Dashlee turns your live CRM data into custom dashboards and widgets for pipelines, opportunity movement, agent performance, appointments, payments, surveys, and revenue. Describe the view you need — no code or manual reporting project.
No credit card required · No automatic charge
Opportunities, contacts, payments, surveys, appointments, pipelines, opportunity movement, and agent performance. Ask in plain English; Dashlee turns your live CRM data into the widget you need.
"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 contact intake" — with target bands, current rate, and a clean goal readout.
Open the chat. Describe the metric. Pin it to your dashboard. 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 build custom dashboards from the CRM data they already rely on, without spending internal hours in drag-and-drop builders.
Reporting day used to eat 6 hours. Now we ask for opportunities, payments, and appointments in one chat, then open 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.
Dashboard setup used to take 90 minutes. Now I build contact growth, survey completion, and revenue widgets live before the meeting ends.
Built for CRM and white-label CRM users. Start free for 7 days with no card, connect your CRM workspace, and build your first dashboard in minutes.