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Sales-team command dashboard

Leads, bookings, show rate, close rate and cash collected vs contracted — one place, updated automatically, with commissions calculated for you.

Describe your project How it works

01The problem

Sound familiar?

The pipeline is in the CRM, calls are in Calendly, payments are in Stripe and the rest is in a closer’s spreadsheet. The numbers are rebuilt by hand, arrive late, and nobody fully trusts them.

  • Every Monday someone spends half a day building the numbers for the sales meeting.
  • Cash collected and cash contracted live in different places, and they never agree.
  • Commission disputes eat a day at the end of every month.
TodayRebuilt by hand every week
  1. CRM Export leads & stages Manual
  2. Calendly Export bookings Manual
  3. Stripe Export payments Manual
  4. Spreadsheet Rebuilt every Monday Delay

02How the system works

What happens, step by step.

With the systemOne source of truth, always current
  1. CRM · Calendly · Stripe Synced automatically
  2. Matching Each payment tied to lead, setter & closer
  3. Dashboard Live team & rep numbers
  4. Commissions Calculated per payment
  5. Slack Morning summary
  1. 01

    Connect

    Pulls leads and stages from your CRM, bookings and no-shows from your calendar, and payments, plans and refunds from Stripe.

  2. 02

    Match

    Ties every payment to the lead, the setter and the closer — including payment plans — so cash is attributed correctly.

  3. 03

    Show

    One dashboard: leads, booked calls, show rate, close rate, cash collected vs contracted — by rep, offer and source.

  4. 04

    Pay

    Your existing commission rules (splits, instalment-based payouts, refund clawbacks) calculated automatically, with a statement per rep.

  5. 05

    Report

    A short daily or weekly summary lands in Slack or email, so the numbers come to the team instead of the other way round.

03What you get

Deliverables

  1. Automated sync from your CRM, calendar and payment processor
  2. Dashboard in your own account (Looker Studio, or a small web app if you need more)
  3. Commission calculator and per-rep statements using your rules
  4. Metric definitions document, so everyone agrees what “show rate” means
  5. Daily or weekly Slack / email summary
  6. Written spec, handover document and walkthrough video

04Timeline & price

What it typically takes

Typical price$2,500–$5,000, fixed before we start
Timeline2–3 weeks from kickoff
Not sure yet?Start with the $750 Systems Audit — credited in full toward the build
After launchOptional care plan from $400/month
Expected effectThe weekly numbers take no time to build, and commission statements come out of the system instead of a spreadsheet. Accuracy depends on how consistently your team logs call outcomes — we flag the gaps before we build.

Works with: GoHighLevel, HubSpot, Keap, Close, Calendly, Stripe, Google Sheets, Looker Studio, Slack — and most tools with an API.

Other builds

$1,500–$3,000 · 1–2 weeksFailed-payment & payment-plan recovery$1,500–$3,000 · 1–2 weeksSpeed-to-lead routing$2,000–$4,000 · 1–3 weeksStudent & client onboarding automation$3,000–$6,000 + care plan · 2–3 weeksMigration rescue

Start

Want this in your business?

Tell us how it works today and what you’d like to change. We reply within one business day and send a fixed-price proposal within 48 hours of our call.

Describe your project Email hello@tacticsunit.com
  • ReplyWithin one business day
  • ProposalFixed price, within 48h
  • BuildsFrom $1,500
  • OwnershipYours, fully