private / NDA2026

Multi-Department KPI Dashboards

Every team's numbers, without a single cross-team ping.

department views

GoHighLevelGoogle Sheetsn8nCustom Reporting Layer

Asking a department for its numbers

Ping the team that owns the tool
Wait for someone to export it
Reconcile it against another export
Numbers that disagree, and no way to say why

Now

Operators log activity, not numbers
Every rate and total is derived
One layout per department, same engine
Closing a month updates the year view

Four departments, one pattern

runs itselfneeds a person

01human
Log the activity
dials, spend, demos, cash
02
Derive the rates
show rate, CPL, close rate
03
Roll up the month
actual against target
04
Roll up the year
reads through from the months

The operator's only job is the leftmost box. Everything to the right of it is a formula, which is why the numbers can't drift between two people's spreadsheets.

The views

Executive month view: metrics by week, monthly actual against target, and a status column colour-coded from the variance — The executive month. Weekly entry on the left, actual against target on the right, and a status column that colours itself from the variance — so the eye lands on the two red rows, not the forty black ones.

Annual roll-up: goal and actual columns for each month across every tracked metric — The year. Every cell reads through from a month tab, so closing a month updates this with no re-entry.

Sales dashboard: headline tiles, two trend charts, and a monthly funnel from scheduled calls to cash collected — Sales. Tiles and trend charts driven off the same funnel table underneath them — scheduled calls through to cash collected.

Paid acquisition dashboard: monthly ad spend, leads, cost per lead, intro calls booked and show rate — Paid acquisition. Spend and lead volume aggregate out of the raw ad and call exports; cost per lead, DQ rate and show rate are all derived from them.

Call centre funnel by month: dials, conversations, demos booked, show rate and closes — The call centre, month by month — dials through to cash, with the conversion rate at every step.

Why it holds

One number, one owner: Each figure is entered in exactly one place. Everything else references it.
Targets live beside actuals: A number with no target is trivia. The status colour comes from the gap between them.
Empty months stay empty: A year view that shows zeros for months that haven't happened teaches people to ignore it.
Shown with sample data: The live instances hold client revenue. Every screenshot here is the same build filled with made-up figures.