Dashboards
Which dashboard are you looking for?
Three workspaces, one platform. Each dashboard is unlocked by a private link we send to your email at signup. Lost the link? Enter your address below and we’ll resend it.
For sellers
Business owner
Track your Exit Readiness Score, matched brokers, upcoming meetings, and action items ranked by dollar impact.
- Score + valuation report
- Matched brokers shortlist
- Meeting scheduling & cancels
- Priority action items
One-time link. No password. Keeps you signed in for 30 days.
For advisors
Broker & advisor
Own your pipeline. Manage bookings, contacts, event types, and availability — all with a public booking link ready to share.
- Kanban CRM pipeline
- Bookings & availability
- Contact detail + activity log
- Public booking page
One-time link. No password. Keeps you signed in for 30 days.
For platform
Admin
Cross-advisor oversight — bookings, contacts, and the platform pipeline across every advisor on the roster.
- Cross-advisor pipeline
- All bookings view
- All contacts search
- Advisor roster
Admin access uses the shared password set on the platform env.
Search your email for “Your Exit Path.”
Sellers: it’s in the email you received after submitting a match request — the subject line starts with “Your matched brokers.” Advisors: it was sent when you onboarded. In both cases the URL contains a unique token; treat it like a password (do not share).
Prefer to start over?