mirylo
Dashboard & attribution

The number looks good. What is behind it?

See which inquiries fit, which booked and which became won work. Then open the records.

Try the reportDiscuss your report

Start with a question. Then open the record.

Four inquiries. Four different questions.

Choose a name to change the demo.

Or explore the product freely.
Need more room?Open in a full window

Only Business Overview and Sales are enabled in this public demo.

Read it like an owner

Three questions. Three places to look.

  1. 01

    Are these the jobs we want?

    Check work types, territories and qualification reasons.

  2. 02

    Where does the next step stall?

    Inspect unbooked inquiries and open estimates.

  3. 03

    Can we explain the total?

    Open the records. Check the definition, date and latest update.

Use the weekly review guide
Make the numbers useful

Agree what counts before counting it.

A useful distinction
01Won estimate valueAccepted work in the CRM
Money collectedPayment records under a separate definition
Synthetic demo above. Exact metrics and source coverage depend on the agreed setup.
Read the definitionsCheck your systems
Before the conversation

A few things you may be wondering.

Can we start with reporting only?

Yes, with a review of your sources and reporting question. Compatibility and the required connection determine the scope.

Is the demo my exact future dashboard?

The interface comes from the current product code. Its public sample data and available sections are limited; your setup depends on your records and agreed scope.

Can you recover missing history?

Only where your systems retained the relevant information. Missing original attribution cannot always be reconstructed.

Bring the report you keep questioning.

We’ll work through the next useful step together.

Talk through your workflow