparison of periods, workspaces, teams or sources.
Actual against projected, with a range
A summary sentence with every comparison
Reports and alerts.
Build a report from the KPIs and charts you choose, as PDF, spreadsheet or CSV. Alert rules watch a metric and notify the right people.
Branded PDF export and sharing
Alert rules by metric, condition and value
Personal dashboards built from widgets
Six numbers from one source.
The executive summary reads its six KPIs from the same model as every other page. Point at a box to follow its path.
How it works in the dashboard.
- Open the Executive summarySix KPIs, then the top team, the biggest risk and key changes in plain sentences.
- Check GoalsEvery target shows progress, variance and whether it is on pace.
- Share or scheduleExport a branded PDF, or build a report and choose who receives it.
Walk into the meeting with the answer.
See the leadership view on your own targets.
The decisions it helps you make.
Are we on pace
Goals show pace for every target.
Where the risk is
The summary names the biggest risk in plain words.
What changed this month
Key changes are listed with their figures.
Good to know.
What ships first?
Goals, alerts, PDF export and sharing are in the first release. Executive summary, forecast, compare and scheduled reports follow.
Who can see executive pages?
Management and managers by default. Roles and their scope are set per company.
Can figures be trusted?
Each metric has one written definition, and a status chip shows if a source is live, stale or unavailable.
Keep exploring.
Sales and leadsEvery lead from first enquiry to closed won.MarketingSpend judged by qualified leads and wins.Agents and teamsQueues, scorecards and escalation.Listings and portalsInventory and portal quality, with what to fix.IntegrationsThe marketplace of connections.Mobile appLeads, pipeline and alerts on your phone.