Integrations & data · 2 min read
Reports & insights
What happened, what’s working, what needs you.
Your day starts with the morning briefing: what Charlie handled overnight and today’s priorities, written in plain language — not a dashboard you have to decode.
The Today page keeps live score — calls answered, leads qualified, jobs booked — always compared with yesterday, next to Charlie’s recommendations for what to do about it.
Digging deeper
The Reports page tracks your pipeline over time — enquiries, conversion, revenue — so the gut feeling ("busy month?") gets real numbers behind it.
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