⚙️ Settings ×

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Manual data to

🔄 Refresh data ×

Pull the latest data now from Stripe, Meta, Instagram, GoHighLevel & Google? This runs a live sync and takes about 30–60 seconds.

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Funnel & spend
Instagram

Set monthly cash goal ×

Unlocks pace tracking, bottleneck detection and action items.

🎯 Log Closer Stats ×

Total outbound calls made
Appointments / calls booked
Total calls scheduled
Times the offer was presented
Calls moved to a future date
Booked but didn't show up

💰 Add to Cash Pipeline ×

Counts toward A/R

👛 Open Wallet Deal ×

Which month the revenue belongs to
Full agreed amount, not the deposit
Deposit + every payment since

☎️ Log Phone Setter Stats ×

Total outbound calls made
Calls with a live conversation
Prospects handed to closer
Callback / follow-up attempts (optional)

📞 Log Setter Stats ×

Total outreach attempts (DMs, calls, emails)
Active conversations with leads
Conversations with qualified leads
Convos where a call was pitched
Calls successfully booked

💬 Add DM Lead ×

💵 Payroll Entry ×