Real-time business visibility

Firm Performance Dashboard.

Revenue, pipeline, capacity, and delivery status — pulled from the systems you already use into one place, instead of a Friday afternoon spent asking around.

Updated automatically. No spreadsheet to rebuild every week.

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How it works

What's included

1

Connects to your existing systems

Billing, project management, and CRM data feed into one dashboard — no manual exports.

2

Automatic updates

Numbers refresh on their own, so what you're looking at is current, not last week's snapshot.

3

One view of the firm

Revenue, active work, and capacity in a single screen instead of five logins.

4

Built around what you actually check

The metrics on the dashboard are the ones you asked for — not a generic template.

RUNS ON YOUR PLAN
Firm Performance Dashboard

A live dashboard of revenue, capacity, and delivery pulled from your existing systems.

From $197 CAD per month

Included in every Momentum plan.

No contractMonth to month

Optional: we build it for you — White-Glove Setup, $997 CAD one-time.

Connects to your existing systemsAutomatic daily updatesOne view of revenue & capacityCustom to what you track
No manual data entryWorks with your existing toolsCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.

Built for real workflows

Why local service businesses choose Momentum.

One screen, not five logins

Every system in one view

Always current

Updates automatically

Built around your numbers

Not a generic template

Backed by real people

Calgary-based support

Common questions

Frequently asked questions

A live dashboard connected to your existing billing, project management, and CRM systems, showing the revenue, capacity, and delivery numbers you check most, updated automatically.

Ready to get started?

Put every customer conversation in motion

Start your Momentum account and connect lead capture, follow-up, scheduling, and sales in one workflow.

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