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Reporting dashboards
A practical view of leads, costs, sources, follow-up, deal movement, and team usage.
Operator view
Leads
Follow-up
Pipeline
Usage
Representative — not a production capture. The walkthrough video for this feature is being filmed; every feature on the wall is getting one.
What it includes
Lead volume, spend, and source tags Assistant usage Pipeline movement Per-agent activity Campaign and listing performance
Common use
A founder or team lead needs to see where the business is moving without asking five people for updates.
Espo difference
The dashboard is powered by the same site, CRM, phone, and ad data.
Common questions
Asked about this feature.
What do the dashboards show?
Lead volume, spend, source tags, assistant usage, pipeline movement, per-agent activity, and campaign and listing performance — the operating picture of the business in one view instead of five status meetings.
Where does the data come from?
From the engine itself. The site, CRM, phone lines, and ad campaigns all run on the same records, so the dashboard reads reality — no CSV exports, no manually assembled Monday report.
Who is this for?
The founder or team lead who needs to know where the business is moving — which sources produce, which agents need help, which listings pulled leads — without turning into a spreadsheet manager.
Can it tell me if my team is actually using the system?
Yes — assistant usage and per-agent activity are part of the view. Adoption is measurable, which is how you catch the CRM going stale before it becomes a database of ghosts.
See it running on your market.
Thirty minutes with the founders, no deck. We’ll walk this feature — and the rest of the engine — against your actual listings and pipeline.
On the call we’ll look at your market and your current presence — and tell you plainly if this is overkill, or not yet for you.