See what’s stuck. Move the right work.
Build a dashboard from a template or quoted AI request. Adjust the report and inspect the records behind it.
Spacebrain Custom Dashboards
Spacebrain Custom Dashboards bring customer and team activity into a focused operating view. Track areas such as pipeline, bookings, lead response, and delivery, then open the related record to act. Teams can create views around a client, location, service, or campaign.
Build the report around the question.
Use a premade dashboard or shape a focused report. AI can help create a dashboard, work on a selected report or adjust its design.
Review the AI cost first
Read the credit quote before confirming an AI request. Start with a template when you want a ready-made view.
Explore the workflowMake the view useful
Choose the metric and filters, chart style, colors and card size. Arrange the dashboard around the decisions your team needs to make.
Explore the workflowOpen the contributing records
Inspect the data behind a supported result. Filters and empty states make the scope of the view explicit.
Explore the workflowHOW IT WORKS
How it works
- 01
Choose the signal
Pick the lead, booking, pipeline, task, or response metric that tells your team where to focus.
- 02
Build the view
Put the most important signals together so the next decision is obvious at a glance.
- 03
Share the right context
Give each team, location, or client a focused view of the work they own—not a generic report.
- 04
Act immediately
Open the connected lead, task, conversation, or booking and move the work forward.
One dashboard for the entire lead engine.
New lead response
See incoming leads, first-response speed, and the follow-up queue before opportunities go quiet.
Booking conversion
Track booked appointments, no-shows, and the next task or reply that protects your calendar.
Pipeline movement
See where opportunities stop moving, who owns the next action, and the context needed to unblock them.
Follow-up accountability
See the calls, replies, and tasks that are due before a handoff turns into a lost lead.
Client reporting
Give each client a focused view of the lead activity, booked work, and delivery signals they care about.
Campaign and location performance
Compare the live lead and booking signals for each service, campaign, or location in the same system.
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Questions & answers
Practical answers for planning the work.
What can I track in a Custom Dashboard?
Lead response, booked appointments, pipeline, follow-up, team activity, client delivery, locations, and campaigns.
Do dashboards connect to the CRM?
Yes. Every signal can stay connected to the lead, conversation, task, or booking behind it.
Can agencies create a view for each client?
Yes. Create focused views for each client, location, team, service, or campaign.
Do I need a separate reporting tool?
No. Spacebrain keeps live lead activity and reporting in the same built-in CRM workflow.