Business Metrics + CRM

Turn revenue, pipeline, and KPIs into a single, confident view.

CompanyMetrics helps teams track revenue, manage leads, and build dashboards that connect performance to action — all in one workspace.

Trusted by growing teams that outgrow spreadsheets.

Revenue
$124,500
+18% vs last month
Pipeline
$89,200
12 active deals
This Quarter
72% to goal
Ops-led teams Revenue leaders Founders & CEOs Growing startups

Everything you need to manage revenue and growth.

One platform to track what matters, from leads to revenue to KPIs.

Revenue Tracking

Track bookings, recurring revenue, and services with full visibility. Know exactly where your revenue stands at any moment.

Lead & Opportunity Management

Capture leads, move deals through stages, and convert with confidence. Never lose track of a prospect again.

Dashboard Widgets

Build role-specific dashboards with drag-and-drop widgets. Highlight the metrics that matter to each team member.

KPI Tracking

Define and track key performance indicators across your organization. Set goals and measure progress automatically.

Expense Management

Track expenses by category and project. Understand your costs and maintain healthy margins with clear visibility.

Data Export

Export your data anytime in CSV format. Your data is always yours, with full portability and transparency.

Your metrics aren't just reports — they're decisions.

CompanyMetrics replaces disconnected spreadsheets and tools with a unified, live operating system for your business.

+18%
Faster pipeline visibility
2x
More accurate forecasting
1
Source of truth for leadership

How it works

Get started in minutes, not months.

  1. 1

    Set up your workspace

    Configure your service types, expense categories, and team members. Import existing data or start fresh.

  2. 2

    Track leads and revenue

    Add leads, log revenue entries, and watch your pipeline grow. Convert opportunities to revenue with one click.

  3. 3

    Build your dashboard

    Customize widgets to show exactly what matters. Review outcomes weekly and adjust your strategy fast.

Ready to see CompanyMetrics in action?

Schedule a guided demo tailored to your sales and ops workflow. No commitment, no pressure.

Request Demo

No signup required. No noise. Just a clear view of your metrics.