Read off the records your team already works.
Leads by status, task completion, active sequences and workflows, project status, and billing — all computed from the same records reps touch every day. There is no second reporting system to keep in sync.
- report areas
- 6report areas
- sync jobs
- 0sync jobs
- source of truth
- 1source of truth
Total leads
128
18% win rate
Task completion
42%
92/220 tasks
Active sequences
7
9 total
MRR
$1,430
Growth plan
Invoiced amount
Trailing 12 months
Leads by status
Current pipeline distribution
The path a record actually takes.
- 01
Reps work the records
Leads move, tasks close, sequences send. Nobody fills in a reporting form.
- 02
Reports read them directly
Every figure is computed from the live rows, so there is no window where the report and the record disagree.
- 03
Scoped like everything else
What a person can see in a report follows the same visibility rules as the records underneath it.
What you get.
Leads by status
Where the pipeline actually sits, and the win rate that follows from it.
Task completion
Completed against overdue, per person and per project.
Active sequences
How many are running, and how many contacts are enrolled.
Active workflows
Which automations are live and how often they run.
Project status
What is on track, what has stalled, and what is waiting on a client.
Billing and seats
Plan, monthly revenue, and how many of your seats are actually used.
Never rebuild the same project twice.
We set up your workspace and your first admin. Your team joins by invite, and the next deal you close arrives as a project that is already moving.
- We set up your workspace
- Your team joins by invite
- Bring the pipeline you have
Prefer to talk first?
- 01
Deal marked Closed/Won
One status change
- 02
Project, milestones, 5 tasks
Drafted from the conversation
- 03
#harborview-onboarding
Channel opened, kickoff posted
- 04
Owner notified
In-app and browser push
Every step above runs from one status change.