RaftWorks
One dashboard, four viewpoints
Admins see agency totals, account managers their pod, reps their own attainment and clients only their own meetings, from the same screens and filters.
See it in XDRhubA reporting dashboard for agencies, with a view for every role.
We build reporting dashboards for outbound and lead generation agencies: data syncs in from Apollo.io, every role (admin, account manager, rep, client) sees only their own numbers, disputed meetings get an audit trail, and commissions calculate themselves. It replaces the multi-tab Google Sheet rebuilt every Friday.
Free call · Fixed-scope quote within 48h
Build sheetAgency reporting dashboard
- Replaces
- A thirty-tab Google Sheet rebuilt every Friday, invoice mistakes, disputes with no audit trail and commissions calculated by hand.
- Who uses it
- Agency admins, account managers, sales reps and the agency’s clients.
- Timeline
- 3 to 5 weeks to a dashboard your team and clients use.
- Stack
- Apollo.io APIRole-based accessScheduled reconciliationClient portal
- Access
- Four-role permission model: each role, including each client, sees only its own data.
- Shipped
- XDRhub
- Price
- Fixed scope, fixed price, quoted within 48 hours of the scoping call.
What it does.
Each feature below is running in production in the case study it links to.
Conversions across five channels
Prospect, account, email, call and LinkedIn metrics, each with its own funnel and a month-by-month breakdown.
Meeting disputes with an audit trail
Every booked meeting gets a status (attended, no show, declined and more). Clients can flag disputes, and every change is timestamped and logged.
Commissions and finances calculated
Commissions calculate from attended meetings, salaries aggregate from rep records, and income and expenses roll up per rep and month for a one-click export.
Shipped in this lane, live with users.
The build this page is based on, documented end to end. Browse all case studies.
The referee
When a client disputes a meeting, the platform should settle it.
Outbound agencies are paid on meetings, and clients dispute meetings. Without a shared record, every dispute becomes a back-and-forth over email and a possible invoice error.
Keep reading
In XDRhub every meeting from Apollo.io lands with a status the agency sets from the call recording and notes, and the client sees the same record. The platform is the referee, and every change has an audit trail.
Client access
Giving clients a login builds more trust than a weekly PDF.
Clients are invited into their own portal and see their meetings, goals and accounts in real time, scoped strictly to their own data. That replaces the weekly report and the questions that follow it.
Five steps, no month-three surprise.
Fixed scope, a demo every Friday, and a first clickable version around day 7. The full process is on the home page.
- Day 0 Scoping call Thirty minutes to map the product and pick the stack. Fixed quote within 48 hours.
- Week 1 Wireframes to a clickable version Screens, flows and the data model. On day 7 you click, not read.
- Weeks 2 to 3 Core flows, demoed every Friday Built and integrated in the open. You test on the real build.
- Week 4 QA, deploy, handoff Deployed to production with handoff docs and a recorded walkthrough.
- Ongoing Sprints as usage teaches you A retainer or feature sprints, monitored, async over Slack and Loom.
Agency reporting dashboard: a fixed-scope build
For small and mid-sized businesses replacing email threads and shared spreadsheets with a tool built around how they work.
3 to 5 wks- Scoping call, written scope and a fixed price within 48 hours
- Clickable version around day 7, then a demo every Friday
- Roles and permissions for every type of user
- Integrations with the tools you already run
- Deployed to production with handoff docs and a recorded walkthrough
- Code and data in your own accounts
Add-onsAI features · data migration from your spreadsheets · mobile app · monthly support retainer
Fixed scope · Fixed price
Demo every Friday
Asked before every agency reporting dashboard build.
Everything else gets answered on the scoping call.
Pipeline and meeting results per client and per rep, conversion by channel, the status of every booked meeting, and the finances behind it, with each role seeing only its own data.
Yes. XDRhub syncs prospects, sequences and meetings from Apollo.io as the source of truth.
Yes. Clients get their own portal, scoped to their own meetings, goals and accounts.
Yes. Commissions calculate automatically from meetings marked as attended, and expenses roll up per rep for export.
Typically 3 to 5 weeks, as a fixed-scope, fixed-price build quoted within 48 hours of the scoping call.
Want one built around your team? Let us scope it.
Bring the spreadsheet or process you want to replace. In 30 minutes we map the tool, recommend a stack and send a fixed-scope quote within 48 hours.