MyROI
Sales and marketing, one dashboard
A business dashboard for SME owners. Every page answers one question, and AI tells you what to do next.
Three questions
The questions you ask every month have answers in your numbers
01
Where did the money go?
Marketing spend goes out every month with little to show for it.
Spend and results in one ledger: what each channel costs and brings back, on one page.
02
Is the pipeline enough?
The deals look plentiful, but you cannot be sure.
Your 30, 60, and 90 day pipeline is computed ahead, with gaps flagged by layer.
03
Who should we chase today?
The customer list is long, and time is always short.
Accounts ranked by contribution, with reminders when key customers go quiet.
Highlights
Know where to look, and what to do next
One question per page
Each page answers a single business question. No hunting through long reports.
Drill-down charts
Every number is clickable, opening the underlying detail with CSV download.
AI analysis and Q&A
Conclusions and suggested actions generated each period, plus ask-anything with cited sources.
Weekly summary delivered
Last week's verdict and this week's three actions, by email and LINE every Monday.
Complete from day one
Blocks without data are filled with clearly labeled sample numbers until your data arrives.
A data guide that walks with you
What is missing, where to add it, and what it unlocks, step by step.
Plans
Start with one side, or see both together
All plans are the same product at the same address. Your plan decides which pages open.
Sales
Get sales under control
- Are we on target? Actuals against goals, gap by layer.
- Enough pipeline for next quarter? Weighted value and coverage.
- Who to chase, who to keep? Contribution ranking and reminders.
- Who needs help? Progress per salesperson.
Marketing
Get marketing spend under control
- Where money goes and what it returns, in one ledger.
- Which channel deserves more? Cost and leads by channel.
- Do leads become business? Conversion and bottlenecks by stage.
- How did this period go? An auto-generated verdict.
Combined
Sales and marketing joined end to end
- What a marketing dollar returns, from impression to deal.
- Which channel brings customers who close? Performance by channel.
- One combined verdict across both sides.
How it works
A web address and an account. That is all.
Viewing, settings, and data entry all happen inside the dashboard. Nothing to install. Your data lives in our managed database, where your consultant can see it and help.
FAQ
Common questions
Where is my data stored?
In our managed, access-controlled database, visible only to you, your consultant, and operations staff.
Can I export my data?
Yes. Every table has a CSV download, and the full period report exports in one click.
Do I need to install anything?
No. Open the address in a browser and sign in. It works on mobile too.
What is the demo data?
Before your data is connected, every screen is filled with clearly labeled sample numbers so you see the complete product. As each source connects, that block switches to your numbers.
See the demo first
Five minutes with the demo shows you exactly which questions this dashboard answers.