Which numbers can I see?

You choose 5 to 10 numbers. Examples are cash, close rate and margin, pulled from sources such as QuickBooks, your CRM and your ad accounts.

How do you get into my accounts?

We ask for read-only access to each source. Passwords never go through chat or email.

How do I know the numbers are right?

We check each number against your own figure for the same week before the dashboard goes live.

Will it improve my results?

No guarantee of results. Owner Dashboard shows your numbers. What you do with them is up to you.

Your 5 to 10 key numbers on one dashboard, plus a Monday email.

Owner Dashboard pulls 5 to 10 of your key numbers into one dashboard and emails you a weekly overview every Monday, so you can see your actual cash, close rate and margin instead of guessing.

Get the free sample first Start now: $2,249 setup

$2,249 setup, then $349 a month. Not sure yet? Ask for the free sample first.

Who it is for

Owners and general managers of owner-run businesses that use QuickBooks, a CRM (customer relationship management software) or ad accounts, and want the main numbers in one place.

How it works

Three steps. You do not need to learn any new software.

Step 1: Pick your numbers

After checkout, we email you a short form: which 5 to 10 numbers matter, and where each one lives, such as QuickBooks, your CRM, your ad accounts or a spreadsheet.
Step 2: We build it and check it

We get read-only access to each source. Passwords never go through chat or email. We pull each number in and check it against your own figure for the same week. You approve the layout.
Step 3: Monday email goes on

We turn on the Monday email. After the first month we review it with you and adjust the numbers.

Get the free sample first

Not sure yet? We send you a free mockup of your 5 Monday numbers, with made-up figures clearly marked as a mockup, never your real data.

Reply to the email you got from us, or write to hello@project5pi.com. Tell us your business name and website.

Email for the free sample

Questions

Which numbers can I see?: You choose 5 to 10 numbers. Examples are cash, close rate and margin, pulled from sources such as QuickBooks, your CRM and your ad accounts.
How do you get into my accounts?: We ask for read-only access to each source. Passwords never go through chat or email.
How do I know the numbers are right?: We check each number against your own figure for the same week before the dashboard goes live.
Will it improve my results?: No guarantee of results. Owner Dashboard shows your numbers. What you do with them is up to you.

$2,249 to set up, then $349 a month.

Checkout is on Stripe. We ask for your business name there. Then we email you the short form.

Start now: $2,249 setup Get the free sample first

No guarantee of results. Questions go to hello@project5pi.com.