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Reports that other businesses already use.

Every template is a working report. Turn one on, connect the tools it needs, and it fills itself with your numbers, with the AI Pulse on top to give you context and important insights.

All dashboard templates

Category

PULSELeads this week: 6, two still untriaged.

Leads next to new matters

The newest intake leads next to the matters opened most recently, so intake conversion is visible.

PULSEReed: $4,200 overdue 24 days, emailed Tuesday asking to add a custody appeal.

Overdue bills and client email

Which clients have overdue bills, with the balance owed and whether each has emailed us recently, largest balance first.

PULSEOct 1: motion hearing on 00009-Reed at 2pm, Courtroom 4B.

Court dates vs your calendar

My upcoming court dates next to my other meetings the same days, so conflicts stand out.

PULSEGlobalCo: cooling.

Client health, every account

Score every key account by email tone, delivery pace, and invoice status, worst first.

PULSEMeridian: 16 days quiet.

Accounts going quiet

Show me the accounts with no emails, no meetings, and no task activity, longest silence first.

PULSEPromised Friday to Acme by email on Jul 2: the homepage review behind it is 4 days behind.

Promises vs. deadlines

Line up every date we promised a client, in email or in a meeting, with the task that has to hit it.

PULSE$23,400 at risk across 3 accounts: Meridian overdue 18 days, GlobalCo's tone cooling, the Corven project stalled 9 days.

Revenue at risk

Add up the money sitting on accounts that are overdue, unhappy, or stalled.

PULSENext week: $12,800 due.

Cash coming in

Show what's due to arrive each week, and flag anything the client's emails suggest won't.

PULSEThe Corven audit closed 12 days ago; no invoice matches it.

Finished work, not yet billed

List client work we completed that has no invoice behind it yet.

PULSEMeeting hours doubled this week while completions fell by a third.

Shipping vs. meeting

Chart tasks completed per day against hours spent in meetings, side by side.

PULSERiskiest: the Acme review, due Friday, owner in meetings 6 of the next 8 working hours, date promised by email.

Deadline runway

Show everything due in the next two weeks with its real chance of landing, riskiest first.

PULSE7 commitments this week.

Commitments made this week

List everything we promised in meetings this week, and whether a task exists for it.

PULSEDana carries the heaviest load and has 14 meeting hours this week.

Who is drowning

Show each person's open workload next to their meeting hours this week.

PULSE5 things waiting on you.

Everything waiting on you

Collect everything waiting on me personally: unanswered client emails, my due tasks, and meeting action items with my name on them.

PULSEThis week: 4 new leads, 2 orders closed, and 6 first-time inquiry emails, double last week.

New business this week

Show new leads, new orders, and first-time inquiries side by side, week by week.

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FAQ

Common questions

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Do dashboard templates cost anything?+

Turning one on is free. Opening a dashboard is free, a refresh starts at 0.5 credits, and credits are only spent when Binee does work for you.

Can I change a template after turning it on?+

Yes. Ask Binee to add, remove or change any card, the same way you would describe a new board.

Who can see a dashboard?+

Share a board with teammates and everyone sees it through their own connected accounts, so nobody sees data they couldn’t already see.

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