Guides / Client Reports
A free app that turns your CRM data into a white-label client dashboard — your logo, your colours, one share link, no client login. Five minutes from install to a link you can send.
Stuck at any point? Don’t wrestle with it — email hello@pipelinesignals.io and a human who built this replies same-day, usually within the hour. Free white-glove setup is a real offer, not a slogan.
Install Client Reports & Dashboards from the marketplace on the sub-accounts you want. It appears as Client Reports in each sub-account’s left menu, and the first data sync starts immediately — no card, no trial clock.
Locations usually appear within a minute. If the app says “no locations yet” right after installing, the CRM is still attaching your sub-account — refresh once and it appears. The first data sync takes a minute or two more.
Open Client Reports from the left menu. In Branding & spend: upload your logo (PNG/SVG, transparent background, under 300KB), set your agency display name and accent colour. Optionally add monthly ad spend — it unlocks cost-per-lead and ROAS cards.
Copy the Share link and send it to your client — it always shows current data, needs no login, and carries only your branding. Rotate it any time to cut off access; the old link dies instantly.
KPIs with vs-previous-period deltas (new leads, appointments, won revenue, win rate), a live pipeline view, revenue by source, recent wins, and 7 / 30 / 90-day switching. A PDF button turns any view into a print-ready handout for client meetings. Once a location has a week of history, trend lines appear automatically.
In the Email reports card, add up to five recipients and pick weekly (Mondays, 7-day view) or monthly (the 1st, 30-day view). The summary lands in your client’s inbox under your agency name with a button to the live dashboard. Quiet weeks automatically send the 30-day picture instead of a zeros email.
Unlock ad attribution. With Pipeline Signals installed on the same location, the dashboard’s source table upgrades from “Direct / unknown” to real ad-click attribution (“Google Ads · won revenue”), ad spend pulls automatically from your connected ad accounts, and a “Calls from ads” metric appears. The two apps are built to work together.
Yes — no card, no trial, no locked features. We make our money on Pipeline Signals, our paid attribution app (14-day free trial, $39/location/month); this app is free forever.
Contacts, opportunities, appointments and location details — read-only. It never writes to your CRM, and it can’t change anything in your account.
A fresh install syncs within a couple of minutes — refresh once. A metric showing “—” means that data doesn’t exist in the CRM yet (e.g. no appointments booked); we show a dash rather than a fake zero. As real activity lands, the cards fill in and trend lines appear after a week of history.
Never — each share link is scoped to one location, with an unguessable token you control. Rotate the link any time; the old one dies instantly.
That’s what the CRM records without ad-click tracking — most tools just hide it. Pairing the dashboard with Pipeline Signals upgrades sources to real ad attribution (“Google Ads”, “Facebook / Instagram”) with revenue per source.
Free forever · no card · white-label dashboards in five minutes
Pipeline Signals · a CatchLead Ltd product · hello@pipelinesignals.io