Flowlytics
A ready-to-use foundation for a revenue-operations dashboard — what was sold, delivered, and collected in one executive view, unifying sales, projects, and finance. Built as a customizable starting point.
App FoundationData & DashboardsRevenue operationsExecutive viewClient-side
Overview
Sale to delivery to collection, in one view.
Bring sales (CRM), delivery (project management), and billing (accounting) together for full traceability of what was sold, delivered, and collected — with the KPIs leaders actually watch.
Track revenue won, total margin, and receivables at a glance.
Spot revenue leakage — won deals with no delivery or invoice.
Compare sold vs. invoiced vs. collected across top clients.
Surface projects at risk and accounts-receivable aging.
Included
What this foundation includes
Everything leadership needs to see the business end to end ships working out of the box.
Cross-source view of sales, delivery, and billing
KPIs: revenue won, margin, receivables, leakage, and utilization
Revenue-by-month and sold-vs-billed-vs-collected charts
Accounts-receivable aging breakdown
Projects at risk with overdue tasks and low progress
Leakage rate: won deals without traceability
Pre-loaded demo pipeline, projects, and invoices
Built-in structure
Connections, views, and data ready to use
Defaults that reflect how a services business tracks revenue — and that Swapps adapts to yours.
Mock connections for CRM, project management, and accounting
Sales, projects, finance, and cross-source views
localStorage persistence so demo data survives page refreshes
Sample deals, projects, and receivables
Customization
What Swapps customizes
This is a starting point, not a rigid off-the-shelf SaaS app.
Real integrations with HubSpot, ClickUp, and QuickBooks
Custom KPIs and metric definitions
Alerts for leakage, overdue receivables, and at-risk projects
Roles and permissions by team and seniority
Scheduled reporting and export
Data warehouse and historical trend storage
Next step
Connect with an ExpertMake it yours.
This foundation is ready to connect to your real sales, delivery, and finance tools and deploy for your leadership team. Connect with a Swapps expert to scope the build.