Revenue & Customers
MRR
$0
Monthly recurring
Active Customers
0
Paying accounts
Total Leads
0
Demos + waitlist
Demos This Week
0
Last 7 days
Est. Net / Month
$0
MRR − tool costs
Tool & Subscription Costs
Manage →
Monthly Tool Spend
$0
Active subscriptions
Annual Tool Spend
$0
Projected 12-month
Active Tools
0
Apps & subscriptions
Largest Tool Cost
—
Ads & Marketing
Ad Spend / Mo
$0
Monthly budget
Leads from Ads
0
This month
Cost Per Lead
—
Ad spend ÷ leads
ROAS
—
Return on ad spend
Total Mktg Spend
$0
Ads + marketing tools
Pipeline & Activity
Pipeline by Stage
Recent Activity
Total Requests
0
All time
New / Uncontacted
0
Needs follow-up
Demo Scheduled
0
In progress
Closed / Won
0
Converted
All Requests
Total Signups
0
All time
This Week
0
Last 7 days
Wholesale / Retail
0
Primary channel
D2C / Shopify
0
Primary channel
All Signups
Open Leads
0
Active pipeline
Est. Pipeline Value
$0
Based on plan selection
Win Rate
—
Closed / total resolved
Avg. Days to Close
—
Demo → Closed
Active Accounts
0
Paying customers
MRR
$0
Monthly recurring
Trial Accounts
0
In free trial
Churn (30d)
0
Churned this month
All Accounts
Log New Activity
Activity Log
No activities logged yet.
Active Campaigns
0
Running now
Total Leads Generated
0
Across all campaigns
Conversions
0
Demo or signup
Avg. Conv. Rate
—
Leads → conversions
No campaigns yet. Add your first one above.
Conversion Funnel
Lead Sources
Pipeline by Revenue Tier
Demo Status Breakdown
Hero Section
Pricing
Integrations & API
Nav & Footer
Video Embeds
Monthly Spend
$0
active subscriptions
Annual Spend
$0
projected 12-month cost
Active Apps
0
tools in use
Free Tools
0
no cost
Largest Expense
—
| App / Service | Category | Cost | Status | Purpose |
|---|
Last synced: Never
Instagram
Connect your Instagram account in the Connections tab, then click Sync Now to load live metrics.
LinkedIn
Connect your LinkedIn account in the Connections tab, then click Sync Now. Note: LinkedIn's API restricts direct browser access — metrics available may be limited. Go to Connections →
Instagram
Meta Graph API · Requires an Instagram Business or Creator account
How to connect Instagram:
1. Go to Meta for Developers → create or select an app → add the Instagram Graph API product.
2. Connect your Instagram Business or Creator account to the app.
3. Generate a long-lived user access token (valid 60 days — refresh before expiry).
4. Find your Instagram User ID via the Graph API Explorer:
5. Paste App ID, App Secret, Access Token, and User ID above, then click Save.
1. Go to Meta for Developers → create or select an app → add the Instagram Graph API product.
2. Connect your Instagram Business or Creator account to the app.
3. Generate a long-lived user access token (valid 60 days — refresh before expiry).
4. Find your Instagram User ID via the Graph API Explorer:
GET /me?fields=id5. Paste App ID, App Secret, Access Token, and User ID above, then click Save.
LinkedIn
LinkedIn Marketing Developer Platform · OAuth 2.0
How to connect LinkedIn:
1. Go to LinkedIn Developer Portal → create an app → associate it with your Company Page.
2. Request the r_organization_social and w_member_social OAuth scopes.
3. Complete the OAuth 2.0 authorization flow to get an access token.
4. Find your Organization ID in your LinkedIn Company Page URL (e.g.
5. Paste all four values above and click Save.
1. Go to LinkedIn Developer Portal → create an app → associate it with your Company Page.
2. Request the r_organization_social and w_member_social OAuth scopes.
3. Complete the OAuth 2.0 authorization flow to get an access token.
4. Find your Organization ID in your LinkedIn Company Page URL (e.g.
linkedin.com/company/123456789).5. Paste all four values above and click Save.
Claude + Cowork Workflow
Use AI to plan, write, and schedule your monthly content
Monthly content workflow:
1. Click the Monthly Plan button at the top of the Social Media page.
2. Fill in your brand context, themes, and posting frequency — takes 60 seconds.
3. Click Build Claude Prompt to generate a fully structured prompt, then copy it.
4. Paste it into a Claude or Cowork session. Claude will return a full 30-day calendar with captions, hashtags, and visual direction for Instagram and LinkedIn.
5. Add each post to your queue using the New Post button. Set status to Scheduled and pick your dates.
6. Come back to track published posts and note engagement directly in the queue.
1. Click the Monthly Plan button at the top of the Social Media page.
2. Fill in your brand context, themes, and posting frequency — takes 60 seconds.
3. Click Build Claude Prompt to generate a fully structured prompt, then copy it.
4. Paste it into a Claude or Cowork session. Claude will return a full 30-day calendar with captions, hashtags, and visual direction for Instagram and LinkedIn.
5. Add each post to your queue using the New Post button. Set status to Scheduled and pick your dates.
6. Come back to track published posts and note engagement directly in the queue.
Admin Access
Notifications
Email on new demo request
Alert when someone requests a demo
Email on waitlist signup
Alert when someone joins the waitlist
Weekly lead summary
Digest of new leads every Monday
Data Management
Export all data
Download CSV of all leads, accounts, and notes
Clear demo requests
Permanently delete all demo request data
Clear waitlist
Permanently delete all waitlist data
Clear accounts
Permanently delete all account data