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Prove itGrowth Partner · Updated August 2026

Reporting dashboards

A practical view of leads, costs, sources, follow-up, deal movement, and team usage.

All features
Growth PartnerProve it
Last updated: August 2026Requires: Growth Partner
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 walk this feature — and the rest of the engine — against your actual listings and pipeline.

01

Book the first call

Bring the listings, CRM, and follow-up you already run. We map this feature against that work.

02

See the current implementation

Each page describes what is live today, what it needs, and which plan includes it.

03

Start with the smallest working set

Add only the jobs you need now. The rest of the catalog stays available.