Client dashboards for agencies

Connect the stack. The dashboard builds itself.

SIRJ ROI plugs into each client's stack — ad accounts, CRM, forms, payments — and assembles the dashboard that fits that business, in charts an owner actually understands. You refine it by saying what the client cares about. Every number traces back to source records.

No sales call. No credit card. Pricing is on this page.

app.sirj.ai/dashboard
Apex Plumbing · generated dashboardAssembled from Google Ads + Jobber
CampaignSpendRevenueROAS
Google · Emergency Plumbing$3,420$42,18012.3x
Google · Drain Cleaning$1,180$9,6408.2x
Meta · HVAC Tune-Up Offer$2,145$4,2902.0x
Every row traces back to real records: 31 invoices, 47 leads, 3 connected ad accounts.

The problem

Every client runs a different stack. Your reporting tool pretends they don't.

One client runs Meta with a CRM and web forms. Another runs Google Ads and Jobber. A third wants labour and materials against budget out of the books. Template dashboards flatten all three into the same ten widgets — so you spend billable evenings dragging charts around to fake the difference.

You've been the human middleware between raw client data and a dashboard the owner actually understands. That's the job SIRJ ROI automates.

How it works

Connected in minutes, not quarters.

01

Connect the client's stack

Sign in to their ad accounts, CRM, forms, and payments the same way you'd log in yourself. No pixel surgery, no code, no implementation project.

02

AI drafts the dashboard

From what's connected, SIRJ ROI proposes the board that fits: attribution for the lead-gen client, revenue against spend for the trades shop. Charts chosen so an owner grasps them at a glance — not charts for an analyst.

03

You direct. It rebuilds.

Tell it what the client cares about — "this one lives on cost per lead" — and the dashboard reshapes around that. You orchestrate; it does the assembly.

Ask your data

Plain-English questions. Answers with receipts.

Once the dashboard is live, you and your client can ask it questions — which campaigns made money, what a lead costs by source, where last month's revenue came from. Answers are computed from matched records — never improvised — and every figure cites the jobs and payments behind it.

Which campaigns made me money last month?

Google · Emergency Plumbing brought in $42,180 on $3,420 in spend (12.3x). Google · Drain Cleaning returned $9,640 on $1,180 (8.2x).

Meta · HVAC Tune-Up Offer returned $4,290 on $2,145 (2.0x) — your weakest performer, third flat month in a row.

Computed from 31 matched invoices across 3 connected ad accounts.
SIRJ ROI · Monday 7:00 AMWeek of Jun 22: $18,240 attributed revenue on $2,990 spend — 6.1x
  • Google · Emergency Plumbing: $12,400 on $980 (12.7x). Best week on this campaign since April.
  • Meta · HVAC Tune-Up Offer: $1,890 on $940 (2.0x), third flat week in a row.
  • Heads up: Jobber hasn't synced in 2 days. Reconnect to keep these numbers current.

Weekly insights

The dashboard that comes to your client.

Most owners don't open analytics tools, and that's not a character flaw — it's a Tuesday with four jobs on the board. So every Monday, SIRJ ROI sends them the short version: what was spent, what came back, and the one or two things that changed. Exported reports carry the client's name and logo — your work, your credit.

Why trust the numbers

Auditable, or it doesn't ship.

Every number has a paper trail

Behind any figure sit the actual invoices, payments, and leads that produced it. If we say $42,180, you can see the 31 jobs that add up to it.

Confidence scores, not confidence tricks

Exact matches are labeled exact. Statistical estimates are labeled estimates and scored. We'd rather show you a gap than fill it with fiction.

You'll know when data breaks

Every tool's connectors fail sometimes. When a sync goes stale, we alert you and flag the affected numbers instead of quietly charting old data.

Integrations

Built for the stacks your clients already run.

Ad platforms, field-service software, CRMs, forms, and payments — connected with a sign-in, not an engineering ticket.

Google AdsMeta AdsTikTok AdsGoogle Local ServicesCallRailJobberHousecall ProQuickBooksGoHighLevelHubSpotCloseFollow Up BossZenotiTypeformJotformSalesmsgStripe

On the roadmap

XeroSquareToastLinkedIn AdsPipedriveGoogle Forms

Pricing

Flat monthly pricing. On the page, where it belongs.

Starter

$299/mo

For small agencies

  • 5 client workspaces
  • Unlimited integrations
  • White-labeled reports
  • Every feature included
Get started

Pro

$599/mo

For growing agencies

  • 15 client workspaces
  • Unlimited integrations
  • White-labeled reports
  • Every feature included
Get started

Scale

$1,199/mo

For established agencies

  • Unlimited client workspaces
  • Unlimited integrations
  • White-labeled reports
  • Every feature included
Get started

Solo

$149/mo

For a single business

  • 1 business workspace
  • Up to 5 integrations
  • Dashboard and weekly email
  • Every feature included
Get started

Not a percentage of your tracked revenue. No per-dashboard or per-minute metering. No "book a call to find out." Cancel from the billing portal any time — it's a button, not a phone call.

FAQ

The questions we'd ask, too.

My clients all run different tools. Does this force them into one template?

No — that's the point. Each client's dashboard is assembled from whatever they actually run. The lead-gen client gets attribution. The contractor gets revenue against spend. Nobody gets ten irrelevant widgets because a template said so.

Do I need to book a call to see pricing or get started?

No. Pricing is on this page, the demo is one click, and signup doesn't route you through a sales process. Calls are for your clients.

How long does setup take?

Connecting a client's account takes about two minutes each — a sign-in, the same way you'd log in yourself. No pixel to install, no code, no implementation project. Most stacks see their first assembled dashboard the same day.

Will the price scale up as I grow?

Your price is your plan's flat monthly rate. We don't charge a percentage of tracked revenue, meter your minutes, or re-price you after the first invoice.

What happens when a connector breaks?

You get an alert, the affected numbers are flagged as stale, and the integration health page shows exactly what stopped and when. Silent data gaps are how trust dies. We don't do them.

Is the AI going to make numbers up?

No. The AI decides how to present the data — which charts, which metrics, what layout. The numbers inside are computed from source records and cite them. If something can't be answered from the client's data, it says so.

Can I export my data and leave?

Yes. Full export any time, and cancellation is a button in the billing portal — not a retention call.

Stop assembling dashboards by hand.

Poke around the live demo with sample data, or get early access and connect your first client's stack.