Use cases

Sales tracking software for the teams running real money.

High-ticket coaching founders, B2B sales teams closing on Zoom, and agencies managing multiple clients. Built for operators with product-market fit who need multi-touch attribution, closer performance, and ROAS in one reconciled dashboard.

For founders

Coaching & course founders

You are running a high-ticket coaching or course business. You spend six figures a month on paid traffic. You have a sales team. And you still cannot answer the question that matters: which offer, which ad, which closer is actually making the money?

Who it is for

Operators doing $50K to $5M / month in revenue, running paid acquisition into a VSL, webinar, or challenge funnel, with an internal or fractional sales team closing on Zoom.

What you track
  • Revenue by offer (VSL, webinar, challenge, mastermind, evergreen) reconciled to Stripe and CRM
  • Multi-touch attribution per ad creative, so you stop guessing which hook actually pays out
  • Closer performance per offer, so you see which rep converts your highest-ticket leads
  • Booked rate, show rate, and cancel rate by lead source, so you catch funnel leaks before they show up in the P&L
The outcome

Decide what to scale, what to kill, and which closer to put on your hottest leads, every Monday, in five minutes.

“I stopped reading the Hyros number and the GHL number and the closer Slack number. There is one number now, and it is right.”

Cynthia P., Founder
For sales orgs

High-ticket sales teams

You run a sales floor. Five, ten, twenty closers and setters, all on Zoom, all closing five figures. Your job is coaching, hiring, and routing. Your job becomes impossible the moment the data stops being trustworthy.

Who it is for

Sales leaders, sales managers, and VPs of sales running 5+ closers, with a real comp plan tied to performance, who need numbers their team cannot edit out of.

What you track
  • Closer leaderboard: booked rate, show rate, set-to-close, time-to-close, and revenue closed, per rep, per offer, per week
  • Lead source x closer matchup, so you see which closer converts which source and route accordingly
  • Call tracking on every booked call, mapped to the campaign that paid for it
  • Setter quality scores tied to downstream close rate, not just booking count
The outcome

Coach off the tape and the number at the same time. Stop arguing about whose pipeline was real. Promote the right closer.

“We finally know which ad makes us money. Scaled from a quarter-million to over a million-seven a month inside eight months.”

Mar B., Founder
For agencies

Agencies managing multiple clients

You run an ads or growth agency. You manage six and seven figure ad budgets across multiple clients, and every Monday you rebuild the same Google Sheet to show each one whether the money is working. You can do this for two clients. You cannot do it for ten.

Who it is for

Performance, growth, and full-funnel agencies managing 3+ clients with combined monthly ad spend over $250K, who need one dashboard per client and one rollup view across the book.

What you track
  • Per-client workspace with full data isolation, white-labelled reports, and per-client logins
  • Rolled-up ROAS, ad spend to revenue, and closer performance across the entire book of business
  • Auto-generated weekly client reports, sent on your schedule, branded to your agency
  • Anomaly alerts when a client's CAC, show rate, or close rate moves outside the band you set
The outcome

Stop being the bottleneck. Stop building decks at 11pm on Sunday. Renew clients on results they can see in their inbox.

“BrightBoard exposed which creator was actually driving revenue. We cut three partnerships and our ROAS jumped 41%.”

Leo & Margarita, Elite E-Commerce

Currently tracking real money for

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Book a call

See BrightBoard on your data.

Pick a time. We will walk you through a live dashboard on real sales numbers and answer every question you have.

30-minute demo on your numbers.

Send us read-only access before the call and we will rebuild your last 90 days of revenue live, on screen, in front of you. So you see the actual product on actual data, not a sandbox.

  • Live reconciliation against your CRM, payment, and ad data
  • Your top 3 attribution and closer findings, exported
  • Pricing, timeline, and a clear next step, or none, no pressure