Platform · Dashboards and alerts

Every project’s revenue flow on one dashboard

Sales, collections and deed closings by project, with alerts when something drifts off plan.

Dashboard · Torre Norte October
Reservations 14 de 18
Collections 82% of target
Deeds 9 de 12
Collections below plan −8%
AI agents Record tracking Assistants for your team Call logging Dashboards and alerts Channels Human + AI Secure AI Consoles by process
What it does

Leadership sees the same data as the team

El tablero se alimenta del seguimiento de cada solución. No hay que consolidar hojas de cálculo.

01

By project and by solution

See each project as a whole or drill down into pre-sales, collections or closings.

Target vs. actual View by project, phase and sales rep Same-day data
Projects Collections this month
Torre Norte 82%
Parque 93 97%
Altos del Lago 64%
02

Variance alerts

We alert you when a metric drifts from plan, with time to correct course.

Thresholds by project Alerts by email or WhatsApp An owner for every alert
Alerts This week
Altos del Lago · collections below plan −18%
Torre Norte · slow reservations −4
Parque 93 · deeds on track On plan
03

Ask Carter

The management assistant explains any number on the dashboard and cites its source.

Natural-language questions Cross-project comparisons Source in every answer
Carter · Management assistant Management
Why are collections dropping at Altos del Lago?
11 overdue installments from phase 2 buyers. 7 haven’t responded in over 10 days. Source: Collections.
How it gets up and running

Up and running in four steps, with our team

01 We set your targets Sales, collections and deeds by project.
02 We connect your sources Tracking, CRM and ERP.
03 We set up alerts Thresholds and owners.
04 Leadership checks in On the dashboard or by asking Carter.
In every solution

Dashboards and alerts in your operation

FAQ

What we’re often asked

With every new tracking record and every sync from your CRM or ERP.

Yes, to Excel or your analytics tool.

The owners you assign for each project.

See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
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See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
More from the platform
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