Product demo. Sample data only.
ABA · All BIG Analytics

Know where you’re going, while you’re getting there.

Product demo · THE DASH

One hub that runs the whole job.

THE DASH: your entire dashboard, custom built to your business.

Clients, deals, documents, approvals and signatures in one place, built around how your team works.

Your engine is your tools, your people and your processes. Your vehicle is your business. The hub keeps the engine in sync so the work keeps moving.

Where others provide just the speedometer, we provide “THE DASH”.

Let’s build yours See the demo

Demo with sample data. Every company, person, document number and value on this page is fictional.

01 · Client hub

Companies, contacts, pipeline and follow-ups

Every client, contact and deal on one board, from first lead to renewal. Follow-ups surface on their own, so nothing stalls between steps.

hub › Clients › PipelineSigned in as Owner
Lead 1
Sample CaféDana WhitfieldsampleNext: Intro call Thu
Discovery 2
Sample ClinicMarcus BellsampleNext: Send question list
Sample LandscapingTess OkaforsampleNext: Review scope
Proposal 1
Sample StudioJordan ReyessampleNext: PROP-STD-002 in review
Signature 1
Sample Retail ShopPriya NatarajansampleNext: AGR-RSH-001 out for signature
Won 1
Sample ContractorAlex MorenosampleNext: Kickoff scheduled

Sample data. Values are fictional.

CompanyCodeIndustryOwnerStage
Sample StudioSTDWellnessOwnerProposal
Sample Retail ShopRSHRetailOwnerSignature
Sample ContractorCTRTradesOwnerWon
Sample ClinicCLNHealthcareOwnerDiscovery
NameCompanyTitleEmail
Jordan ReyesSample StudioManagerjordan@sample-studio.example
Priya NatarajanSample Retail ShopOwnerpriya@sample-shop.example
Alex MorenoSample ContractorManageralex@sample-contractor.example
Marcus BellSample ClinicManagermarcus@sample-clinic.example
DueWhoNext stepStatus
TodayPriya NatarajanNudge on AGR-RSH-001 signatureDue
TomorrowJordan ReyesWalk through PROP-STD-002Open
OverdueMarcus BellSend question listOverdue
ProjectClientStatus
Customer-retention dashboardSample ContractorIn Progress
Scheduling boardSample CaféOngoing

Sample projects.

02 · Documents

Numbered agreements and invoices, signed records kept with the job

Agreements, proposals and invoices each get their own number and are kept together. Signed records stay with the job.

hub › Sample Retail Shop › Documents
NumberTypeRelated toVersionStatus
AGR-RSH-001Agreement—v1Sent
PROP-RSH-001ProposalAGR-RSH-001v2Sent
JOB-RSH-001Job scopeAGR-RSH-001v1Draft
INV-0000 (sample)InvoiceJOB-RSH-001—Draft

Signed records (Sample Contractor, sample)

RecordSignedReplacesKept
AGR-CTR-001 v1Sample date—With the job
JOB-CTR-001 v2Sample dateJOB-CTR-001 v1With the job
AMD-CTR-001 v1Sample date—With the job

Earlier versions stay linked to the latest one.

03 · E-sign

E-signature on a secure signing page

Clients review and sign on a secure page connected to THE DASH.

From: Sample sender <you@yourbusiness.com> · CC: team@yourbusiness.com (sample)
Subject: 2 documents to sign: Sample Studio (sample)
YOUR BUSINESS

Hi Jordan,

Here is your signing link for 2 documents to sign in one place.

CompanySample Studio
Document 1AGR-STD-001 v1
Document 2JOB-STD-001 v1
Link expiresSample date
Review and sign

Thank you,
Sample sender, you@yourbusiness.com

Document 2 of 2: JOB-STD-001 v1
Each document has its own signature spots; nothing is final until Submit.
  • Signing email sent to jordan@sample-studio.example (sample)
  • Signed by Jordan Reyes (sample)
  • Signed copy kept with the job

Start here

See where your engine is taking your vehicle.

Start with a review of the data you already have. If a hub like this would help, we’ll build it around how your team works.

Let’s build yours