Self Operating Brokerage

Your KPI cards and where the numbers come from.

Understanding your dashboard

How monthly income is calculated and what the $10,000 goal means.

Your monthly income banner and goal

Reading the cash flow chart, your active systems list, and the activity feed.

Cash flow, active systems, and recent activity

Formal monthly performance summaries and when they're generated.

Reading your monthly reports

Print a monthly report or save it as a PDF.

Saving a report as a PDF

Austin Bouley

How to see what your income systems are doing

Dashboard & Reports

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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