Client reporting dashboards

Every client gets a dashboard that belongs to them. It is how you see lead generation moving, without waiting on a recap email and without sitting in a workspace shared with other companies.

One view for your team

Access stays with your people. The records in the portal are the accounts and contacts from your engagement. They are not mixed with anyone else’s pipeline.

A status on every prospect

Each record shows where it stands:

• Researched, while we are still deciding if the account fits.
• Verified, after the named contact and the email have passed the checks.
• In sequence, once outreach has started.
• Replied, when someone answers.
• Bounced, when an address fails, so it is visible and not reused by accident.

The picture on the homepage is an illustration. It is labeled that way. Live rows appear only inside your portal.

What it is not

The dashboard is not a public scoreboard and it does not invent a grade for the campaign. It shows the state of the work. If you need a number we have not published, we will not put a placeholder in its place.

Not in the portal yet

Tracked landing pages, weekly scorecards, and automated workflows are in development. They are described on the homepage as what is next. They are not part of the dashboard today.