Command Center Β· Included in all plans

Your Entire Business on One Screen. In Real Time.

The BI Dashboard consolidates sales, operations, marketing, projects, and finances in one place. The intelligence you need to make decisions without waiting for month-end.

Included from the Starter plan. No additional configuration required.

Hi, Carolina Herrera M. πŸ‘‹

Here is today's summary for Nexo Consultores.

Jan 01, 2025 – Mar 20, 2026
3,842
Leads
8.4d
Days without contact
24
New business

Deal Intelligence (Meeting AI)

47 meetings analyzed
TALK RATIO38%
ESCUCHA ACTIVA62%
Objections 12

Actividad diaria

ENE 2025AGO 2025OCT 2025MAR 2026
COLLECTED INCOME
$48,200
TO PAY
$3,100
NET BALANCE
$45,100
CURRENT MRR
$8,400
ONE-TIME SALES
$31,600
Vistas de inteligencia

Three Views. One Single Truth.

They are not static reports. They are live dashboards that update themselves as your team operates.

Main view

Commercial Dashboard

Leads, active business, days without contact, and pipeline distribution by stage. The complete picture of your sales operation in real time.

Daily leads vs. management activity
Deal Intelligence with Meeting AI data
Pipeline distribution by stage and value

Operational Dashboard

Sent emails, identified prospects, conversion rate, opportunities by stage, and market distribution by industry. To know where your best customers come from.

Capture and conversion indicators
Leads by industry and geographical area
Team tasks by status

Financial Dashboard

Collected income, accounts receivable, expenses, net balance, MRR, cash flow, and projection vs. reality. The executive accounting you always wanted to have.

Monthly cash flow in real time
Pending collections and upcoming expenses
Active contracts and consolidated MRR
Dataset Operativo

Know Where Your Best Customers Come From

The operational dashboard tells you which channels convert, which industries respond, and how your team performs day by day.

N
Dashboard Operativo
398 Emails
24% open rate
448 Prospects
Apollo+Web
14% Conversion
leads→opps.
284 Social
18% response

Opportunities by stage

Prospect18
Qualified9
Proposal Sent6
Won8
Lost5

Tasks by status

122
TOTAL
In Progress: 34
Completed: 67
Pending: 21

Leads by Industry

Financial Services
89
IT & Software
72
Marketing Agencies
54
B2B Consultants
41
Construction
28
Retail & E-commerce
19
Vista Financiera

The Profitability That Shouldn't Live in Excel

Real income, registered expenses, projection vs. reality, and active contracts β€” without exporting anything, without waiting for the accountant.

Financial Summary

COLLECTED INCOME
$48,200
Monthly goal reached
RECEIVABLES
$12,400
3 pending collections
PAYABLES
$3,100
2 pending expenses
NET BALANCE
$45,100
Historical result

Monthly Cash Flow

INGRESOS
GASTOS
OCTNOVDICENEFEBMAR

Income Projection vs Reality

Superando meta x 2 meses
Real vs Proyectado+14%

Active Contracts

Marzo 2026
ClienteValorInicioEstado
Nexo Digital$1,200/mo2025-06-01active
Constructora BΓ­o BΓ­o$890/mo2025-09-15active
Apex ConsultantsOne-time $4,8002025-11-01completed
Retail Norte SpA$650/mo2026-01-10active
TechStart Chile$1,800/mo2026-02-01active
Comparativa

It's Not a Report. It's Live Intelligence.

Excel / Google Sheets

βœ•Last month's data, not today's
βœ•Someone has to fill it manually
βœ•One tab per salesperson, impossible to consolidate
βœ•Doesn't know if a project was profitable
βœ•Doesn't connect sales with operations

Google Analytics / Meta Ads

βœ•Only shows traffic, not real income
βœ•Doesn't know who bought, only who arrived
βœ•No pipeline, no tasks, no projects
βœ•Requires export to cross-reference data

Conecto BI Dashboard

βœ“Real-time data, 24/7 without intervention
βœ“Feeds itself: sales, ops, finances, and projects
βœ“Pipeline + billing + hours in one view
βœ“Profitability per project and per customer
βœ“Connected with Meeting AI, Messages, and Content AI
Un dΓ­a en Conecto

This Is How Conecto Looks When Everything Works Together

08:30
Business Search finds 12 new companies in your industry
09:15
Direct Messages qualifies 3 of them as hot leads
11:00
Meeting AI transcribes the meeting with Nexo Digital and creates 4 automatic tasks
13:00
Content AI publishes the scheduled LinkedIn post
15:30
A deal moves to "Won" β€” Project Management creates the project automatically
18:00
The BI Dashboard shows: +1 customer, +$1,800 MRR, updated pipeline, assigned project tasks.
IntegraciΓ³n Nativa

The Dashboard That Feeds from the Entire Platform

Each module contributes data to the BI Dashboard. Nothing is lost. Everything is measured.

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Direct Messages

Qualified leads and conversations

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Meeting AI

Meetings, talk ratio, objections

πŸ”
Business Search

Prospects by industry and area

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Content AI

Reach, engagement, and conversions

πŸ“‹
Project Management

Hours, costs, and profitability

πŸ“Š
BI Dashboard

Everything consolidated in real time

Disponibilidad

You Don't Pay Extra to See Your Business.

The BI Dashboard is included from the Starter plan. The more modules you activate, the more intelligence appears on screen.

Dashboard Incluido

Starter

Full commercial dashboard
Pipeline and distribution by stage
Basic financial summary
Daily team activity

What Is Happening in Your Business Right Now?

Start today. The dashboard fills itself as your team operates. In 7 days you'll have real data for decision making.

Real data from day one
BI Dashboard | Real-Time Business Intelligence | Conecto