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Running a small business is hard enough without juggling countless spreadsheets or guessing what’s working. Track sales, campaigns, and team performance—all in one place, tailored to your business. Focus on what matters most, make smarter decisions, and keep your business moving forward.

sales and opportunities dashboard

Key Features

Build dashboards that show the metrics you care about most—whether it’s daily sales, customer leads, or marketing performance.

Easily add, rearrange, or remove widgets with drag-and-drop simplicity. Then build additional dashboards to key in on specific groups of information.

Charts, graphs, and summaries make it easy to spot trends at a glance.

Create a dashboard for each aspect of your business—marketing campaigns, sales pipelines, or even team performance.

Set permissions so your staff sees what’s relevant to their role, keeping everyone focused and aligned.

Make decisions with confidence, knowing you’re seeing the most current data.

Why choose Personify?

  • Save Time Every Day: Stop wasting hours hunting for information or trying to make sense of cluttered data. Everything you need is just one click away.
  • Boost Your Confidence: See exactly what’s working and what isn’t, so you can take action without second-guessing.
  • Built for Small Businesses: You don’t need to be a tech wizard or hire a data analyst to use our dashboards—if you can run your business, you can run these dashboards.
  • Seamless Integration: Works hand-in-hand with Personify’s CRM, marketing, and booking tools to keep all your business operations connected.
  • Affordable, Scalable Solutions: Whether you’re just starting out or scaling up, Personify’s dashboards grow with your business.

Use Cases

Real Estate Agents: Track listings, client follow-ups, and lead conversions, ensuring every opportunity is maximized.

E-commerce Startups: Monitor website traffic, cart abandonment rates, and daily revenue to optimize your online store’s performance.

Nonprofits: Oversee donation tracking, volunteer schedules, and campaign progress to keep your mission on course.

Event Planners: Manage event RSVPs, vendor payments, and project timelines, all in one customized view.

Home Service Businesses (e.g., plumbers, electricians): Keep tabs on job schedules, client invoices, and team productivity for smoother operations.

Make the Personify shift in your business today