The Owner’s Seat: See Everything, Steer Everything

As owner or senior leader you watch the big picture from a single cockpit screen. The “What’s Next?” summary that greets you on morning login lays everything needing your attention that day at a glance.

Just below, a live performance chart you can switch across daily/weekly/monthly/yearly views, plus summaries of cooling records and pending approvals, shows the company’s pulse.

If a customer never gets called by either your specialists or your managers, you're the one who finds out — with a full summary and the manager's written explanation, by email and in-app.

Owner Cockpit is open only to company owners — no manager or advisor can see this screen. Subscription and license usage and other owner-only information stay here, unshared.

With one click you may switch to Manager Cockpit view and see the screen your team sees in real time.

Plan your day and week on a date-navigable Agenda page; reach clients, portfolio, agencies, or tasks in seconds from a single search box.

Cash flow, sales cancellations, and ad conversions are steered from the same cockpit on clear data that arrives in seconds — not assumptions.

You no longer wait for anyone’s report before a weekly meeting, because the report is already current in front of you.