Pipeline, revenue, activity, and forecast on one live surface — one source of truth for the numbers that run the company, updated from everything underneath. No month-end autopsy.
This module ships finished with your Troy & Company license. Shown below exactly as your clients will see it — under your brand, on your domain, at a price you set. They pay you monthly to run their business on it. Click through the live demo →
Most owners learn how the month went after it’s over — by stitching exports together from five tools. By then the outcome is locked. Steering a growing business needs a live read, not a post-mortem you assemble by hand.
Troy gives you one command surface that updates live from everything underneath — pipeline, revenue, activity, forecast — so you make the call while it still moves the number. Here’s what that looks like.
One surface with every key number — pipeline, revenue, and team activity — updating live as the day unfolds.
A weighted forecast plus the daily pace needed to hit target — with the ability to drill into any number.
Open opportunities and stage health.
Where you are and where you’re headed.
What the team is doing now.
Daily pace to hit target.
See what’s behind any metric.
Every number from live data.
Month-over-month at a glance.
Decide before month-end.
Everything already feeds Troy — nothing to wire.
One surface with every key metric.
Act on live data, not month-end exports.
Adjust course while it still matters.
Your KPIs, your targets, your roles. We configure the view around the levers that actually run your business.
Choose the metrics that define success for your business and put them front and center.
Set revenue and activity goals; the view paces you against them.
Give owners, managers, and reps the right view for their job.
White-label the surface for your company or your clients.
Wearing every hat? One surface tells you where the business stands without opening five tools.
Leading reps and ops? See activity and pipeline health live, and coach before the month closes.
Pushing for a number? Goal pacing shows the daily pace you need and whether you’re on track.
Every module reports to one screen — pipeline, revenue, operations, and goals, live, with drill-down to the record behind any number.
Revenue, pipeline, orders, support load, and team activity in one view that’s current the moment you open it — because it reads the same data the work happens in.
Booked revenue against forecast, pipeline-weighted projections, and trends over time — the number conversation, ended.
Set targets and watch pacing against them daily. Off-track months announce themselves in week one, not at the review.
Any metric drills to the records behind it. “Why is revenue down” becomes a click path, not a meeting.
Week-over-week and month-over-month movement on the KPIs that matter, so you steer on trajectory instead of snapshots.
Owners see everything; managers see their scope. The same live data, framed for whoever’s steering.
Troy is one platform, not a bundle of apps. Here’s what this module reads from — and feeds into — automatically.
Every stage change updates projections live — the forecast is the pipeline, not a spreadsheet about it.
Billed, collected, and outstanding roll straight from invoicing.
Orders in queue, cycle times, and shipments in motion sit next to the revenue they produce.
Lead volume and cost per lead surface beside close rates — the whole funnel, one screen.
Ticket volume and resolution pace appear alongside the growth numbers they protect.
When the command center raises a question, Analytics and Accounting hold the detailed answer.
Troy configures itself to 126 industries. Here’s what this module looks like in a few of them.
Orders, stock value, receivables, and rep performance — the morning screen before the floor gets loud.
Retainer revenue, project throughput, and pipeline in one view across every client.
Jobs booked, jobs completed, cash collected — the week at a glance from the truck.
Orders, fulfillment pace, and support load moving together, watched live.
Roll-up numbers with drill-down to the location behind any dip.
You get the same command center over your client book — workspaces, revenue, and growth as the product you run.
No — it assembles itself from live platform data. Open it and it’s current; there’s nothing to compile, export, or refresh.
Yes — goals and pacing are configurable per workspace, so each business watches the numbers that run it.
Role permissions shape the view — owners get everything; managers and reps see their scope.
It reads the same records the team works in, so it’s current to the moment — a deal won on a phone shows up before the call ends.
Every metric opens to its underlying records. The distance from “revenue dipped” to “here are the exact deals” is one click.
This module — and the other 23 — is included on every plan. Nothing here is feature-gated. Your clients pay you directly at prices you set; we never take a cut.
Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up
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