Read-only, pulled live from ClickUp. Replaces the retired Power BI reports.
Allocations, squads, segment durations, revenue & margin.
● LIVELead funnel, deals won, conversion, deal owners.
● LIVERequests open, in-progress, on-hold, nominations, job title/type/segment.
● LIVERevenue & margin by client/squad; collections next.
● LIVECAC, LTV, retention & churn — company-wide health.
● LIVEPaid performance by channel — spend, impressions, clicks, CTR, CPC.
● LIVELive numbers reflect the current month. Historical windows (e.g. the old Jan–Mar 2026 view) come in the next phase.