Your entire company, on one screen
This cockpit — visible only to you as the company owner — shows your company's pulse at a glance, from license usage to leads you've missed.
How It Works
Yours alone.
The Owner Cockpit is exclusive to the company-owner role; you can switch to the Manager Cockpit view with one click, and return to your own just as easily.
Your company's critical data, live.
From the sales funnel to portfolio performance, from team efficiency to pending approvals, you follow your company's most critical indicators with live data on one screen — you see the whole picture without having to think about which page to check.
Your license usage, alongside the financials.
The status of your subscription and seat usage is visible only here, from the owner's view.
Missed leads, company-wide or by person.
You see the missed-lead summary company-wide by default, or select a specific person to focus on their performance.
You can leave your manager a written goal.
Instead of a numeric KPI, you can write your manager a free-text goal; they see it on their own screen.
Tips
- Access: visible only to users in the company-owner role.
- Switching: you can switch to the Manager Cockpit view with one click.
- Leaving a goal: you can set a written goal for your manager.