hesh OKR

Sales Dashboard

Syncing... Live

Contract Pipeline

0 companies

Launch Pipeline

0 companies

Top Clients by MRR

All Clients

Contract: Signed

Company	Tag	Contract	Launch	MRR	Manager	Start Date	Hours	Add. Hours	NPS %	Comment

Payments —

Incoming payments — PrivatBank

From To Min Max Show outgoing Auto

#	Date	Time	Amount	Currency	$ USD	Counterparty	Tags	Purpose	Reference

Date

Amount Currency

Counterparty Description

Day Off Tracker

Vacation Day off Sick leave

Vacation / month Sick / year Workday h Count weekends in ranges

Calendar

Balances

Needs review

Add subscription

$ Next

Services

By category

Plan — Account Executive

Salary $ Norm (quotas) Quota $ Rates %: 1-2 +1-2 +3-4 +5-6 +7+ Fallback $

New deals

Retro bonus

Plan — Customer Success

Salary $ Retention $/quota Implementation $ Norm (quotas) Quota $ Rates %: 1-2 +1-2 +3-4 +5-6 +7+ Fallback $

Onboarding — new clients

Implementation

Retained clients

Calculator — what-if

Deals in month Check $ (per deal) 🐟 Grown check $

Calculator — Customer Success

New clients in month Check $ (per client) Retained clients Avg check $ (retained) Implemented

Admins — can grant access & edit plans

Account Executive access — sees only the AE tab (+ its calculator, 🐟 toggle)

Customer Success access — sees only the CSM tab (+ its calculator, ✅ toggle)

Admins see everything automatically. One email can be in both lists. Enforced server-side; changes apply on the affected person's next page load.