Company Settings
Basic company info that appears across the dashboard.
Company Details
Reporting Defaults
User Management
Manage who has access and what they can do. Three roles: Admin, Manager, Viewer.
Team Members
| User | Role | Last Active | ||
|---|---|---|---|---|
JRJames Russell |
james@processperfect.com.au | Admin | Just now | Owner |
SMSarah Mitchell |
sarah@tradieva.com.au | Manager | 2 hours ago | |
DKDan Kim |
dan@tradieva.com.au | Manager | Yesterday | |
LTLisa Tran |
lisa@tradieva.com.au | Viewer | 3 days ago |
Role Permissions
| Permission | Admin | Manager | Viewer |
|---|---|---|---|
| View dashboards & metrics | โ | โ | โ |
| View provenance / data sources | โ | โ | โ |
| Edit constraints & exploits | โ | โ | โ |
| Edit targets | โ | โ | โ |
| Configure agents | โ | โ | โ |
| Manage integrations | โ | โ | โ |
| Manage users | โ | โ | โ |
| View audit log | โ | โ | โ |
| Company settings | โ | โ | โ |
Integrations
Connect your tools. API keys are encrypted at rest. Test connections before saving.
Data Sources & Sync
Map each metric to its data source. This powers the provenance popover on every number.
Sync Status
GHL CRM
โ Connected
Enquiries pipeline + contacts
Meta Ads API
โ Connected
Ad spend, impressions, leads
Xero
โ Connected
P&L, invoices, client data
GA4
โ Not Connected
โ
Google Sheets
โ Not Connected
โ
Leads Page โ Metric Mappings
Each row shows where a metric comes from. Edit to change the source query.
Social โ Followers
โ
API Meta Graph API + TikTok API โ SUM(fb_followers, ig_followers, tt_followers)
Social โ Leads
โ
CRM GHL Pipeline: "New Leads" WHERE source IN (facebook, instagram, tiktok)
Ads โ Spend
โ
API Google Ads (cost_micros/1M) + Meta Ads (spend) โ SUM
Ads โ Leads
โ
CRM GHL Pipeline: "New Leads" WHERE source IN (google_ads, facebook_ads)
Website โ Visitors
โ
GA4 GA4 Property โ activeUsers metric, date range filter
Website โ Leads
โ
CRM GHL Pipeline: "New Leads" WHERE source IN (website, organic)
Partners โ Commission
โ
SHEET "Partner Tracker" โ Tab: "Commissions" โ SUM(D2:D15)
Blended CPL
โ
CALC (Ads Spend + SEO Cost + Social Cost) รท Total Leads
Sync Schedule
Metrics & Targets
Set targets for each metric. These drive the health bars and constraint detection algorithm.
Constraint Detection
This determines which metric gets highlighted in the Constraint Chain view. "Largest gap to target" is recommended for ToC โ it finds the weakest link.
Primary Revenue Drivers
Metric
Current
Target
Gap
Health
Secondary Metrics
Agent Settings
Configure AI agents that help identify and resolve constraints.
+
Add New Agent
Notifications & Alerts
Get notified when metrics cross thresholds. Alerts tie directly to constraint detection.
Delivery Channels
Alert Rules
Audit Log
Every change to settings, targets, and integrations is logged here.
Recent Activity