Dashboard
Overview of your sales performance
Cash Breakdown
Revenue Trend
Monthly revenue generated
Deals & Calls
Monthly activity breakdown
Active Alerts
0
Recent Closed Deals
Pipeline
Closed clients only — add and edit deals here
Leaderboard
Live rankings, updated in real time
Lead Assignment
Smart queue — no double-dials, no leads left behind
Unassigned Leads
No-Answer Queue
Setter Workload
Daily Dial Sheet
Your personal call queue for today
Priority calls
⭐ ERT upsell queue
New leads
My Tasks
Daily to-dos linked to your leads
Today 0
Upcoming
Done today
Overdue
Alerts & Tasks
Payments, no-shows, follow-ups
Urgent
0Follow-ups This Week
No-Show Tracker
Payment Plan Tracker
Rep Performance
Individual KPIs — nowhere to hide
Pre-call Briefs
Auto-generated 2hrs before every call — closer walks in prepared
Payment Agreements
Generate and send agreements for closed deals
Pending agreements
0Sent this month
Weekly Performance Report
Auto-generated every Monday — sent to Jamar
ERT Member Portal
All closed members — track payments, onboarding and access
Sales Tracker
Every call logged — outcomes, recordings, and pipeline progress
Wallet
Log payments received, track your commission, and generate weekly invoices
📄 Weekly Invoice
This week — Mon to Fri
My Calls
Booked calls — update outcomes as they happen
Client Onboarding
4-step onboarding flow for every new ERT member
🔴 Needs onboarding
0
📋 In progress & complete
⛔ Suspended members
0
Not included in onboarding queue
Webhooks & GHL Setup
Connect GoHighLevel — step by step
GHL Connection
Setup required
GHL connects two ways — leads flow in automatically when created in GHL, and deals flow out when closed here to trigger payment agreements and sequences.
Your webhook URL
https://your-domain.com/api/webhook/ghl
Active once deployed (Phase 2)
Quickest path — Zapier
No code
Use Zapier free tier: GHL trigger "Contact Created" → Zapier webhook → this dashboard. 20 minutes, zero code. Full real-time 2-way sync comes in Phase 2 (server deployment).
{
"type": "ContactCreate",
"data": {
"firstName": "Marcus",
"lastName": "T.",
"email": "marcus@email.com",
"source": "Meta ad"
}
}
Step-by-step setup
1
Get your GHL Private Integration Token
GHL → Settings → Integrations → Private Integrations → Create new. Scopes: Contacts (read/write), Opportunities (read/write), Appointments (read).
2
Create "New Lead → Dashboard" workflow
GHL → Automations → Create workflow → Trigger: "Contact Created" → Action: "Custom Webhook" → POST to your webhook URL. Fires for every new lead from Meta, IG, forms.
3
Create "Call booked → Dashboard" workflow
Trigger: "Appointment Created" → Custom Webhook → POST contact ID + appointment time. Dashboard auto-updates to "Call booked" with setter attribution.
4
Deal closed → GHL reverse webhook
When closer marks "Closed won" here → POSTs to GHL → tags contact "client", fires payment agreement email, creates closer task.
5
Lead Connector sync
When setter dials in Lead Connector and logs outcome → GHL contact tag updates → webhook fires → dashboard status updates in real time. No double entry.