Dashboard
Needs attention now
Update client proposal
Overdue · Sarah · Consulting Ltd
Next session
Monthly Webinar — June
Jun 22 · 38 registered · Tech Startup
Campaign alert
Listing Alerts — low open rate
41% opens · Real Estate · needs review
GHL sync
All systems connected
Last sync 2 min ago · 1,847 contacts
Open tasks
24
3 overdue
Upcoming sessions
3
Next: Jun 22
Active campaigns
12
68% avg opens
Total contacts
1,847
43 this week
Pipeline value
$48k
6 active deals
Business health
Retail Co
234 contacts
2 campaigns
3 tasks
Tech Startup
88 contacts
3 campaigns
2 tasks
E-commerce
156 contacts
2 campaigns
4 tasks
Real Estate
310 contacts
1 campaign
1 task
Recent activity
Live
Sarah registered for June Monthly Webinar GHL webhook
2 minutes ago
Email campaign Retail Co — June Promo sent to 234 contacts
18 minutes ago
Task Update client proposal is now overdue Auto
1 hour ago · Assigned to Sarah
5 contacts added to Tech Startup — Onboarding sequence GHL
3 hours ago
Deal Gulshan Apartment — David Chen moved to Proposal
Yesterday, 4:30 PM
James completed task Fix checkout bug
Yesterday, 5:42 PM
Pipeline snapshot
New lead
8
Contacted
6
Proposal sent
3
Negotiation
2
Won
5
Needs action
4 items
3 overdue tasks
Including client proposal — 2 days late
Urgent
Webinar attendance unmarked
May session — 51 registrants pending
Review
Campaign open rate low
Listing Alerts — 41% (target: 55%)
Review
Post needs approval
LinkedIn — Webinar reminder for Jun 21
Pending
Upcoming this week
20
Jun
Email follow-up sequence
E-commerce · Cart abandonment
Auto
21
Jun
LinkedIn post — webinar reminder
Tech Startup · needs approval
Pending
22
Jun
Monthly Webinar — June
Tech Startup · 38 registered
Session
24
Jun
Email: Real Estate listings
Real Estate · 310 contacts
Auto
System status
GHL webhook
2 min ago
Google Sheet
Connected
Zoom
Manual import
GHL API
Not configured
Total tasks
0
Pending
0
In progress
0
Completed
0
Drafts
0
Scheduled
0
Needs approval
0
Published
0
Total sessions
18
Total registrants
542
Avg attendance
61%
Upcoming
3
All sessions
Session nameTypeDateBusinessRegisteredAttendedRateStatus
Monthly Webinar — JuneWebinarJun 22, 2026Tech Startup38Upcoming
Weekly Team Meeting #24WeeklyJun 17, 2026All121083%Done
Monthly Webinar — MayWebinarMay 20, 2026Tech Startup51PendingMark attendance
Monthly Webinar — AprilWebinarApr 22, 2026Tech Startup442761%Done
Retail Onboarding ZoomZoomApr 10, 2026Retail Co181583%Done
Active campaigns
12
Total sent
8,421
Avg open rate
68%
Avg click rate
24%
All campaigns
CampaignBusinessContactsEmailsOpen rateClicksStatus
June Promo SequenceRetail Co234372%31%Active
Onboarding — SaaSTech Startup88581%44%Active
Webinar Follow-up MayTech Startup31258%19%Active
Cart AbandonmentE-commerce156463%28%Active
Q1 Investor UpdateConsulting Ltd42155%12%Paused
Listing AlertsReal Estate310841%9%Active
Scheduled posts
ContentPlatformBusinessScheduledStatus
June sale announcement — 20% off all itemsInstagramRetail CoJun 20, 10:00 AMScheduled
Webinar reminder — join us this WednesdayLinkedInTech StartupJun 21, 9:00 AMNeeds approval
New listing in Gulshan — 3BR apartmentFacebookReal EstateJun 22, 2:00 PMScheduled
Weekend flash dealInstagramE-commerceJun 15, 11:00 AMPublished
Registrants
NameEmailStatus
New lead8
Sarah J. — Consulting
$2,400 · Jun 18
David C. — Real Estate
$8,500 · Jun 19
Contacted6
Nadia R. — Retail Co
$1,200 · Jun 15
Proposal3
James O. — Tech
$5,000 · Follow up needed
Negotiation2
Tech Startup deal
$12,000 · Jun 10
Won5
Retail Co — June
$3,200 · Closed
NameEmailBusinessTagsSessions attendedGHL sync
Tags
Session attendance history
Retail Co
Retail
234 contacts · 2 campaigns · 3 tasks
Tech Startup
SaaS / Tech
88 contacts · 3 campaigns · 2 tasks
E-commerce
Online retail
156 contacts · 2 campaigns · 4 tasks
Real Estate
Property
310 contacts · 1 campaign · 1 task
Webinar follow-up script
After each webinar, send the recording within 24 hours. Add attendees to the nurture sequence. Non-attendees get a separate "you missed it" email.
Jun 18, 2026 · Tech Startup
GHL webhook setup notes
Webhook URL: apps.script.google.com/... Contact event triggers: contact.create, contact.update, opportunity.status.
Jun 17, 2026 · Integration
Jessica onboarding checklist
Show her: contact filters, how to mark attendance, where to download export, updating campaign status. She only needs Tasks and Sessions tabs.
Jun 15, 2026 · Team
New note
AK
Arif Khan
Admin · GHL Manager

Personal info

GHL connection

Backend connection (data storage)
This is what makes your data survive a refresh and work from any device. Paste the Web app URL from your Google Apps Script deployment below.
Not connected — local only
Don't have this yet? Download the setup file and follow the steps inside — it's free and takes about 10 minutes.
GHL webhook
Once your backend is connected, paste this same Apps Script URL into GHL → Settings → Notifications → Webhook to push attendance tags automatically. (Phase 2 — not active yet.)
Connect a backend URL above first
Not connected yet
Team access
Who can see this dashboard?
Jessica
Tasks + Sessions only
Editor
Arif Khan
All sections
Admin
Zoom integration
Import attendance automatically after each session.
Or: use "Import Zoom CSV" in the Sessions tab after each webinar.