Sales Performance Dashboard
Track business metrics, KPIs, revenue, and team performance
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Upload Your Data
Drag & drop or click to select
Supports .csv, .xlsx, .xls
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Latest Updates
Stay in the Loop
Get notified when we ship new features, performance boosts, and product improvements.
December 18, 2025
Engagement & Search Power-Up
Large update focusing on how we communicate with you and how you find your data.
- New Dashboard Metrics - Lifetime Value (LTV), on-going revenue, and average bookings per customer.
- New Newsletter & Updates — Subscribe to get the latest features delivered to your inbox.
- Advanced Table Search — Search the Customer Bookings table by Customer, Provider, or Staff simultaneously.
- Smart Column Mapping — Improved CSV uploader automatically detects your data headers with higher accuracy.
- Floating Feedback Widget — Easily report bugs or request features with Loom video and file support.
- Clean Financials — Data now shows rounded dollars for cleaner readability while keeping margins accurate.
- Revenue Classification — New logic to distinguish between one-time and recurring revenue streams.
- Admin Broadcasts — We can now instantly notify all subscribers of new major updates.
December 16, 2025
Performance & Accuracy Update
We have rebuilt how the dashboard handles dates to make it faster and more reliable.
- Global Date Selection — changing dates now instantly updates everything significantly faster.
- Fixed subtle date bugs where some charts might have been off by a day.
- Under-the-hood improvements to make the app feel snappier.
December 8, 2025
Major Dashboard Update
We have completely revamped the dashboard with better navigation, privacy controls, and more insightful metrics.
- Rebranded to "Sales Dashboard App" with a new tagline: "One interface for your most important KPIs"
- Added "Lifetime Value" (LTV) metric to track cumulative revenue per customer
- Added "Unique Customers" metric to see distinct customer counts
- Privacy Mode now hides customer last names for safer screen sharing
- Added a Reset Data button to easily clear your session
- Added a page refresh warning to prevent accidental data loss
- Faster initial load — dashboard now defaults to "This Month"
- Fixed timezone bugs so dates no longer shift unexpectedly
- Improved navigation styling for better visibility