Dashlee turns plain English into client-ready dashboards for opportunities, contacts, payments, surveys, appointments, and revenue reporting. Connect your workspace, describe what you need, and publish in minutes.
Opportunities, contacts, payments, surveys, appointments, pipelines, and client performance metrics. Ask in plain English; Dashlee turns the workflow into a live, branded widget.
"Show opportunities created this month by source, grouped by new, qualified, and won" — done.
"Plot new contacts by week with a 1,500-contact monthly target" — Dashlee adds the trend, target line, and current pace.
Revenue collected, failed payments, refunds, and month-over-month deltas.
"Rank appointment setters by booked calls, show rate, and close rate this quarter" — complete with totals and sortable columns.
| Owner | Booked | Show % | Trend |
|---|---|---|---|
| Maya O. | 184 | 82% | |
| Jonas P. | 152 | 76% | |
| Ren T. | 128 | 71% | |
| Lila K. | 96 | 64% |
Stage-by-stage opportunity movement with drop-off math and win rate.
"Break down collected revenue by one-time payments, subscriptions, invoices, and refunds" — labeled and ready to share.
"Show survey completion rate for new client intake" — with target bands, current rate, and a clean goal readout.
Open the chat. Describe the metric. Pin it to your client's portal. Iteration is a sentence away — change the date range, swap the chart type, add a goal line. Just ask.
Open the widget builder in your workspace. Use plain English — Dashlee handles the rest.
Dashlee picks the chart type, pulls the data, and styles it to match your brand.
Drag the widget anywhere on the dashboard. Auto-updates forever.
Teams use Dashlee to ship custom workflow dashboards for every client without billing internal hours to drag-and-drop builders.
Reporting day used to eat 6 hours per client. Now we ask for opportunities, payments, and appointments in one chat, then share a dashboard that looks hand-built.
I'm not technical. I described a pipeline funnel, said "flag the won stage if conversion dips below 20%," and Dashlee did it. That moment sold me.
Onboarding clients used to mean 90 minutes of dashboard setup. Now I build contact growth, survey completion, and revenue widgets live before the call ends.
AI-powered dashboards and widgets for every client workspace. All plans include a 7-day free trial. Pay yearly and get two months free.
For small agencies getting started with AI dashboards.
$190/year — 2 months free
Includes:
For growing agencies managing multiple client accounts.
$490/year — 2 months free
Includes:
For larger agencies that need higher limits and priority help.
$990/year — 2 months free
Includes:
All plans include a 7-day free trial. Cancel anytime before the trial ends to avoid being charged. After billing starts, payments are non-refundable except where required by law.
7-day free trial on every plan. Install in your portal in under a minute.