Dashboards & Analytics

Operational dashboards that show owners what needs
action next.

Dashboards and analytics for operators: CRM status, bookings, lead sources, workload, data hygiene, automation health, and monthly reporting without turning every view into decoration.

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Core stack

[ POSTGRESQL ][ SUPABASE ][ CRM REPORTS ]

01 // Systems

Reporting & decision systems

Production dashboards mapped by the question they answer.

High

Action Queue Dashboard

A do-this-next dashboard that inverts traditional reporting: instead of metrics, it surfaces the prioritized list of records that need human action right now — overdue follow-ups, leads with no owner, booked-but-not-confirmed, hot leads untouched past SLA, no-shows to recover, hygiene errors to fix — each as a clickable worklist item. It composes signals from across the suite into one ranked queue. The capstone view that makes the analytics actionable rather than observational.

Open system
Medium

Admin & System Monitoring Report

An internal operations dashboard for the people running the system — recent admin actions (audit log), route health checks, critical monitoring events, error/spam spikes, and rate-limit hits — so the operator's own platform is observable, not just the business funnel. It consolidates admin_audit_log, monitoring_route_checks, and monitoring_events into one operational read. This is the run-the-system view that complements the run-the-business dashboards.

Open system
High

Automation Health Monitor

A monitoring dashboard for the automations that keep the funnel alive — admin-notified, auto-reply-sent, webhook processed, scheduled job ran — showing success/failure counts, last-success timestamps, and gaps where an expected automation didn't fire. It reads the monitoring_events table and the lead notification fields to answer 'is the plumbing actually running?'. It reports on automations; it does not build or run them.

Open system

02 // Live view

Dashboard freshness panel

A reporting board where every metric points to the next owner action.

Views/Overview
PreviewPublish view
Sources read

Connected data

Modeled + de-duplicated

Definitions checked

Metric definitions

One agreed source of truth

Metric refreshed

Refreshed views

Action queued

Freshness•Live sources 8
Auto-refresh on

03 // Active surfaces

Where the work is published

A metric refreshes and points to the next owner action.

Online

Proof

Real build proof for this service — workflow screenshots and architecture diagrams.

OpenView
Online

Case Studies

Real builds for this service — the stack, the workflow, and the outcomes.

OpenView
Online

Systems

The systems we build for this service, with steps and fallbacks.

OpenView
Online

Packages

Scope tiers with deliverables and timelines for this service.

OpenView

Verified inventory

Real, HMX-owned dashboard work — case studies, systems, and proof artifacts you can open and read, not placeholder tiles.

19Systems
25Cases
Case studies25
Systems19
Proof artifacts2

04 // Control layer

What you actually control

A metric refreshes and points to the next owner action. Every dashboard ships with the definitions, the source checks, and the fallback path written down — so the numbers stay trustworthy after handover.

Explore systems

Owner outcomes

  • One source for weekly review
  • Cleaner definitions before charts
  • Action queues instead of vanity metrics
  • Data freshness checks

05 // Case studies

Outcome-driven dashboards

Dashboards & Analytics · Monitoring

Admin Monitoring Event Review Dashboard

A consolidated review surface over monitoring events and route checks so an admin can scan system health and recent anomalies in one pass each morning.

One pass for events, route checks, and audit entries • Failing routes listed against passing ones

Dashboards & Analytics · Automation Health

Automation Failure Monitor Dashboard

A monitor that surfaces automation and webhook failures from the monitoring event log so silent breakages get seen the same day instead of weeks later.

Failures from the event log surfaced same-day • Per-type counts for webhook, send, and rate-limit events

Dashboards & Analytics · Bookings

Booking Status and No-Show Visibility Board

A board that joins booking status against actual attendance so the team can see booked, completed, and no-show counts in one place instead of inside the calendar tool.

One board for booked, completed, and no-show counts • No-show rate as a tracked number by week and source

06 // Proof

Measured, not assumed

25
case studies
19
systems
2
proof artifacts
3
scope tiers

07 // Process timeline

From sources to the action queue

  1. 01Sources read
  2. 02Definitions checked
  3. 03Metric refreshed
  4. 04Action queued
  5. 05Owner handoff with definitions documented

08 // Technology Stack

  • PostgreSQL
  • Supabase
  • CRM reports
  • Vercel
  • CSV
  • GoHighLevel
  • Supabase Postgres
  • monitoring_events / monitoring_route_checks / admin_audit_log

09 // Delivery Pipeline

Source audit → metric definitions → data modeling → dashboard build → freshness & QA checks → owner review → handover with documentation.

10 // Trust Signals

Built on the tools you already run

Built with real HMX dashboard tool paths

PostgreSQLSupabaseCRM reportsVercelCSVGoHighLevelSupabase Postgresmonitoring_events / monitoring_route_checks / admin_audit_logPostgreSQLSupabaseCRM reportsVercelCSVGoHighLevelSupabase Postgresmonitoring_events / monitoring_route_checks / admin_audit_log

11 // FAQ

What types of businesses do you work with?

Mostly founders, operators, service businesses, agencies, and small teams that need a cleaner website, CRM, automation, dashboard, or AI-assisted workflow.

What happens on the discovery call?

We walk through the current tools, bottleneck, lead path, handoffs, risk points, and what should happen after the build is live.

What information do I need to provide to get started?

The intake asks for the services you need, current tools, business context, pain point, budget tier, timeline, access limits, compliance concerns, and contact details.

Are there recurring fees?

Not by default from HMX Zone. Ongoing maintenance is optional; platform costs are paid to the platform providers.

12 // Specialized units

Built for the decision layer.

Data cleanup, source modeling, review dashboards, report cadence, and exception flags.

Medium

Booking & No-Show Status Report

A reporting view over the booking lifecycle — invited, booked, rescheduled, completed, cancelled, no-show — that turns Cal.com webhook events plus CRM lead booking fields into rates and counts: book rate from lead, no-show rate, reschedule rate, and time-to-book. It gives owners a weekly read on whether reminders and scheduling are working. Strictly a measurement layer over existing booking data, not the booking automation itself.

View system
Medium

Call Outcome Dashboard

A dashboard that summarizes the outcomes of sales/discovery calls logged against leads — connected, voicemail, no-answer, booked-from-call, not-interested, callback-requested — with counts, connect rate, and outcome mix per owner and per day. It turns call-disposition notes captured in the CRM into a trend instead of scattered text. Reporting only: it reads dispositions, it does not place or transcribe calls.

View system
Medium

Campaign Performance View

A campaign-level view that ties leads and bookings back to the campaign/UTM that drove them and reports volume, cost-aware efficiency (if spend is provided), and downstream quality — booked rate and completed rate per campaign — so spend follows what converts, not just what clicks. It joins captured UTM campaign data to lead outcomes and optionally an imported spend table. Strictly an analytics view over campaign metadata; it does not run ads.

View system