Company

Here you will learn how to use the Company dashboard.

Company Walkthrough

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Understanding the Company Dashboard 📊

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Company 📊 is a dashboard designed to help you showcase data related to your company’s financial situation, including all payments, revenue, expenses, profitability, refunds, growth, and taxes paid.

It is important to note that, unlike the Calls_Sales report, which only tracks revenue from sales calls, the Company report provides a complete picture of all income entering the business from every source.

It not only offers a complete view of your business’s financial health—from whether revenue is being realized or still pending, to how much income comes from follow-up efforts, business growth, expenses, expense types, commissions, salaries, and everything related to money flowing in and out—but also provides valuable insights into the people behind those numbers. This includes key details on customer profiles and outcomes, such as onboarding status, graduation days, and overall progress of your customers in your services or programs.

By keeping this information on track, you can make informed decisions, identify opportunities or risks early on, and ensure no client’s journey is overlooked. The data displayed here comes from the Input Tables of Expenses 🤝, Payments 🤝, and Calls_csm 💸.

ExpensesPaymentsCalls_csm

Here is a visual example of what this dashboard looks like:

To better understand each section of the dashboard, we recommend reviewing the dashboard’s UI design, which you can consult here:

UI Design

You’ll also encounter many terms used within the dashboard that may be unfamiliar to you. Don’t worry, you can find complete definitions here:

Company Terms

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How to Use It Like a Pro

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Now that we understand what this dashboard is and the information it provides, that alone isn’t enough. To truly benefit from the data, we need to approach it with a business mindset and ask the right questions. That’s why the Filtering section is the most crucial part of using any dashboard effectively—it determines what data is shown and how it’s presented. Without knowing how to use the filters to answer the questions that matter to you, the information loses its value.

You can consult the Filtering section to understand it better here, read it, and then come back:

Filtering

If you're unsure what a filter does or what a term means, you can find all filter definitions here:

Filtering Terms

Now that we understand how to use the filters and where to find their definitions, we’re ready to ask better questions that lead to smarter business decisions.

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Most Used Filters in Company 📊

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Below are some of the most frequently used filters and their benefits in optimizing your operations.

• NOT_Filled: Enables you to quickly identify payments that require verification or have issues so that you can address them promptly.

• by Split Pays Remaining: Shows all split-pay agreements and highlights any remaining unpaid amounts, helping you track outstanding balances.

• All Commissions: Provides a comprehensive view of total commissions paid to your team, allowing you to monitor margin health.

• by Sales Rep: Displays commissions owed (or already paid) per sales rep, facilitating quick reviews and timely payments.

• by Manager: Tracks commissions associated with managers, giving you clear insight into what’s owed and enabling efficient payouts.

• All Expenses (🤝🏢): Provides an overview of all registered expenses, enabling you to identify anomalies or unexpected charges.

• by Type (🤝🏢): Breaks down spending by expense category, allowing you to check each area against your budget.

• by Counterparty (🤝🏢): Reveals who you're paying the most—helpful for renegotiating deals based on volume.

• by Software (🤝🏢): Shows which software tools are essential—and which subscriptions you might eliminate to cut unnecessary costs.

• by Adspend (🤝🏢): Helps you analyze ad budget allocation, identify high-performing campaigns, and eliminate underperforming spend.

• by Salaries (🤝🏢): Provides an overview of salary expenses, enabling easy monitoring of payroll outlays.

• Closer: Evaluates each closer’s revenue performance, helping you assess sales effectiveness.

• Setter: Tracks revenue generated by setters, offering insights into their contribution.

• Triager: Offers visibility into revenue driven by triagers, ensuring you can measure their impact.

• Cold Caller: Shows revenue results from cold callers, giving you insight into their effectiveness.

• Payment Method: Identifies the most commonly used payment channels—such as Stripe—so you can negotiate better rates or promote lower-cost options, like bank transfers.

• Payment Deal: Reveals which payment types (split-pay vs. full-pay) are most popular. If many opt for deposits, you can investigate your offer, sales process, or rep conversion rates.

• From Follow-Up?: Shows revenue attributed to follow-ups. If results are low, this highlights an opportunity to refine follow-up strategies.

• Customer Journey: Helps you view the entire customer journey of a particular client, allowing you to see how everything unfolded.

• by Customer_Email: Filters by customer email, allowing you to access all information related to the payments made by each client.

• Not-Onboarded (🤝🏢💼): Helps you identify all paying clients who haven't been onboarded. This allows you to give them the necessary attention to prevent refunds and ensure they get the most out of the program.

• Not-Coached (🤝🏢💼): Helps you identify all paying clients who haven't received coaching, so you can support their progress.

• Graduated (🤝🏢💼): Allows you to see all clients who have graduated. You can recognize patterns among them or directly ask what helped in their journey to improve your offer and product.

• Not-Graduated (🤝🏢💼): Helps you identify clients who haven't graduated so you can support them in their journey. Use it with the Filter "Days in Total" to see clients within a specific date range, as they are paying customers.

• Onboarding Days (🤝🏢💼): Helps you assess the effectiveness of your onboarding process. A quicker onboarding can reduce refunds.

• Coaching Times (🤝🏢💼): Shows how many coaching sessions each client has received. You can use this data to find correlations with graduation rates, for example.

• Graduation Days (🤝🏢💼): Helps you see how long it took clients to graduate. If most are not achieving graduation, it may indicate areas for improvement.

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