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Run the whole firm from one screen.
A manager's-eye view of everything that matters: new leads in, follow-ups due, anything overdue, and exactly what your team has been up to, the moment you log in.
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The first thing you see, and the only screen you need
The Dashboard pulls the whole business into a single view, so you can take the temperature of the firm in ten seconds, then get on with your day.
New in, closed out
Two numbers tell you the shape of the day: how many fresh leads have arrived, and how many deals your team has got over the line.
It's the simplest possible read on momentum. Are the leads coming in, and are they turning into business? You'll know before you've sat down.
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Catch what's slipping, before it costs you
Follow-ups due tells you how many clients are waiting to hear back today. Overdue tells you how many have waited too long already.
When that overdue number sits at zero, you can relax: nothing is falling through the cracks. When it climbs, you know exactly where to look, before a client gives up and rings someone else.
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The shape of your whole book, in one bar
Pipeline Health shows how your leads are spread across every stage, from new enquiry through to referred, in a single glance.
A healthy book has a sensible spread. If everything's bunched up at one end, you'll see it instantly, whether that's too many cold enquiries or a queue of cases waiting to complete.
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Weekly activity, this week against last
See how active each team member has been this week compared with the last, side by side.
It's a kind, honest measure of effort that has nothing to do with luck. A quiet week shows up early, so you can have a supportive word before it turns into a quiet month.
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A live feed of who did what
Team Activity is the running story of your firm: who called whom, who sent an email, who moved a lead forward, and when.
No status meetings, no "where are we with the Ashworths?". You can see the work happening as it happens, and step in only where you're actually needed.
Close to the work, without micromanaging
The Dashboard gives owners and managers the oversight they need and the trust their team deserves. It draws live from everything else in Sequence, so there's nothing to compile.
Updates without asking
The activity feed and weekly numbers mean you already know where things stand before anyone tells you.
Pulled from the live data
Every figure reflects the same pipeline your advisers are working, so the whole firm is looking at one truth.
Spot trouble early
An overdue count creeping up or a quiet week stands out at once, so you can step in while it still makes a difference.
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GET STARTED
See your whole firm at a glance
Try the demo account and explore the manager's dashboard with sample data, or create an account and bring your own team aboard in minutes.