I’m super excited to officially launch KPI Dashboards 🎉
Your incentive plans and KPI dashboards should live in one platform and we’re super excited to bring that to life today.
Incentive plans are driven by KPIs like revenue, margin, callbacks, reviews, etc. And these KPIs all have thresholds and/or goals that are tied to them.
Most businesses are tracking these KPIs from CRM platforms like ServiceTitan, Housecall Pro, Jobber, BuilderTrend, and more. We are racing to build integrations into all of these platforms. More on that soon.
Your incentive plans will help your track and improve the critical KPIs that drive your business outcomes.
We know you want an easy way to track performance, keep your team in the loop, and actually use your data to make decisions—so we built exactly that.
We also created this Essential KPI Guide so you know exactly which KPIs you should be tracking.
For Admins: Full Control & Insights
With KPI Dashboards, you get a clear, real-time view of revenue, margins, call-backs, and any other key metrics you wish to track. Spot trends, analyze performance, and make data-driven decisions without digging through spreadsheets. You also have complete control over what employees see—whether it’s a high-level progress update or full dashboard access. Updating is simple too—just upload reports directly or send them via email, and the dashboard takes care of the rest. Plus, with integrations coming soon for QuickBooks, ServiceTitan, and more, tracking KPIs will only get easier.
For Employees: Clear Goals, No Guesswork
Your team won’t have to wonder where they stand either—they’ll be able to see their progress toward company goals in real time, so they always know what to focus on and can course-correct if necessary.
KPI Dashboards are live—start using them today and see the difference.
Be sure to sign up for a demo now
or
if you’re ready to go, get started now with our 10x incentive plan design package.