How is this different from a BI tool like Power BI or Tableau?

Off-the-shelf BI tools give you a canvas — you still need someone to build, connect, and maintain the reports, and they rarely cover data entry, workflow triggers, or client portals. We deliver a production-grade product tuned to your operation, not a template you configure yourself.

Do I need to be a Carrtel automation client to get this?

Yes — the ROI dashboard is an add-on that reads from the automations we already run for you, so it is for existing clients rather than a standalone build we sell cold. Not on a plan yet? Start with a free automation blueprint and we will fold the dashboard in once your automations are live.

Can this integrate with the tools we already use?

Almost certainly yes. We connect to tools like QuickBooks, Shopify, HubSpot, Salesforce, Google Sheets, Airtable, Square POS, and custom SQL/PostgreSQL databases through native connectors or their API, and we build the connection as part of setup. If it has an API or exports data, we can almost certainly connect it.

( ROI add-on )

ROI Dashboard · For Automation Clients

01Built on your automations
02One live ROI view
03From $199/mo add-on

See your automations pay off, live.

For Carrtel automation clients: a live ROI dashboard layered on top of the automations we already run for you. Calls answered, jobs booked, leads followed up, invoices chased — all in one view, so you can see exactly what your plan is doing. From $199/mo.

It's an add-on for existing clients, not a standalone build — it plugs into the automations Carrtel already manages, so there's nothing new to wire up.

Book a scoping callGet the free blueprint

For existing automation clientsFrom $199/moLive from your automations

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What's included( 10 capabilities )

What it shows

Built around your automations.

The dashboard reads from the automations we already run for you — the capabilities below are scoped to your operation, not checked boxes on a product page.

Data integration & ETL

Connect CRM, ERP, POS, ad platforms, Google Sheets, and SQL databases into one clean data layer — no more tab-switching.

Custom KPI dashboard

Real-time or scheduled-refresh widgets tuned to the metrics that actually drive your decisions — not generic charts.

Multi-role access

Owner, manager, staff, and client views — everyone sees exactly what they need, nothing they don't.

Workflow automation & alerts

Trigger actions and push-alerts when a KPI crosses a threshold — your dashboard tells you when something needs attention.

Embedded forms & data entry

Replace fragmented spreadsheets with structured data-entry forms built into the same screen your team already uses.

Optional client/customer portal

Give clients a white-labelled view of their own data — reports, project status, invoices — without a third-party tool.

Custom reporting & exports

Scheduled PDF/email reports and on-demand CSV exports so your data reaches the right people automatically.

Mobile-responsive

Full-featured on any screen — your team can pull up KPIs on the floor, in the truck, or between meetings.

API layer for future growth

A clean REST/GraphQL API layer makes every future integration a connection, not a rebuild.

Hosted and run by Carrtel

We host, monitor, and maintain the dashboard as part of your plan — it runs alongside the automations we already manage for you.

Pairs naturally with Carrtel automations

Missed-call text-backs, booking reminders, and lead follow-ups generate data that flows straight into your dashboard. One stack — automation engine and intelligence layer together.

See the automations

Pricing

A monthly add-on. No big setup.

The ROI dashboard is a monthly add-on for existing automation clients — from $199/mo, layered on the automations we already run. No standalone setup project. Pick the level that fits and we’ll turn it on.

ROI Dashboard

See your plan working.

from

$199

per month · add-on for automation clients

Timeline: Live in days

The core add-on: one live view of what your Carrtel automations are doing — calls answered, jobs booked, leads followed up, invoices chased. No new tools to set up.

Built on the automations we already run
5–8 ROI widgets that matter to you
Owner + manager access
Automatic daily refresh
PDF & CSV export
Mobile-responsive
Hosted, monitored & maintained by Carrtel

Add it to your plan

02Most Complete

ROI Dashboard Plus

The whole operation, one screen.

from

$349

per month · for multi-source operations

Timeline: Live in weeks

For clients running more of the stack: pull in extra data sources beyond your automations, give the team role-based views, and add alerts on the numbers you care about.

Everything in ROI Dashboard
Extra data sources beyond your automations
Multi-role views (owner / manager / staff)
Near-real-time refresh
Alert engine on your key numbers
Scheduled PDF / email reports
Priority support

Add it to your plan

Custom Ops View

Tailored to how you run.

scope

Custom

scoped on a call · existing clients

Timeline: Scoped to your needs

For established clients who want a deeper operations view — additional integrations, custom reporting cuts, and a layout mapped to your exact workflow. Scoped on a call.

Additional integrations as needed
Custom reporting & BI cuts
Layout mapped to your workflow
Team permissions
Reviewed and adjusted as you grow

Add it to your plan

For existing automation clientsHosted & maintained by CarrtelNo standalone setup fee

Prices in CAD, per month. An add-on to your automation plan — added once your automations are live.

Not sure which tier fits? — 30 minutes, no obligation, leaves with a clear picture of what we'd build.

How it works( 04 steps )

The process

Clear milestones, no black boxes.

Adding the dashboard follows the same four-step cadence — from a focused discovery call to go-live, with training and ongoing support built in.

Discovery call

60–90 min

We map your data sources, user roles, and the decisions you make daily. You leave knowing exactly what we're building — no surprises.

Simple proposal

Within 3 business days

A short proposal — what the dashboard will show, which of your automations it reads from, and the monthly add-on price. You approve before we build anything.

Build & iterate

Weekly check-ins

We build in sprints with a live staging environment from week one. You see real progress every week and can redirect early.

Launch & run

Go-live + training

We turn it on, walk your team through it, and keep it running as part of your plan — hosted, monitored, and maintained right alongside your automations.

The scoping call is free and takes 60–90 minutes. You'll leave with a clear picture of what we'd build — even if you don't move forward.

Book a scoping call

FAQ( 04 questions )

Common questions.

Anything else on your mind? and ask directly.

Already a Carrtel client?

See your automations in one view.

Book a quick call and we'll add a live ROI dashboard on top of the automations we already run for you — from $199/mo — so you can see exactly what your plan is doing, in one place.

Next step

Free call — 30 minutes.

No obligation. You get a clear picture of what the dashboard would show, the monthly add-on price, and an honest recommendation — whether you add it or not.

Book a scoping call Get the free automation blueprint first

Add-on for automation clients · From $199/mo · Calgary & remote