Client Overview
Client Dashboard
Analytics
Traffic & Conversions
Sessions
0
Users
0
Conversions
0
No Google Analytics data available for the selected range.
Search Console
Top Performing Pages
| Page | Clicks |
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Page Speed
Performance Snapshot
Rank Tracker
Keyword Visibility
Backlinks
Recent Signals
Website Audit
Site Health Overview
Email Marketing
Campaign Engagement
Social Media
Latest Activity
Tasks
Open Work
Clients
| Client | Location | Data Sources | Date Created | Actions |
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Administrators
Manage organization-level administrators and staff accounts.
| Name | Role | Status | Actions |
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Websites
Websites shown here are scoped to the selected client.
| Website | Domain | Platform | E-commerce | GSC | GA4 | Actions |
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Email Marketing Analytics
Analytics
Campaigns
| Provider | Campaign | Status | Sent | Open Rate | Click Rate | Last Updated |
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Audiences
| Audience | Subscribers | Created | Integration | Actions |
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Automations
| Name | Started | Emails Sent | Open Rate | Click Rate | Actions |
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Campaign Details
Preview
HTML Content
Plain Text
Audience
| Contact | Status | Subscribed | Actions |
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SEO Overview
High-level insights from Search Console, Page Speed, Rank Tracker, Backlinks, and Website Audits.
Loading SEO insights…
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Overall SEO Score
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Connect SEO data sources to calculate an overall score.
Search Console
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Connect Google Search Console to view metrics.
Page Speed
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Run Page Speed Insights to collect scores.
Rank Tracker
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Add keywords to track progress.
Backlinks
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Run a backlink check to view results.
Merchant Center
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Connect Google Merchant Center to view feed health.
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Issues
Website Audit
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Run a website audit to view scores.
Search Console Snapshot
Connect Google Search Console to view metrics.
| Page | Clicks | Impressions | Avg Pos |
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Page Speed Highlights
Run Page Speed Insights to collect scores.
| Website | Strategy | Performance | Fetched |
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Rank Tracker Highlights
Add keywords to begin tracking rankings.
| Keyword | Change | Location |
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Backlink Highlights
Run the backlink checker to view sources.
| Source | Title | Strength | Discovered |
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Website Audit Overview
Run a website audit to evaluate on-page SEO.
| Page | Score | Load Time | Audited |
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Page Speed
Google PageSpeed Insights scores for the selected client's websites.
| URL | Strategy | Performance | Accessibility | Best Practices | SEO | Last Fetched | Insights |
|---|---|---|---|---|---|---|---|
| Connect Google PageSpeed to view metrics. | |||||||
Rank Tracker
Track how your website ranks on Google and Bing. Keywords refresh every 30 days or whenever you run them manually.
| Keyword | Website | Location | Bing | Last Run | Next Run | Actions | |
|---|---|---|---|---|---|---|---|
| Add keywords to start tracking rankings. | |||||||
AI-powered ideas pulled from related searches and trends.
| Suggested Keyword | Source | Last Seen | Actions |
|---|---|---|---|
| Run a keyword check to generate new suggestions. | |||
Sessions
0
Users
0
New Users
0
Engaged Sessions
0
Top Channels
| Channel | Sessions | Users | Engaged |
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| No data yet. | |||
Top Pages
| Page | Views | Engaged | Avg. Duration |
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| No data yet. | |||
Active users
0
Events (last 30 min)
0
Views (last 30 min)
0
Top countries
| Country | Active users |
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| No data yet. | |
Devices
| Device | Active users |
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| No data yet. | |
Channels
| Channel | Sessions | Users | New users |
|---|---|---|---|
| No data yet. | |||
Source / Medium
| Source | Medium | Sessions | Conversions |
|---|---|---|---|
| No data yet. | |||
Top locations
| Country | Sessions | Users |
|---|---|---|
| No data yet. | ||
Engagement rate
0%
Avg. engagement time
0s
Engaged sessions
0
Top events
| Event | Count | Users |
|---|---|---|
| No data yet. | ||
Top pages
| Page | Views | Engaged | Avg. duration |
|---|---|---|---|
| No data yet. | |||
Sitemaps
| Sitemap | Type | Status | Last submitted | Last read | Details | Warnings | Errors |
|---|---|---|---|---|---|---|---|
| Select a property to view sitemaps. | |||||||
Backlink Checker
Discover recent backlinks referencing the selected website.
Website Audit
Review on-page SEO and accessibility checks for each client website.
Tasks
Track work manually for the selected client and mark items completed as they progress.
| Task | Submitted | Open For | Status | Actions |
|---|
Google Search Console Report
Select a client to view Search Console metrics.
Total Clicks
0
Total Impressions
0
Average CTR
0.00%
Average Position
0.00
| Page | Top Queries | Clicks | Impressions | CTR | Avg Position |
|---|---|---|---|---|---|
| Select a client to load data. | |||||
Reputation
Track, review, and respond to customer feedback from connected platforms.
Yelp Business Profile
Yelp Business Profile
Rating
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Reviews
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Last review
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Connect Google Business Profile or Yelp in Data Sources to begin collecting reviews.
Loading reviews…
| Reviewer | Feedback | Rating | Source | Actions |
|---|---|---|---|---|
| Select a client to view reviews. | ||||
Profile
Client Users
Manage user access for the selected client. Choose a client from the sidebar to view and edit memberships.
| Name | Client Role | Status | Actions |
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Merchant Center Overview
Monitor feed health, surfacing issues, and performance trends from your Google Merchant Center connection.
Last synced —
Connect Google Merchant Center from the Data Sources tab to unlock feed monitoring, product diagnostics, and Shopping performance insights.
Approved
Approved products
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Across all active feeds
Issues
Items with issues
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Require review or fixes
Clicks
Clicks (30 days)
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Shopping ads + free listings
Impressions
Impressions (30 days)
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Across all networks
Performance (30 days)
Performance data will populate after the next sync.
Account issues
No issues detected. Keep an eye on Diagnostics for new alerts.
Top products
| Product | Clicks | Impressions |
|---|---|---|
| Data will appear here soon. | ||
Products & Feeds
Review feed imports, product statuses, and pending disapprovals.
Connect Google Merchant Center to audit product feeds, surface disapprovals, and monitor pricing accuracy.
Feed summary
Feed diagnostics will be displayed here after syncing.
Product status breakdown
| Destination | Approved | Limited | Disapproved |
|---|---|---|---|
| No Merchant Center data available yet. | |||
Active item issues
You're all set. We'll list product-level errors and warnings once Google reports them.
Performance
Track clicks, impressions, and conversions across ad networks and surfaces.
Connect Google Merchant Center to visualize Shopping performance metrics and benchmark trends.
Trend
Performance charts will render here after data sync completes.
Top performing countries
| Country | Clicks | Conversions |
|---|---|---|
| Awaiting Merchant Center metrics. | ||
Marketing
Keep tabs on Shopping campaigns, free listings, and promotions surfaced by Google.
Connect Google Merchant Center to review Shopping campaign performance and active promotions.
Shopping campaigns
| Campaign | Spend | ROAS |
|---|---|---|
| No active campaigns detected yet. | ||
Promotions & free listings
We'll list eligible promotions, free listing opportunities, and their status once Google reports them.
Growth Opportunities
Review Google's recommendations to increase visibility and conversions.
Connect Google Merchant Center to surface growth recommendations and opportunities.
Recommendations
No recommendations yet. Once Google publishes suggestions, they'll appear here with impact estimates.
Merchant Settings
Verify account ownership, business information, and automatic improvements.
Connect Google Merchant Center to view account identifiers, users, and shipping settings.
Account details
- Account ID
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- Store name
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- Website
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- Time zone
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Shipping & returns
Shipping services, return windows, and automatic improvements will be displayed here when available.
Users
Merchant Center user access will sync after authorization.
Call Rail Overview
Track inbound call performance, attribution, and conversation outcomes from your CallRail integration.
Last synced —
Open CallRail
Connect CallRail from the Data Sources tab to unlock call tracking analytics, conversation insights, and attribution dashboards.
Total calls
Last 30 days
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Across all tracking numbers
Answered
Handled by team
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Agents connected
Missed
Unanswered calls
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Follow up opportunities
Qualified
Conversion rate
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Marked as qualified leads
Call volume trend
Last 8 weeksTop source: —
Call volume trend visualization appears here when data is available.
Call Activity
Review the most recent calls, their sources, durations, and conversation highlights.
Connect CallRail to monitor call transcripts, keyword spotting, and outcome tagging without leaving the CRM.
| Caller | Tracking number | Source | Duration | Outcome | Agent |
|---|---|---|---|---|---|
| Loading recent calls… | |||||
Call Reports & Attribution
Visualize marketing source performance, conversation intelligence scores, and trending outcomes.
Connect CallRail to unlock attribution reporting, keyword spotting, and conversation intelligence analysis.
Top marketing sources
Source attribution charts appear here when connected to CallRail.
Conversation intelligence
—Keyword spotting, sentiment, and agent score trends display once synced.
Outcome breakdown
| Outcome | Calls | Conversion % | Avg. duration |
|---|---|---|---|
| Awaiting CallRail analytics. | |||
Call Rail Settings
Review tracking numbers, routing destinations, and conversation automation.
Connect CallRail to manage tracking numbers, call flows, and automation from within the CRM.
Tracking numbers
| Number | Destination | Source | Status |
|---|---|---|---|
| Syncing tracking numbers… | |||
Automation & alerts
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EnabledMissed call alertsSend SMS and email alerts when calls go unanswered for 5 minutes.
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EnabledKeyword spottingAutomatically tag calls mentioning priority keywords.
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EnabledCRM syncSend qualified call events directly into the sales pipeline.
Connected integrations
Google Analytics, HubSpot, and Slack alerts are currently synced via CallRail.
Data Sources
Connect and manage API integrations via OAuth
0
active integrations
16
total platforms
SEO
Google Search Console
Track search rankings and performance
Google PageSpeed
Audit Core Web Vitals and performance scores
Bing Webmaster Tools
Monitor Bing search performance and indexing
Analytics
Google Analytics (GA4)
Monitor website traffic and user behavior
Commerce
Google Merchant Center
Sync product feeds and shopping performance
Call Tracking
CallRail
Import call tracking analytics and conversation data.
Reputation
Google Business Profile
Manage local business presence and reviews
Yelp Reviews
Import Yelp business reviews for monitoring
Email Marketing
Mailchimp
Sync subscribers and email campaign metrics
Constant Contact
Import lists and track engagement performance
Social Media
Facebook
Manage organic Facebook presence and insights
Instagram
Track Instagram engagement and audience
YouTube
Import channel videos and track engagement
TikTok
Connect TikTok Business to review performance
LinkedIn
Connect company pages and measure reach
Advertising
Facebook Ads
Run paid advertising campaigns on Facebook
LinkedIn Ads
Manage remarketing and B2B advertising campaigns
Connected Accounts
| Provider | Account | Status | Actions |
|---|