For founders & sales directors
Run and coach your sales floor
on one board.
Connect the CRM you already use. KPI Board turns every dial, set, and close into live KPIs, coaching, and accountability.
Connects read-only. Live in an afternoon. Your CRM and your data stay yours.
Executive view
Apex Performance Dashboard
Key insights
- Best revenue day: Thu — $889k.
- Show rate 59% — healthy, above the 60% target line.
- Marcus Vance drove 44% of revenue.
- Life Changed rate 23% — closes per booked call.
Recent activity
- Marcus Vance changed a life$12,0002m ago
- Tasha Bell sent a text6m ago
- Jordan Pike connected on a call11m ago
- Priya Nadkarni changed a life$9,50023m ago
- Avery Lin sent a text31m ago
Cash trend
Funnel
Top closers
Cash by day of week
Live demo — click the tabs and toggles to explore the board.
Integrations
Connects to the CRM your floor already runs.
Read-only, no migration. Plug in the tool your team lives in and the board lights up.
Plus the CRM you use. Ask us.
Built for
Built for the founder
and the sales director.
Two seats, one source of truth. The owner sees the result; the director drives it.
See the business, not the busywork.
The outcomes that matter: cash collected, lives changed, and pipeline health, without chasing anyone for an update.
- Cash, Life Changed, and AOV across every pipeline
- See which rep and pipeline carry the revenue
- A daily report delivered to Slack, automatically
- Roll up multiple Offers into one clean view
Coach and direct the floor in real time.
The live operating picture to run the room: who is on pace, who is behind, and exactly where to step in today.
- Live pacing and Pulse: who is behind, right now
- Leaderboard and funnel to coach against
- Set targets and quotas, hold the floor accountable
- Run contests and end-of-day recaps
The platform
Three surfaces. One scoreboard.
Activity flows in from your CRM. KPI Board turns it into the board your floor watches, the payouts your reps trust, and the report that writes itself at 5pm. No new CRM to learn.
Per-pipeline scoreboard
The number nobody can argue with.
Setters and closers on separate boards, each against their own targets. Real-time, role-split, drillable by rep and by day. On pace and off pace at a glance.
- Pipelines
- Unlimited
- Refresh
- Live
- Roles
- Set + Close
High-Ticket Closers
Commission ledger
Payouts that reconcile themselves.
Setter fees, closer percentages of cash collected, splits, tiers, and overrides. Every payout ties back to the deal it came from and exports clean for payroll.
- Basis
- Cash / GCI
- Splits
- Built in
- Export
- CSV
This period
Tasha Bell
Anchor · $12,000 · 10% cash collected
Marcus Vance
Set → Close · Setter fee
Priya Nadkarni
Anchor · $8,500 · 10% cash collected
Marcus Vance
6+ anchors · Tier accelerator
EOD reports to Slack
The end of day, written for you.
Auto-built end-of-day digests posted to the right channel per pipeline, plus live close and stage-change alerts. The recap your managers used to type by hand.
- Routing
- Per pipeline
- Cadence
- Daily
- Alerts
- Live
High-Ticket Closers · EOD
- Dials
- 113
- Sets / anchors
- 18
- Show rate
- 66%
- Cash collected
- $48,200
Where it fits
The scoreboard nobody nailed.
All-in-one tools spread across ten half-built tabs. Spreadsheets go stale by noon. KPI Board does one thing for high-ticket floors and does it right: the numbers, live and per pipeline.
| Capability | KPI Board | RepVision | All-in-one CRM | Sheets + Slack |
|---|---|---|---|---|
| Per-pipeline scoreboard, split by setter and closer | ||||
| Reads your CRM's activity automatically | ||||
| Counts you can trust (live plus nightly reconcile) | ||||
| Commission tracking reconciled to the deal | ||||
| Auto EOD report to Slack, per pipeline | ||||
| Your data stays exportable, no lock-in | ||||
| Time to a board the floor trusts | An afternoon | Weeks | Weeks | Never |
Comparison reflects publicly described product surfaces as of June 2026.
How it works
Live in an afternoon, not a quarter.
Connect your CRM
Link the CRM you already run, read-only, in a couple of clicks. We map your pipelines, stages, and reps in minutes. Nothing leaves your control.
Watch the board
Activity flows in live. Setters and closers see exactly where they stand against today's targets, split by pipeline.
Get the EOD
Automated end-of-day digests land in the right Slack channel. Commissions reconcile to the deal and export clean for payroll.
What it tracks
Every activity that
moves a high-ticket deal.
Pulled straight from your CRM and attributed to the right rep. Live webhooks plus a nightly reconciliation, so the counts are never wrong.
- 01Dials and talk timeLive
- 02Messages sentLive
- 03Pipeline stage changesLive
- 04Appointments bookedLive
- 05Cash collectedLive
- 06Ad spend to ROASQ3 2026
Integrations
Reads from your stack.
No new system of record.
Connects read-only to the tools your floor already runs. Nothing to migrate, no retraining, no holding your data hostage.
- GoHighLevelCRMLive
- CloseCRMQ3 2026
- HubSpotCRMQ3 2026
- PipedriveCRMQ3 2026
- SalesforceCRMQ4 2026
- SlackReportingLive
- StripePaymentsLive
- Meta AdsAttributionQ3 2026
- Google AdsAttributionQ4 2026
Payments
Your revenue, live on the board.
Connect your payment processor and every sale, refund, and failed subscription charge updates the floor in real time. Total Cash, refund rate, and instant failed-payment alerts — settled against the money you actually collected.
Real cash collected
Total Cash on the board is settled money in your processor — not pipeline value, not promised deals. The number your floor actually banked.
Refund rate
Every refund flows back to the rep and the deal it came from, so the board shows net cash and a live refund rate instead of a flattering top line.
Failed-payment alerts
A missed or failed subscription charge fires the moment it happens — to the right channel, on the right rep — before recurring revenue quietly walks.
Built for the floor
Built for the founder and the sales director.
The numbers are right there, on demand, so a director can coach and direct the floor in real time. KPI Board turns raw GoHighLevel activity into the live scoreboard, pacing, and accountability that lifts close rates. The founder sees Life Changed and cash; the director sees who needs coaching right now.
Pricing
Flat plans that scale down per rep.
One predictable price per floor, banded by team size. Annual billing is 2 months free. Every plan starts with a 14-day free trial. No long contract, cancel anytime.
Up to 5 reps
For a single floor finding its rhythm.
Start free trial- Connect your CRM / GoHighLevel, read-only
- Live Dashboard, Pulse, and Leaderboard
- Funnel, Deals, and Commissions
- Contests and automated EOD reports
- Ad ROI and AI assistant
- Slack alerts
6 to 10 reps
A floor with setters and closers in motion.
Start free trial- Connect your CRM / GoHighLevel, read-only
- Live Dashboard, Pulse, and Leaderboard
- Funnel, Deals, and Commissions
- Contests and automated EOD reports
- Ad ROI and AI assistant
- Slack alerts
- Sales Director seat
11 to 20 reps
Everything a director needs to run the room.
Start free trial- Connect your CRM / GoHighLevel, read-only
- Live Dashboard, Pulse, and Leaderboard
- Funnel, Deals, and Commissions
- Contests and automated EOD reports
- Ad ROI and AI assistant
- Slack alerts
- Multiple Sales Director seats
- GHL Truth reconciliation
- Priority support
21 to 40 reps
Multiple pods under one accountable board.
Start free trial- Connect your CRM / GoHighLevel, read-only
- Live Dashboard, Pulse, and Leaderboard
- Funnel, Deals, and Commissions
- Contests and automated EOD reports
- Ad ROI and AI assistant
- Slack alerts
- Unlimited Sales Director seats
- GHL Truth reconciliation
- Priority support
40+ reps
White-label and agency multi-Offer at scale.
Book a demo- Everything in Scale
- White-label branding
- Agency multi-Offer management
- Dedicated onboarding
For agencies
Running multiple Offers?
Agencies managing many client floors get one console across every Offer. Agency plans from $199 / Offer.
Not sure which band fits? Start a 14-day free trial or book a demo and we will size it with you.
Get started
Put your floor on the board.
Book a 20-minute demo and we'll stand up a KPI Board scoreboard on your own pipelines and reps. Connect read-only, see the board live, decide from there.