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Your sales team.
In full view.

See who’s closing, what’s working, and how much cash is coming in.

Closer Dashboard
Choose a start date

June 2026

SuMoTuWeThFrSa

July 2026

SuMoTuWeThFrSa

Good morning, Jordan

Cash Collected
$1,000,000
Revenue
$1,100,000
Cash per Booked Call
$1,970
Close Rate
26%

Revenue vs. cash collected

RevenueCash Collected
$300K$200K$100K$0

The whole sales day.
Connected.

Choose a call, record an outcome and watch the numbers update.

Know what’s on the calendar.

See who’s booked, when they’re due and which rep owns the call. Select “Submit EOC” to record what happened.

Upcoming Calls Interactive demo
Today’s calls Jun 30, 2026
LeadDue onAssignedStatusAction
Alex Morganalex.morgan@example.com9:30 AMJordan R.Booked
Sam Parkersam.parker@example.com10:00 AMSofia M.Booked
Taylor Brookstaylor.brooks@example.com11:30 AMJordan R.Booked
3 calls · Sample records only

Give every call an outcome.

Record a closed deal or a call that didn’t close. Change the amounts and submit to see the dashboard update.

Call outcome Interactive demo
Alex MorganJun 30, 2026 · Jordan R.

What happened on this call?

Client Closed

Shortened sample form. Changes stay in this demo.

See what closed.
And what came in.

See revenue and collected cash separately. Filter by closer to review each rep’s results.

Closer Dashboard
Cash Collected
$0
Revenue
$0
Revenue vs. cash collected
RevenueCash CollectedJun 30
Submit an outcome above to populate this dashboard.

Bring your tools.
Keep the work connected.

Connect your calendars, CRM and Slack. Bring your sales work together and keep your team up to date.

Bring Calendly bookings into Upcoming Calls and your dashboard. Connect as a Calendly admin to include your team’s events.

BrightBoardPreview

Upcoming Calls

Your next callsCalendly
LeadDue onAssigned
Alex Morgan9:30 AMJordan R.
Sam Parker10:00 AMSofia M.
Taylor Brooks11:30 AMJordan R.
From a booked meeting to your team’s next call.

Your data.
Just ask.

Included with Business, Lumen AI answers questions about your sales data and generates reports in plain language. Your workspace shares 3,000 credits each month, with no AI provider key required. Compare team performance, track collected cash, or find calls that need an outcome.

Try a question

Who collected the most cash this month?

Jordan leads the team with $48,000 collected in June. Here’s the breakdown by closer.

June 1–30 · All closers
CloserCash collected
Jordan R.$48,000
Sofia M.$36,000
Devin P.$24,000

Your numbers.
In your favorite AI.

With Business, connect Claude or ChatGPT to the workspace you choose through BrightBoard MCP, with read-only access to your reporting. Compare performance and explore your sales numbers without leaving the conversation.

BrightBoardReporting
Ask in ClaudeExample

Compare cash collected this month with last month.

May$90,000
June$108,000

Cash collected increased by $18,000 (20%) in June.

Understand the call.
See the evidence.

Review the summary, pain points and objections. Jump from an insight to the moment it came up in the transcript.

Call Intelligence 1Interactive example
QualifiedJun 30, 2026 · 9:30 AM

Alex wants a repeatable sales process as the team grows. Manual reporting is taking time away from coaching. The main concern is paying upfront; a split-payment option makes the purchase workable.

Pain points

  • Manual reporting takes time away from coaching the team.
  • The current process is difficult to maintain as the team grows.

Objections

  • Paying the full amount upfront would put pressure on cash flow.

Funding path

Split pay

Call insights from matched Fathom recordings. Explore an example above.

A clearer view. At every stage.

Track your own performance or bring your whole team together. Save 20% with annual billing.

Compare plans

Solo

Your sales performance, across the companies and offers you work with.

$30USD / month

For one rep, billed monthly

Explore Solo
  • One rep tracking their own performance
  • One or multiple companies and offers
  • Calls and sales outcomes
  • Revenue and collected-cash reporting
  • Personal dashboards and reports

Team

Keep a small team’s activity, outcomes and reporting together.

$100USD / month

Per workspace, billed monthly

Explore Team
  • Up to five active people
  • One business workspace
  • Leads, bookings and sales outcomes
  • Closer and setter submissions
  • Team dashboards and performance reports
Compare what’s included
FeaturesSoloTeamBusiness
PeopleOne repUp to five active peopleUnlimited people
ScopeYour performance across one or multiple companies and offersOne business workspaceOne business workspace
Calls and sales outcomesYour own activityTeam activityTeam activity
Revenue and collected-cash reportingPersonalTeamTeam
Dashboards and performance reportsPersonalTeamTeam
Lumen AI answers and generated reportsNot includedNot includedIncluded
AI sales call analysisNot includedNot includedIncluded
MCP access for Claude and ChatGPTNot includedNot includedIncluded
Optional customer AI provider keyNot availableNot availableGateway or OpenRouter; no connection fee
Business trial AI allowanceNot applicableNot applicable500 shared credits for the entire seven-day trial
AI provider setupNot applicableNot applicableManaged by BrightDesk; no key required
Included AI usageNot includedNot included3,000 shared credits each month

Start with a real sales outcome.

Set up at your pace. Add the connections later.

  1. Create your workspace

    Choose your plan in BrightBoard, create an account and verify your email. Name your workspace and set its timezone.

  2. Record your first outcome

    Use Launchpad to add a rep and a package, then record a real sales outcome. A CRM connection is not required to get started.

  3. Make the numbers useful

    Review your dashboard, then add teammates and supported integrations as you need them. No onboarding call required.

A few useful answers.

Give your sales team a clearer view.

Find the plan for your own performance or your whole team.

Get started for freeCompare plans