Scaling Edge Good morning
Team capacity
Top ad accounts
| Client | Spend | Leads | Booked | CPA |
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Recent applicants
| Name | Role | Stage | Applied |
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Show detail
Ask HQ
Live data from ClickUp, GHL, Meta, Fathom, DriveWhat do you want to know?
Funnel
Scaling Edge's own paid funnel: spend to leads to booked calls to revenue.Show detail
Leads 0
| Name | Contact | Website | Business | Budget | Timing | Status |
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Booked calls 0
| Name | Contact | Website | Business | Budget | Timing | Booked |
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How to use this dashboard
Short walkthroughs of each area. Watch the one you need, not all of them.Recurring revenue
Active MRR, monthly fee per client and churnSales calls
Every booked call from GHL, its outcome and the cash behind it.| Name | Source | Type | Outcome (tap to set) | Cash contracted | Cash collected | Call date | Booked |
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Content coach
Weekly Instagram coaching from your own post data plus rival creators' outliers. It analyses and coaches, it never writes your posts.People
Profiles, scorecards, weekly projections, the meeting hub and end of day forms.All clients
Ad Ops
Scheduled media-buyer workflows across every client ad accountCompare ads
Side-by-side competitor ad comparisonClient success
Every active client, the stage they are at, and what is blocking them.Call reviews
Every sales call from Fathom, scored against the sales framework, plus the patterns across a period.Tasks
Live mirror of ClickUp · changes write backMeetings
Fathom feed from the Javen and Scaling Edge accounts.Ad performance
Meta ad results per client. Pick a client for the full picture.About the currency conversion
| Client account | Spend | CTR | CPC | Link clicks | Leads | CPL | Booked | CPA |
|---|
Goal numbers
Type your targets and rates and see exactly what the funnel must produce.Goal numbers
Gold boxes = you fill in. Everything else calculates live. Save shares it with the team.Simulator
Change any input and the whole money model recalculates: projection, averages per sale, monthly and weekly targets.Funnel calculator change any blue input and the whole model recalculates
Bottleneck
Diagnose the leak by funnel type (VSL, Lead Form Hybrid, Webinar, Cold Outbound). Benchmarks blend Jeremy Haynes' frameworks with cross-industry B2B high-ticket data.Funnel diagnostic
Fill only the blue column with this period's numbers. Percentages as %, costs in £. Leave a row blank if you don't track it. RED = below the industry floor, AMBER = between floor and good, GREEN = at or above good. Fix the highest-up red first.
Hiring
Shareable application links per roleApplication links
Training portal
Onboarding portal, training videos and SOPs in one placeTraining library …
Removed videos
Staff training portal
The course portal in the Scaling Edge community on GoHighLevel, and the SOP library.
Quick SOP search
Admin
Client wiring, integrations and the AI EditorClients
Add or update client wirings (PIT, location ID, ad account, calendar IDs). Validates against GHL live.
Wired clients
Clients currently wired into the Client Marketing tab.
Integrations status
ClickUp connection
Uses an OAuth token that never rotates, connect once and forget it. Personal tokens (used before) get regenerated every ~2 weeks; OAuth persists forever unless you revoke it.
AI Editor full agent
Talk to it like a developer on your team. It searches and reads the dashboard code itself, makes the edits, checks its own work, can look at live client and ad data, and ships to the live site when you tell it to. Multi-step requests and follow-up messages are fine. Everything it publishes is reversible from the version history below. It can change and deploy the backend too: the APIs, the lead funnel pages and the hiring form.