Cerebro Analytics

No two look alike.

Each of these runs a real business on Cerebro today. They're the customers' own designs, opened up with sample data so you can click around.

A cannabis edibles maker. Shipped revenue, open pipeline, PMP credits and sample cadence for every dispensary account, read from QuickBooks and their order system. The sales team runs its Monday meeting from it.

Find one like yours

Grouped by the kind of team that built it. Every example lists the sources, what the page does, what runs around it and the moment people show their boss.

Across all customers, Cerebro runs 665 dashboards and 9,300+ tiles. These twelve show the range.

Property management
Consultants and the clients they build for
Sales and revenue teams
Operations
Marketing and growth
Seven more, briefly

Venues, creators, retail, AV, fintech ops, bookkeeping and therapy.

Property management

Operators and owners who live in Yardi and AppFolio, with budgets in a spreadsheet and owners who want answers by Monday.

01

Multifamily operator, one page per property

Cedar Point Residential · Juniper Flats, 212 units

A regional manager and the on-site manager open one page per property each morning. Are units filling fast enough? Who owes money, what's about to move out, and are we on budget? The owner's asset manager reads the same page before monthly calls.

Sources

YardiAppFolioQuickBooksBudget in Google SheetsMarket comps

What the dashboard does

  • Opens with a Needs attention list. Each alert has a threshold, like occupancy below the operating floor or tours that aren't turning into leases.
  • Sections for occupancy, financials against the PM budget, the leasing funnel, rent growth, vacancy, work orders, delinquency aging and the market.
  • Drilldowns open a side drawer with the residents or units behind a number.
  • A Data tab lists the sources, definitions, calculation rules and lineage behind every figure.

Around it

  • AssistantExplain and Ask to change buttons open the assistant with that unit or tile loaded.
  • VersionsEvery edit is a version. One click restores an earlier one.
  • CLINew properties start as a copy of the best property page, then get pointed at their own data.
app.cerebroanalytics.com/dashboards/juniper-flats-operating-pulse

Cedar Point Residential · Juniper Flats · 212 units

Operating pulse

WeekMonthT12
OverviewOccupancyFinancialsLeasingDelinquencyWork ordersData

Needs attention

4
  • Upcoming notice exposure · 6 notices, 4 not yet re-leasedLeasing
  • Make-ready queue · 4 units, oldest 11 daysMaintenance
  • Delinquency follow-up · 9 residents over 30 daysOffice
  • Traffic is not converting · 41 tours, 6 net rentalsLeasing

Physical occupancy

93.4%

▴ 0.8 pts vs last month

Leased

95.1%

▴ 1.2 pts

Total delinquency

$18,420

▾ 12% vs last month

NOI, month to date

$142.8k

3.1% above budget

Current vacancy

UnitTypeDays vacantMarket rentStatus
11082x234$1,725Vacant, readyExplain
22141x119$1,385Move-in Nov 4Explain
33023x212$2,040Make-readyExplain
14161x16$1,395Move-in Nov 1Explain
21092x23$1,710Pre-leasedExplain

Yardi, QuickBooks and budget sheet · captured today 6:00

The moment

The page opens on 6 units on notice and 4 in the make-ready queue. One click shows which units.

02

Multifamily owner, portfolio level

Cedar Point Residential · 5 properties, 1,046 units

The owner and asset manager compare five properties on one screen, find the one dragging NOI and prepare investor updates. Four properties run on Yardi and one on AppFolio.

Sources

YardiAppFolioQuickBooksBudget sheetsInvestment model in Google Sheets

What the dashboard does

  • A roll-up grid of every property against every KPI, with sparklines and source freshness in each cell.
  • An NOI map headed "Where NOI comes from." It draws each operating category as a flow from revenue to NOI, with a Total or Per unit toggle.
  • A what-if panel: raise a property's economic occupancy to a target and see what happens to NOI.
  • Investment performance against underwriting. An input that isn't sourced yet shows as gated instead of guessed.

Around it

  • EmbedThe NOI map is shared as a link.
  • AssistantThe team drafted dozens of alternative layouts, from an owner letter to a week-ahead view, before settling on one.
app.cerebroanalytics.com/dashboards/portfolio-noi-map

Cedar Point Residential · 5 properties · 1,046 units

Where NOI comes from.

TotalPer unit

Portfolio NOI, T12

$6.42M

2.4% above underwriting

NOI per unit, T12

$6,138

▴ 3.2% vs last year

Opex ratio

41.2%

▾ 0.7 pts

Occupancy, weighted

92.8%

▴ 0.4 pts

Repairs and maintenance per unit, T12

Riverbend Lofts$1,180
Larkspur Commons$910
Sagebrush Apartments$760
Juniper Flats$690
Mesa Verde Townhomes$540

Portfolio snapshot

PropertyUnitsOccupancyNOI / unitvs budget
Mesa Verde Townhomes9695.8%$7,220+4.6%
Juniper Flats21293.4%$6,740+3.1%
Sagebrush Apartments27093.0%$6,050+0.7%
Larkspur Commons28891.7%$5,910−1.8%
Riverbend Lofts18090.6%$5,480−3.9%

Every figure links to its property page · captured today 6:00

The moment

Click a property and flip to per unit. The one that looked fine in total has the highest repairs cost per unit in the portfolio.

03

Property manager watching the rental market

Cedar Point Residential · Larkspur Commons vs. five comps

A property manager wants to know when a competitor cuts rent or adds a concession before it shows up in their own traffic. They also want a first draft of the owner update.

Sources

AppFolioCompetitor listings, captured twice a week

What the dashboard does

  • A market survey per property: market position, rent by floorplan and when each listing was captured.
  • A comp set of five or six competitors per property, captured Monday and Thursday at 6:00.
  • A property manager desk with today's work, the financial review and a draft owner update, with Prepare owner update and Copy draft buttons.

Around it

  • EmailA market-watch email is drafted every Monday at 8:00 and only sends after the manager approves it.
  • EmbedThe desk is shared as a link.
app.cerebroanalytics.com/dashboards/larkspur-market-survey

Cedar Point Residential · Larkspur Commons · market survey

Where we sit against the comp set.

This week4 weeks13 weeks
Market positionFloorplan rent detailSource freshness

Our avg asking rent

$1,612

flat this week

Comp set avg asking

$1,574

▾ $22 this week

Our premium to market

+2.4%

▴ widening

Comps with concessions

3 of 5

▴ 1 this week

1x1 floorplans, captured Monday

PropertySizeAsking rentChangeConcession
Larkspur Commons720 sf$1,4500none
The Alder690 sf$1,395−$456 weeks free
Pine Hollow750 sf$1,4800none
Granite Row705 sf$1,410−$30$500 off
Northfield Place735 sf$1,465+$15none

Comp listings captured Mon 6:04 to 6:12 · AppFolio synced today 5:30

The moment

Monday, 8:00. "Two comps cut 1-bed rents this week. One added six weeks free." The email waits for the manager to approve it.

Consultants and the clients they build for

Firms and solo operators who build dashboards for clients. Most of these were built without our help.

04

Consulting firm, client retainer portals

Northgate Ops Partners · for Bluefin Logistics

A small consulting firm sells monthly retainers. Each client wants to see hours used against the commitment and what the team worked on. The partners want a consultant scorecard and a bonus forecast.

Sources

Google Sheets timesheetsZoho DeskZoho CRMZoho BooksPostgres

What the dashboard does

  • One delivery and billing portal: commitment, hours used, projected month end and a work log by person and task.
  • Calendar and work log views, and cumulative hours against a month-end projection.
  • Inside the firm, a consultant scorecard with a bonus pool calculator and a view of where partner commissions come from.

Around it

  • EmbedEach client gets a copy of the template with one client filter, shared as a link that needs no login.
  • CloneFive client portals went out in two weeks. A second firm now runs the same template.
embedded.cerebroanalytics.com/e/bluefin-october-retainer

Northgate Ops Partners for Bluefin Logistics · October retainer

62% of this month's hours are used.

OverviewCalendarWork log

Monthly commitment

40.0 h

Hours used

24.8 h

▴ 6.5 h this week

Projected month end

41.6 h

1.6 h over at this pace

Overage last month

0.0 h

on commitment

Cumulative hours vs. commitment

UsedCommitment pace
Oct 1Oct 6Oct 11Oct 17

Work log

DatePersonTaskHours
Oct 17M. OkaforCRM pipeline cleanup2.5
Oct 16R. LindqvistTicket 4411, invoice sync1.0
Oct 16M. OkaforWeekly ops review1.0
Oct 15T. GarzaQuote template build3.0

Timesheets and help desk · synced 12 min ago

The moment

A client opens their link mid-month and sees 62% of the commitment used, on pace to finish over, with every hour listed.

05

Classroom technology integrator, finance

Brightpath Classroom Systems

Built by the consulting firm above, for one of its clients

Finance needs to see signed work that hasn't been invoiced, and act on it from inside the accounting app they already use.

Sources

Zoho BooksZoho CRMHubSpotPayrollNetSuite history import

What the dashboard does

  • An open sales order backlog: open backlog, open orders, partially billed orders and open AR on linked invoices.
  • A detail table of every open order that sorts by uninvoiced amount.
  • A sales scoreboard, a job costing roll-up, a warehouse PO tracker and a month-end commission accrual estimate.

Around it

  • EmbedThe backlog runs inside the accounting app.
  • ActionA Ready to bill button posts to the client's own workflow tool.
Your accounting app

Brightpath Classroom Systems

Finance workspace

OverviewInvoicesBacklog

Brightpath Classroom Systems · Finance

Signed work that hasn't been billed.

Open backlog

$2.84M

▴ 4%

Open orders

131

▾ 6

Partially billed

$812K

Over 90 days

17

▾ 3

Open sales orders

OrderCustomerOpen amountAge
SO-10482Westlake Unified$118,60064dReady to bill
SO-10511Cedar Valley Schools$88,25041d✓ Sent to billing
SO-10530Harbor County ISD$47,30018dReady to bill
SO-10397St. Brendan Academy$30,950112dReady to bill

Accounting and CRM · synced 8 min ago

Live data · no login neededPowered by Cerebro Analytics

The moment

Inside the accounting app, the finance lead sorts by uninvoiced amount and clicks Ready to bill on the top order.

06

School software company, customer health

Trellis School Software

Built by a partner at the consulting firm above

Leadership wants to know which schools are really customers, which have gone quiet and which have left. The CRM, the help desk, two billing systems and the product all disagree.

Sources

HubSpotFreshdeskPayJunctionStripeQuickBooksProduct databaseSpreadsheets

What the dashboard does

  • Every school matched across the systems, with a confidence score for how far the evidence agrees.
  • A leadership view and a cleanup workspace. Each disagreement becomes a next action for account management, sales ops or finance.
  • "Low usage needs an explanation": current customers with no logins, and former customers still using the app.

Around it

  • ConnectorUses Cerebro's native PayJunction connector.
  • AssistantBuilt in working sessions with the client, then reviewed together on screen.
app.cerebroanalytics.com/dashboards/customer-portfolio

Trellis School Software · Customer portfolio

Our schools. Our relationships.

LeadershipTeam cleanup

Likely active schools

1,284

Confirmed by 2+ sources

1,031

80% of active

Quiet current customers

96

needs an explanation

Records needing a decision

212

▾ 40 this week

Where the systems disagree

SchoolCRMLast app useBillingConfidenceNext action
Riverside MiddleCustomer94 daysPaid Oct 1MediumAccount Mgmt: check usage
North Hills AcademyChurned2 daysNo invoiceLowFinance: billing gap
Lincoln CharterProspect11 daysPaid Sep 15LowSales Ops: fix CRM stage
Oak Park PrepCustomernoneCard failedMediumFinance: dunning
Maple Grove ElementaryCustomer3 daysPaid Oct 1Highnone

CRM, help desk, two billing systems and the app database · synced 25 min ago

The moment

One school shows Active in the CRM, no logins in 90 days and a current payment. The page says which to trust and which team fixes the record.

Sales and revenue teams

Call lists, cleanup queues and the Monday meeting, with buttons that do the next step.

07

B2B distributor, sales reps

Keystone Office Supply

Built by a self-serve consultant for two distributor clients

Each rep starts the day with a ranked list: who to call, which accounts are slipping against last year, and what each account should be buying and isn't. The owner gets one screen of everything waiting on the company.

Sources

ERP database, queried liveQuickBooksBusiness CentralPipedriveMailchimp

What the dashboard does

  • An action board that opens with "Good morning, Dana." and pacing against selling days left.
  • Growth signals: call these first, the biggest cross-sell openings, accounts slipping against last year and accounts gone quiet.
  • An account view. Type an account, order number or item and see what's driving this month.

Around it

  • ActionLog call and Log email buttons write to the activity log, with an undo.
  • AssistantDraft outreach opens the assistant with the account already loaded.
  • WebhookA weekday automation sent the day's top accounts to a webhook at 7:45.
app.cerebroanalytics.com/dashboards/action-board

Keystone Office Supply · Action board

Good morning, Dana.

HomeAccountsConsole

Month to date

$86.4k

92% of pace

Selling days

14 of 22

Calls logged today

9

target 15

Gone quiet, 60+ days

12

▾ 2

Call these first

AccountSignalLast orderYearly spend
Lakeside Property GroupGone quiet74 days$48,200Log callDraft outreach
Pioneer Title Co.Down 31% vs last year9 days$36,900✓ Called this cycle
Crossroads ChurchCross-sell: janitorial18 days$15,300Log callDraft outreach
Elm Street PediatricsNew account, deepen6 days$8,400Log callDraft outreach

ERP database, queried live · QuickBooks synced 20 min ago

The moment

Lakeside Property hasn't ordered in 74 days and used to order every 21. The rep drafts outreach, logs the call, and the account drops to the bottom.

08

B2B services company, revenue team

Summit Field Services

Built by a self-serve consultant

Leadership tracks demos booked, where they came from and wins against goals. Marketing ops cleans spam out of the CRM every day without opening each record.

Sources

Zoho CRMZoho CampaignsZoho Analytics

What the dashboard does

  • A leadership dashboard: demos by month and source, win rate by lead source, closed amount against goal and pipeline by stage.
  • A spam review queue that flags people who asked for a demo so someone checks them first.
  • A booking drop-off tracker that shows who started booking a demo and where they stopped.

Around it

  • ActionJunk and Not spam buttons run a CRM function for that contact, then hide the row while the CRM syncs back.
  • EmbedSeveral dashboards are shared as links.
app.cerebroanalytics.com/dashboards/spam-review

Summit Field Services · CRM hygiene

Spam review

In the queue

58

▾ 22 this week

Needs a decision

19

Hand raisers

4

check these first

Marked junk

312

last 30 days

Review queue

ContactSourceReasonCreated
contact-88213Web formDisposable emailOct 19JunkNot spam
contact-88207ChatGibberish nameOct 19✓ Marked junk
contact-88191Web formDuplicate phoneOct 18JunkNot spam
contact-88174Paid socialBlocked domainOct 18JunkNot spam

Zoho CRM · synced 3 min ago

The moment

Click Junk and confirm. The row disappears, and in the CRM the contact is marked junk.

09

Food manufacturer, weekly sales meeting

Hearth & Grain Baking Co.

The sales team runs its Monday meeting from one page. Leadership wants gross to net, customer and SKU profitability, and cost per unit by lot.

Sources

Snowflake warehouseERPQuickBooksGoogle Drive and Sheets

What the dashboard does

  • A sales command center with weekly, accounts, orders, pipeline, products, forecast and samples views.
  • A gross-to-net bridge, and a See math link on the forecast.
  • "Who still needs an order": accounts that ordered every month last year and haven't yet this month, each with its owner.

Around it

  • EmbedShared as a link for the meeting.
  • AccessOne rep has a private copy limited to their own accounts.
app.cerebroanalytics.com/dashboards/sales-command-center

Hearth & Grain Baking Co. · Sales command center

Monday sales meeting.

WeeklyAccountsPipelineSamples

Gross sales, MTD

$1.06M

▴ 8% vs last year

Net sales, MTD

$884K

▴ 5%

Price and promo deductions

16.6%

▴ 1.2 pts of gross

Shipped + scheduled vs goal

91%

Who still needs an order

CustomerOwnerLast orderMTD grossSame month LY
Valley Fresh MarketsJ. Ortiz38 days$0$42,100
Bluebird Co-opM. Hale41 days$0$9,600
Northline GrocersJ. Ortiz12 days$27,400$31,800
Copper Kettle CafesS. Nguyen6 days$18,900$15,200

Snowflake gold layer · rebuilt 5:00 · see math on every forecast

The moment

In the Monday meeting, Who still needs an order lists the accounts that usually have ordered by now, each with its owner.

Operations

Pages that run a live operation, read at 7:30 in the morning or from a TV across the room.

10

Wellness clinic, fulfillment and providers

Evergreen Vitality Clinic

The fulfillment team ships program orders, and a TV on the wall shows what's due today, what's overdue and what's going abroad. Clinic leadership compares providers on caseload, renewals and paid invoices.

Sources

HighLevel, two locationsEHRPaymentsQuickBooksZoho InventoryAirtableMeta AdsGoogle AdsYouTube

What the dashboard does

  • TV 01, Clear the board: due today, overdue, needs a ship date and international, with a dark screen mode.
  • A dispatch board and a team scoreboard for the other screens.
  • Provider ops: caseload, the next 14 days of visits, renewals due and paid invoices by provider.
  • Cohort CAC against LTV at months 0, 3 and 6.

Around it

  • EmbedThe TV boards are embed links, so the screen needs no login.

Evergreen Vitality Clinic · TV 01

Dark screen

Clear the board

Overdue

0

Due today

14

Need ship date

6

International open

3

Shipped today: 22 orders, 61 units · refreshes every minute

The moment

The shipping room TV reads Overdue 0, Due today 14, International open 3. The count drops as the team packs.

Marketing and growth

Spend decisions made before 9 a.m., with the numbers already in the channel.

11

DTC subscription brand, media buying

Fernhouse Home Goods

Media buyers decide each morning where to move spend. They need blended CAC and new-customer ROAS against target, by platform, with first-party attribution next to what the ad platforms report.

Sources

BigQueryGA4Meta AdsTikTok AdsAppLovinMicrosoft AdsAmazonOrders and billing

What the dashboard does

  • Media buying views: blended, by platform, by traffic source and daily, with 3-day and 7-day windows.
  • A first-party or platform-reported toggle, and rows that expand from platform down to campaign.
  • A rebill revenue outlook for finance: scheduled against actual, with a month-end trend.

Around it

  • SlackEvery morning at 6:55 the CAC and ROAS section posts to Slack as an image.
  • AutomationThe AI's read goes in the thread: are we on target, why not, and what to change.
# media-buying

CerebroApp6:55 AM

Blended CAC and ROAS · daily

Fernhouse Home Goods · Media buying

Are we on target this morning?

3D7D

Blended CAC, 7D

$38.40

$4.40 over $34 target

New-customer ROAS

1.42

target 1.55

Spend, 7D

$186.2k

▴ 6%

New customers, 7D

4,849

▾ 3%

Blended CAC vs. target

CACTarget
MonTueWedThuFriSatSun

Warehouse, first-party attribution · updated 6:50

Open in Cerebro

Thread · AI summary

  • • CAC is $4.40 over the $34 target. Most of the gap is one platform's prospecting campaigns.
  • • Two campaigns are under $30. Move budget there first.

The moment

6:55 a.m. The CAC chart lands, and the thread says CAC is $4 over target because of one platform's prospecting campaigns.

Smaller builds that earn their keep

Not every dashboard runs a company. These are the ones people check every day anyway.

Multi-venue entertainment and food service

An operations control room: a location scorecard, comps and discounts, sales by hour, labor productivity and top menu items. The restaurant accounting numbers are checked against the POS and the event booking system.

Restaurant accountingPOSEvent booking

Kids' content creator

"Every video. The whole picture." YouTube and Instagram compared video by video.

A text message with views and growth every morning at 8:55.

YouTubeInstagram

Flooring retailer

Sales and pipeline across every store, from the flooring ERP and the CRM.

Embedded for the team.

Flooring ERPZoho CRM

AV integrator

Job WIP: earned against billed, budget against actual, cash, out-of-scope review, crews and service.

D-ToolsZoho Books

Credit marketplace

System health for application intake, routing, review queues and failed text messages.

Embedded for the ops team.

Bookkeeping firm

A margin scenario planner for each staff member, from payroll and invoices.

PayrollInvoices

Therapy practice

Provider operations and practice growth, from aggregate numbers only.

SimplePractice

Yours goes here

Connect the system you report from most and describe the page you keep rebuilding in a spreadsheet.

Patterns worth copying

Ask the dashboard assistant for any of these by name.

Headlines that are sentences

"Where NOI comes from." "Good morning, Dana." "Low usage needs an explanation." The page says what it's for.

Exceptions first

Open on what needs attention or who to call. KPIs come next, then the trend, then the detail.

A drawer behind every number

Click a KPI, a bar or a row and the records behind it open on the side.

Trust on the page

Source freshness next to the numbers, a definitions tab, and a dash instead of a zero when a query fails.

Buttons that hand off

Explain, Draft outreach and Ask to change open the assistant with context. Log call and Junk do one job and confirm first.

Built for the room

A TV board for the warehouse, a phone layout for the leasing office, slides for the board meeting.

Custom dashboardsFor agencies and consultantsFor property management

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