Unique Clients
0
Across all portfolios
SMB Clients
0
White Label Partners
0
Support Clients
0
In 2+ Portfolios
0
Cross-sold accounts
Good morning 👋
Here's what's happening across the Hub today.
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63
Total Clients
Active in platform
0
Products Tracked
Across all clients
0
Avg Products / Client
Significant upside potential
0
Upsell Opportunities
Across all products
0 / 0
Products Untouched
—
0%
Top Adoption
Highest adoption product
Recommended Next Moves
Nirvana Suggestions
AI Opportunity Radar · top white-space products
Product Adoption Rate
% of clients using each product
0 Products
Upsell Gap
Bigger bar = bigger opportunity
Products Per Client
Distribution of product count
0
clients
Full SMB Client Platform Matrix
0 clients
| Client Name | # Prods |
|---|
Rows per page:
0 of 0
12
Total Clients
Active in platform
0
White Label / Multilocation
Businesses with 2+ locations
0
Products Tracked
Across all clients
0
Avg Products / Client
Significant upside potential
0
Upsell Opportunities
Across all products
0 / 0
Products Untouched
—
0%
Top Adoption
Highest adoption product
Recommended Next Moves
Nirvana Suggestions
AI Opportunity Radar · top white-space products
Product Adoption Rate
% of clients using each product
0 Products
Upsell Gap
Bigger bar = bigger opportunity
Products Per Client
Distribution of product count
0
clients
Full White Label Partner Matrix
0 clients
| Client Name | # Prods |
|---|
Rows per page:
0 of 0
Event from your connected Google Calendar, if any
Task due date, visible to the whole team
Reminder set in the Hub, only visible to whoever set it
0
Clients with Voice Agent
0% of all clients
0
Clients NOT on Voice Agent
Upsell targets
0%
Adoption Rate
Across SMB, White Label, Support
0
Flagged for Review
Have a note attached
Voice Agent Adoption by Portfolio
How many clients in each portfolio use Voice Agent, vs. don't
Voice Agent Notes
Pulled from comments attached to the Voice Agent column during upload
0
SMB
0
White Label
0
Support
Portfolio
Activity feed date range
to
Flagged Review Records
Top 5, most recently added
Insights
Activity Feed
$0.00
total this period
Total Minutes
0
Clients Tracked
0
Avg Cost / Client
$0.00
Uploads on File
0
Upload History
0
Using Yelp
Across all portfolios
0
Using Google LSA
Across all portfolios
0
Using Thumbtack
Across all portfolios
0
Using At Least One
Yelp, Google LSA, or Thumbtack
0
Flagged for Review
Stale leads: 7 days–6 months
Adoption Rate by Product & Portfolio
% of each portfolio's clients using each product
Breakdown by Product & Portfolio
How many clients use each product, split by dashboard — click a number to see who
| Product | SMB | White Label | Support | Total |
|---|
Businesses with a Stale Last Lead
Automatically detected from comments mentioning when the last lead was handled — flagged when that's anywhere from 7 days to 6 months ago
Portfolio
Product
Date range
to
Flagged Review Records
Oldest stale leads first
Yelp / Google LSA / Thumbtack Notes
Pulled from comments attached to these columns during upload, across SMB, White Label, and Support
Insights
Activity Feed
Business Health Report
Monthly · last 30 days
Reports are generated fresh from live data — nothing is pre-baked. Note the Customer Inventory tab is not period-scoped; it always shows current values.
Answer the Key Questions
The reason this page exists — quick, consistent, confident answers, not a data dig.
Customer Segmentation
Reuses the same health scoring already used for individual client risk flags across the Hub — engagement, task backlog, and billing friction combined into one score per organization.
Customer Health
Customer Inventory
0 organizations
| Organization | Status | Plan | Owner | Billing | Last Activity | Monthly Rate | Google Ads Management | Pay as You Go | Total |
|---|
Revenue
Based on manually-entered Monthly Rate and Google Ads Management values.
Platform Adoption
Workflow runs and AI actions inside the real Niche platform — not yet connected, see below.
Reconciliation
Documenting what doesn't line up — not forcing the data to fit.
Working Definitions
Common language for the whole team, so reporting means the same thing to everyone.
What Can We Report With Confidence Today?
28
Total Clients
Active in platform
0
Products Tracked
Across all clients
0
Avg Products / Client
Significant upside potential
0
Upsell Opportunities
Across all products
0 / 0
Products Untouched
—
0%
Top Adoption
Highest adoption product
Recommended Next Moves
Nirvana Suggestions
AI Opportunity Radar · top white-space products
Product Adoption Rate
% of clients using each product
0 Products
Upsell Gap
Bigger bar = bigger opportunity
Products Per Client
Distribution of product count
0
clients
Full Support Client Matrix
0 clients
| Client Name | # Prods |
|---|
Rows per page:
0 of 0
0%
Monthly Goal Progress
$0 / $0
0
Goals On Track
0% of total goals
0
Goals At Risk
0% of total goals
0
Goals Off Track
0% of total goals
0%
Weekly Completion Rate
Avg. last 4 weeks
1.00x
Bi-Weekly Pace
On target pace
Monthly Goals (0)
| Goal | Owner / Team | Target | Current Progress | Status | Due Date |
|---|
Monthly Progress Trend
Average goal progress over time
Weekly vs Bi-Weekly
Goal Completion Mix
Goal History
Real version audit trail
Current Scores
All three KPIs side by side — target is 5 stars across the board
Score Trend Over Time
Every logged update, tracked automatically
SOPs & Playbooks — By KPI
Product Adoption Roadmap
Workflow Builder
DRAFTDesign intelligent automations with our visual workflow builder.
NIRVANA AI ASSISTANT
Live workflow guidance
Chat Widget
Leads Over Time
Resolution Breakdown
Recent Activity
Lead Funnel
Appointment Performance
AI Insight
Configure Widget
Conversation Flow
Data to Collect
Website Preview
How it looks live on a client's site
yourclientsite.com
Tone
Style
Traits
Embed Code
Paste this before </body> on your client's website.
0
Knowledge Entries
Available for Nirvana to search
0
Website
Pulled from pages
0
Docs
Reference material
0
SOPs
Standard procedures
What Nirvana Knows
Ask it things like "What's our SOP for onboarding?" or "What does our website say about pricing?"
Editing Catalog For
10
Products in Catalog
Tracked across all clients
0
High Priority
0
Medium Priority
0
Targeted Priority
Add a New Product
It will appear instantly across the table, charts, KPIs, and upsell playbook
Current Product Catalog
Click priority to change it · Remove deletes from every chart and the client table
0
Businesses Tracked
$0
Total Monthly Budget
0
Promo Eligible
0
Already Using
Budget by Business
Top businesses by monthly ad spend
Promo Eligibility
Breakdown across all businesses
0
businesses
Add a Business
Tracks budget, add-ons, promo status, and internal notes per business — add one at a time or upload a list
Businesses
0 businesses
Rep performance, product catalog & pricing, commissions & bonuses
Showing sales closed in the selected month
No sales logged for this month
Use "Log Sale" above to record a deal, or pick a different month.
Leaderboard will appear here
Ranks reps by closed revenue for the selected month, once there's at least one logged sale.
List price and billing type edit inline and save immediately, applying across all portfolios (SMB, White Label, Support use the same 10 products). Units Sold and Revenue reflect the month selected on the Overview tab, combined across all portfolios. Adding or removing products themselves still happens in Growth Tools → Manage Products.
| Product | List Price | Billing | Units Sold | Revenue |
|---|
Commission Rules
| Rule | Basis | Portfolio | Rate | Status |
|---|
Bonus Tiers
| Tier | Threshold | Bonus | Status |
|---|
All three bonus threshold types are live. Quota-based tiers read their targets from Growth Tools → Goals; attainment is measured from logged sales, not from a goal's manually-entered progress.
Quota Attainment
For the month selected on the Overview tab
| Rep | Measured Against | Target | Actual | Attainment |
|---|
Monthly Payouts
For the month selected on the Overview tab
| Rep | Base Commission | Bonuses | Total Payout | Status |
|---|
Every cell edits and saves inline. Sourcing, qualifying, and closing an opportunity are often different people — anyone signed in can edit this sheet, not just admins.
0
Total Opportunities
0
Open
0
Won
—
Win Rate (decided deals)
Pipeline Funnel
Entered → Qualified → Passed to Pasquale → Won, all-time
Win Rate by Lead Source
Won ÷ (Won + Lost) per source
| Opportunity / Account | Lead Source | Sourced By | Date Entered | Qualified? | Date Qualified | Passed to Pasquale? | Date Passed | Closed By | Outcome | Close Date | MRR / Value | Lost Reason |
|---|
$0.00
Total Impact
This month
$0.00
Charges to Bill
0 items
$0.00
Not Charged Yet
0 items
$0.00
Overage Questions
0 items
$0.00
Taxes
0 items
$0.00
Recouped
0 items
Reconciliation Board
0 records
Inbox & Imported Notes
0
Unresolved Items
0
AI Recommendations
Client Billing Profiles
Billing Health Score
Monthly Record Tracker
This Month's Activity
Year to Date Impact
$0.00
Total non-standard billings
Top Categories YTD
0
New
Nobody has responded yet
0
Contacted
0
Booked
0
Last 7 Days
0
All Leads
Leads
0 leads
| Received | Name | Contact | Client | Service | Source | Status |
|---|
Viewing
0
Accounts
$0
Total Owed
$0
Amount Collected
Payment Plan & Resolved · this tab only
0
Needs Attention
Pending, In Review, or Escalated
0
Resolved
Accounts by Status
Breakdown of this tab's accounts
0
accounts
Amount by Status
Dollar total per status
Add Outstanding Balance
Or upload a list below — every account gets a status and a running note history
Outstanding Balances
0 accounts
Integrations
Connect your tools — more are on the way
Sync Activity
Real-time event log
0
In Progress
—
0
At Risk
No activity in 7+ days
0
Waiting on Client
—
0
QA Review
Of active pipeline
0
Live This Week
Went live in the last 7 days
Onboarding Pipeline
0 in progress