Pipeline dashboard
Volume, velocity, and conversion by stage, updating live, reading from the same records your team works in so it cannot disagree with them.
The end of the status meeting
Stop asking someone how the pipeline is doing.
Real-time visibility into pipeline, response time, and conversion, built on the data model the rest of the system already writes to.
- LiveNot a Monday spreadsheet
- DefinedEvery metric, in writing
- AlertedBefore you would have noticed
You already know if this is you
What it looks like before this exists.
If two or more of these are familiar, this is the system to build first.
- Reporting means someone builds a spreadsheet on Monday
- Two dashboards disagree and nobody knows which is right
- You find out a stage is broken a month after it broke
- Attribution is a debate rather than a number
No slideware, no strategy deck
What physically gets built.
Response-time tracking
Time to first touch by source and by owner. Usually the first number that changes after a build, and the easiest to argue from.
Source attribution
Which channels produce revenue, not just leads, tracked end to end from first touch to closed.
Anomaly alerts
Thresholds on the numbers that matter, so a stage that stops converting pages you the same week instead of the next quarter.
Scheduled digests
The weekly summary lands in your inbox or Slack already written, with the changes worth looking at called out.
Definitions doc
Every metric on every dashboard defined in writing. Half of all reporting disputes are two people using one word for two things.
Apply to work with usScoped on the call. No deck, no pitch.
Three beats, start to handover
How this one actually runs.
Beat 1 of 3
Agree the numbers
We settle what each metric means and who it is for before anything is built. Dashboards that skip this step get argued with and then ignored.
Beat 2 of 3
Build on live data
Dashboards read from the operational system directly, so there is no nightly export to go stale and no second copy to disagree.
Beat 3 of 3
Set thresholds
Alerting tuned against a few weeks of real data, so it fires on things that matter and stays quiet otherwise.
Commonly built on
- Looker Studio
- Metabase
- Airtable
- Go HighLevel
- Google Sheets
CliqHQ holds no reseller relationships. Nothing on this list is a default we are paid to recommend, and we build on whatever fits your business.
Asked every time we scope this one
Two things worth settling early.
Can we keep using our own spreadsheets?
Yes, and some clients do for specific one-off analysis. The difference is that the spreadsheet stops being the source of truth and starts being a view of it, so it can go out of date without anything downstream breaking.
Who maintains the dashboards afterwards?
You do, and the handover covers it. They are built on tools with a visual editor rather than in code, precisely so that adding a chart later does not require calling us.
One call, no deck, no pitch
Bring us the mess. Leave with the map.
On the call we go through your stack, your workflows, and where the hours and the leads are going. You leave with the leak map whether or not you work with us.
- 30 minutes, one call
- You keep the audit either way
- No retainer trap, ever