Apex HVAC

2026-06-01T00:00:00.000Z to 2026-06-30T23:59:59.999Z

How this dashboard was assembled: Assembled from Google Ads, Typeform, Close CRM and Stripe: 9 views this stack has earned. Connect more, unlock more.

Google AdsSetup required

TypeformSetup required

Close CRMSetup required

StripeSetup required

Recent Activity

Type	Provider	Contact	Detail	Time	Amount
Anomaly Alert	SIRJ ROI		IG Awareness has spent $500.00 with zero attributed leads.	2026-06-30T12:00:00.000Z
Payment	Stripe	lead@example.com		2026-06-04T00:00:00.000Z	$2,800.00
Deal	Close CRM	lead@example.com	Won	2026-06-03T00:00:00.000Z	$4,200.00
Lead	Typeform	lead@example.com	Google Ads	2026-06-02T00:00:00.000Z
Spend	Google Ads		HVAC Spring	2026-06-01T00:00:00.000Z	$100.00

Ad Spend$100.0020 clicks / 1000 impressions / +25.0% vs previous period

2026-06-01$100.00

Campaign Performance

Campaign	Spend	Leads	Revenue	ROAS
HVAC Spring	$100.00	1	$2,800.00	28.00x

Revenue From Ads$2,800.001 deals / 1 payments / +75.0% vs previous period

2026-06-04$2,800.00

ROAS28.00x$2,800.00 on $100.00 / +8.0x vs previous period

28.00x / 30.00x scale

ROAS by Channel

Channel	Spend	Leads	Revenue	ROAS
Google Ads	$100.00	1	$2,800.00	28.00x

Leads By Source

Google Ads1

Source	Leads
Google Ads	1

Form Conversion Rates

Form	Submissions	Starts	Conversion	Measurement
typeform	1	N/A	N/A	Submissions tracked; start data unavailable.

Pipeline

Stage	Count	Value
Won	1	$4,200.00

Total Clients12026-06-30T12:00:00.000Z

Managed Spend$100.00All visible clients

Attributed Revenue$2,800.00All visible clients

Average ROAS28.00xVisible client average

Client Workspaces

Plan limit checked before save

Clients

Client	Spend	Revenue	ROAS	Status
Apex HVAC	$100.00	$2,800.00	28.00x	Performing - ROAS is 28.00x for the selected period.

Data StackDashboard Complete

Close CRM, Google Ads, Stripe, Typeform

All dashboard cards unlocked

Attribution path ready

Provider Catalog

Setup Manifest

Google Ads

Ad Source / Phase 1

Connected

SpendEvery 6 hoursAd account selectedUnlocks Ad Spend, Campaign Performance, ROAS when paired with revenueLaunch proof: Ad spend source

Ad account selectedComplete

Meta Ads

Ad Source / Phase 1

OAuth 2.0

SpendEvery 6 hoursAd account selectedUnlocks Ad Spend, Campaign Performance, ROAS when paired with revenueLaunch proof: Ad spend source

Close CRM

CRM / Pipeline / Phase 1

Connected

Leads, DealsHourlyPipeline stages mappedUnlocks Leads by Source, Pipeline, Revenue, ROAS when paired with spendLaunch proof: Lead/CRM source, Revenue source

Pipeline stages mappedComplete

Typeform

Form Builder / Phase 1

Connected

LeadsEvery 15 minForm selected, Webhook activeUnlocks Leads by Source, Form Conversion RatesLaunch proof: Lead/CRM source

Form selectedComplete

Webhook activeComplete

Stripe

Payment Processor / Phase 1

Connected

PaymentsHourlyWebhook activeUnlocks Revenue, ROAS when paired with spendLaunch proof: Revenue source

Webhook activeNeeds setup

HubSpot

CRM / Pipeline / Phase 2

OAuth 2.0

Leads, DealsHourlyReady after connectUnlocks Leads by Source, Pipeline, Revenue, ROAS when paired with spendLaunch proof: Lead/CRM source, Revenue source

Jobber

Operations / Revenue / Phase 2

OAuth 2.0

Deals, PaymentsEvery 3 hoursReady after connectUnlocks Pipeline, Revenue, ROAS when paired with spendLaunch proof: Revenue source

Jotform

Form Builder / Phase 2

API Key

LeadsEvery 15 minForm selectedUnlocks Leads by Source, Form Conversion RatesLaunch proof: Lead/CRM source

Salesmsg

Messaging / Phase 2

API Key

CommunicationHourlyReady after connectUnlocks Recent ActivityLaunch proof: Engagement context

Housecall Pro

Operations / Revenue / Phase 3

OAuth 2.0

Deals, PaymentsEvery 3 hoursReady after connectUnlocks Pipeline, Revenue, ROAS when paired with spendLaunch proof: Revenue source

Zenoti

Operations / Revenue / Phase 3

OAuth 2.0

Deals, PaymentsEvery 3 hoursReady after connectUnlocks Pipeline, Revenue, ROAS when paired with spendLaunch proof: Revenue source

Follow Up Boss

CRM / Pipeline / Phase 3

API Key

Leads, DealsHourlyReady after connectUnlocks Leads by Source, Pipeline, Revenue, ROAS when paired with spendLaunch proof: Lead/CRM source, Revenue source

TikTok Ads

Ad Source / Phase 3

OAuth 2.0

SpendEvery 6 hoursAdvertiser selectedUnlocks Ad Spend, Campaign Performance, ROAS when paired with revenueLaunch proof: Ad spend source

QuickBooks

Payment Processor / Phase 2

OAuth 2.0

Deals, PaymentsEvery 2 hoursCompany selectedUnlocks Revenue, ROAS when paired with spendLaunch proof: Revenue source

GoHighLevel

CRM / Pipeline / Phase 2

OAuth 2.0

Leads, DealsHourlyLocation selectedUnlocks Leads by Source, Pipeline, Revenue, ROAS when paired with spendLaunch proof: Lead/CRM source, Revenue source

CallRail

Call Tracking / Phase 2

API Key

LeadsEvery 30 minAccount selectedAdds connected data to the tenant dashboard

Google Local Services

Ad Source / Phase 2

OAuth 2.0

Leads, SpendEvery 6 hoursAd account selectedUnlocks Ad Spend, Campaign Performance, ROAS when paired with revenueLaunch proof: Ad spend source

Integration Health

Provider	Status	Selected Resource	Health	Missing Setup	Cadence	Last Success	Next Sync
Google Ads	Connected	Google Ads account: 1234567890	Setup required	Credential connected	Every 6 hours	2026-06-30T11:45:00.000Z	2026-06-30T17:45:00.000Z
Typeform	Connected	Typeform form: form_leads	Setup required	Credential connected	Every 15 min	None	Not scheduled
Close CRM	Connected	Not selected	Setup required	Credential connected	Hourly	None	Not scheduled
Stripe	Connected	Not selected	Setup required	Credential connected, Webhook active	Hourly	None	Not scheduled

Sync History

Provider	Status	Reason	Payloads	Duration	Completed	Error
Google Ads	Succeeded	Manual	1 raw / 1 normalized	60s	2026-06-30T11:45:00.000Z

Your RoleOwnerCan manage client access

Pending Invites1Client client_demo

Team Access

Email	Role	Status	Expires	Action
viewer@example.com	Viewer	Pending	2026-07-07T00:00:00.000Z

Weekly insight email

Who gets this client's Monday email. Leave empty to pause it.

White-label branding

How this client sees their dashboard. Turn white-label on to replace SIRJ with the brand below.

Tier	Price	Limit
Starter	$299.00/mo	5 clients
Pro	$599.00/mo	15 clients
Scale	$1,199.00/mo	Unlimited clients

Audit AccessOwnerclient_demo operations

Recent Events2Newest first

Audit Trail

Time	Action	Actor	Resource	Detail
2026-06-30T11:55:00.000Z	Integration connected	user_demo	Integration Connection: conn_google_ads	Provider: Google Ads
2026-06-30T11:50:00.000Z	Billing updated	user_demo	Subscription: acct_demo	Tier: Pro / Status: Active

Ad Spend$100.002026-06-01T00:00:00.000Z to 2026-06-30T23:59:59.999Z

Revenue$2,800.00Attributed

ROAS28.00xReport snapshot

Leads11 deals

Apex HVAC Report

Generated	2026-06-30T12:00:00.000Z
Dashboard Source	2026-06-30T12:00:00.000Z
Top Campaign	HVAC Spring

Export History

Created	Status	Output	Error
2026-06-30T13:01:05.000Z	Completed	Open PDF

Active1Anomaly alerts

Sent1Deliveries

Failed0Needs review

Notifications

Status	Type	Recipient	Subject	Provider ID	Error	Time
Active	Anomaly Alert	dashboard	IG Awareness has spent $500.00 with zero attributed leads.			2026-06-30T12:00:00.000Z
Sent	Weekly Insights Email	owner@example.com	Your weekly ROI report - Apex HVAC	demo_msg_1		2026-06-30T12:00:00.000Z

Client memberships	client_memberships
Client invitations	client_invitations
Notifications	notifications
Integration connections	integration_connections
Encrypted integration credentials	integration_credentials
Integration sync state	integration_sync_states
Integration sync runs	integration_sync_runs
Raw integration payloads	raw_integration_payloads
Normalized events	normalized_events
Attribution matches	attribution_matches
Dashboard snapshots	dashboard_configs
Ask Data cache	ask_query_cache
Report snapshots	report_snapshots
Report exports	report_exports

Notifications	notifications
Report exports	report_exports
Report snapshots	report_snapshots
Ask Data cache	ask_query_cache
Dashboard snapshots	dashboard_configs
Attribution matches	attribution_matches
Normalized events	normalized_events
Raw integration payloads	raw_integration_payloads
Integration sync runs	integration_sync_runs
Integration sync state	integration_sync_states
Encrypted integration credentials	integration_credentials
Integration connections	integration_connections
Client invitations	client_invitations
Client memberships	client_memberships

Attribution matches	attribution_matches
Normalized events	normalized_events
Raw integration payloads	raw_integration_payloads

Apex HVAC

Recent Activity

Campaign Performance

ROAS by Channel

Leads By Source

Form Conversion Rates

Pipeline

Client Workspaces

Clients

Provider Catalog

Google Ads

Meta Ads

Close CRM

Typeform

Stripe

HubSpot

Jobber

Jotform

Salesmsg

Housecall Pro

Zenoti

Follow Up Boss

TikTok Ads

QuickBooks

GoHighLevel

CallRail

Google Local Services

Integration Health

Sync History

Team Access

Weekly insight email

White-label branding

Billing

Compliance Controls

Export Package Includes

Deletion Order

Retention Scope

Audit Trail

Apex HVAC Report

Export History

Notifications