Business dashboard
Know where you stand, and what to do next.
Money, sales, calls, tickets and hours on one Dashboard, plus Sam, an AI bot who briefs you on any customer, deal or meeting when you ask.
Free plan, no card. Your numbers show up as soon as your customers and deals come over.
One app instead of your reporting stack.
From "how are we doing?" to the next step.
Here is one Monday morning for an agency owner, from the Dashboard to a brief and a task, without leaving Alori.
- 1The Dashboard shows money and sales
- 2The deals list sums itself up
- 3Ask Sam in plain words
- 4Catch up on a customer before the call
- 5The week lands in your texts
What changes on Monday.
- 01
BeforeA spreadsheet rebuilt by hand every Monday
With AloriThe Dashboard shows money, sales and the day's work, live
- 02
BeforeTen minutes in the inbox before every client call
With AloriA brief on the customer, the deal or your next meeting, in one question
- 03
BeforeEach tool's report, each one a little different
With AloriCalls, tickets and hours read from the same customer records
One Dashboard, set the way you like it.
The Dashboard shows your day, your meetings, what waits on you, your tasks, money and sales. Each person picks which widgets show and in what order, by tapping or by asking Sam.
- Money: to collect, quotes waiting and paid this month.
- Sales: open deals, new requests and what was won.
- A summary row above Deals, Customers and Companies.
Every part keeps its own numbers.
Calls, tickets and hours each show the figures that matter for them, compared with the period before, on the same customer records as your deals and invoices.
- Calls: missed, called back within a day, wait time, by hour.
- Tickets: how many and how fast, by assignee, priority or week.
- Hours: by project, person or client, with what's left to bill.
Ask Sam. Get the brief.
Sam reads your customers, deals, invoices, tickets, docs, notes and meeting transcripts at once. Ask in the CRM, by text, by phone or in Slack, and he answers in a few lines.
- "Catch me up on Northwind" brings the whole story.
- "Who's my next meeting?" brings the guests and what was said.
- He answers from Company memory, which grows as your team talks.
Add up your tools. See what you save.
Add the tools you pay for. We count their public prices for your team, take off your Alori plan and show what you save.
Today
Work delivery
ChatGPT
An AI assistant that knows your customers
Business plan, 5 users
$1,200 a year
Smartsheet
Projects, tasks and your own fields, tied to jobs
Pro plan, 5 users
$540 a year
Office time
Calls, emails and paperwork Alori's bots take on
Potential savings
$4,732 a year
61% of what you spend today.
- Work delivery$1,740ChatGPT, Smartsheet
- Office time$5,9805 h a week at $23 an hour, estimated
- Alori Business plan−$2,988
Estimated from public list prices checked in November 2026, billed yearly when that's cheaper. Your results will vary. Calls, texts, video and AI work use your plan's monthly credits. What Alori replaces, tool by tool
Change it by asking.
Your app isn’t frozen on day one. Write what you need, the way you’d text it. Alori makes the change and shows you before anything goes live.
- Who owes us money?
- Catch me up on Northwind Studio
- How many calls did we miss this week?
- Every Friday at 4, text me the week
The full guide
Everything above, in detail: how it works, what it replaces and what it does not.
Short answer: Alori shows how the business is doing on one Dashboard: today's meetings, what waits on you, money to collect, quotes waiting, open deals and what was won. Calls, tickets and hours each have their own numbers, and every list of deals or customers carries a summary on top. When a number isn't enough, ask Sam, the team's AI bot: he briefs you on any customer, deal, company or meeting, searches everything at once and answers by chat, text or phone. It all reads the same records your team works in, so there is nothing to export and nothing to refresh.
The problem: the numbers live in ten places
A small team usually finds out how it's doing by stitching tools together:
- A spreadsheet in Excel or Google Sheets, filled by hand every Monday.
- A BI dashboard like Databox or Looker Studio, connected to each tool and fixed when a connection breaks.
- Each tool's own reports: the CRM for deals, the phone system for calls, the help desk for tickets, the time tracker for hours.
- A chatbot like ChatGPT, fed a pasted export to answer one question.
- A shared doc or wiki for what the business knows, that nobody keeps up to date.
Each one shows part of the picture, a few days late. Alori keeps the work and the numbers in the same app.
What Alori does for seeing how the business is doing
| What you need | What Alori does | What it replaces |
|---|---|---|
| See the day at a glance | The Dashboard shows My day, Upcoming meetings, To handle, My tasks, Money, Sales and This week. Each person picks and orders their own | Spreadsheets, Smartsheet |
| Know where sales stand | A summary above Deals and Customers: open value, monthly recurring revenue, won, lost, new customers, money owed, quotes waiting | HubSpot reports, BI dashboards |
| Know how the phones went | The Stats tab of Calls: calls in and out, missed and called back, wait time, by hour, compared with the period before | Aircall analytics |
| Know how support is doing | Ticket insights: how many, how fast they get fixed, cut by assignee, priority, customer or week | Zendesk Explore, Linear Insights |
| Know where the hours went | A time report by project, person or client, with billable hours and what's left to bill | Clockify reports |
| Catch up before a call | A brief on any customer, deal, company or your next meeting: emails, calls, meeting notes, quotes, invoices and next steps | Digging through the inbox and the CRM |
| Ask anything | Sam searches customers, deals, invoices, tickets, docs, notes and meeting transcripts at once, and answers in plain words | ChatGPT with a pasted export |
How it works
- Open the Dashboard. Your widgets show today's meetings, what waits on you, money to collect and sales. Tell Sam "put money first" or "remove sales from my home" and it changes, for you only.
- Look above any list. Deals, Customers and Companies each have a Summary row. Pick the figures you care about, per tab or per saved view.
- Open the numbers of each part. Calls has its Stats tab, tickets have insights, and hours have a time report, each for the period you pick.
- Ask when you don't know where to look. Type in Ask Sam, text or call Sam's number, or write @Sam in Team chat, Slack or Discord: "Who owes us money?", "How many deals did we win this week?"
- Get the brief before you walk in. "Catch me up on Northwind" gives the whole story of a customer, a deal or a company. "Who's my next meeting?" brings the guests and what was said last time.
- Get the numbers on a schedule. Ask Sam once, "every Friday at 4, send me the week", and it arrives by text, email or Slack every week.
Sam knows the business because Alori remembers it
Sam answers from your real records and from Company memory, the short facts your business runs on: services, prices, policies, who does what. It grows as your team talks to Alori, and you can add or fix a fact in Settings. Bring what ChatGPT or Claude already knows about your business in one paste. Anything that reaches a customer, like a reminder email, waits for your yes.
When you want your own reports
A read key in Connectors › API lets Power BI, Excel or a data warehouse read your customers, deals, quotes, jobs, invoices and tickets. See the API.
What Alori doesn't do yet
- No dashboard builder where you draw your own charts across every part of the app. The Dashboard's widgets and each part's numbers are set, and the API covers the rest.
- No profit and loss or balance sheet: those stay in QuickBooks or Xero, which Alori syncs with.
- The API doesn't read the databases you added yourself yet.
Who it is for
Owners and managers of software companies, agencies and service businesses who want to know where they stand without building a spreadsheet each week. See Tech and SaaS, Agencies and Sam, the AI business manager.
Questions
Another question? Ask it when you start.
No. The Dashboard and the numbers of each part read your records as they are. You can pick which widgets show and in what order.
Yes. Each person picks their own Dashboard widgets and list summaries, and only sees what their role allows.
Yes. Turn Sam on and he gets his own number. Text or call it from your mobile, and he answers from your app.
Alori is free to start, no card needed, with unlimited users on every plan. Sam's answers use your plan's credits. See pricing.
Yes. A read key lets them read your records, 120 requests a minute.
Related pages
See all →- Get foundYour website, campaigns, posts, reviews and leads in one place
- SellFrom the first call to the signed quote and the upsell
- Support customersChat, email, texts, calls and tickets in one place
- Deliver the workDeliver what you sold, on time
- Get paidBill the work and get paid on time
- Run my teamFiles, hours, time off and Team chat