Executive View — Troy
Executive View

Every number behind every decision.

Pipeline, revenue, activity, and forecast on one live surface — one source of truth for the numbers that run the company, updated from everything underneath. No month-end autopsy.

Replaces BI dashboards + manual reports
Executive View
Every number behind every decision.
meettroy.ai

Find out while you can still change it.

Most owners learn how the month went after it’s over — by stitching exports together from five tools. By then the outcome is locked. Steering a growing business needs a live read, not a post-mortem you assemble by hand.

Troy gives you one command surface that updates live from everything underneath — pipeline, revenue, activity, forecast — so you make the call while it still moves the number. Here’s what that looks like.

A guided tour

The Executive View, screen by screen.

Command dashboard — live pipeline, revenue, and activity
Command view

The whole business, at a glance.

One surface with every key number — pipeline, revenue, and team activity — updating live as the day unfolds.

  • Live pipeline — open opportunities and stage health.
  • Revenue — where you are versus where you’re headed.
  • Activity — what the team is doing right now.
  • One source of truth — every number traces to live data.
Forecast and goal pacing
Forecast & pacing

Where you’re headed, and the pace to get there.

A weighted forecast plus the daily pace needed to hit target — with the ability to drill into any number.

  • Weighted forecast — realistic, best, and worst case.
  • Goal pacing — the daily pace to hit your target.
  • Drill down — click any metric to see what’s behind it.
  • Steer in real time — adjust while it still matters.

Everything in the Executive View

Live Pipeline

Open opportunities and stage health.

Revenue & Forecast

Where you are and where you’re headed.

Activity

What the team is doing now.

Goal Pacing

Daily pace to hit target.

Drill Down

See what’s behind any metric.

One Source of Truth

Every number from live data.

Trend View

Month-over-month at a glance.

Real-time Steering

Decide before month-end.

How it works

1

Connect

Everything already feeds Troy — nothing to wire.

2

Open

One surface with every key metric.

3

Decide

Act on live data, not month-end exports.

4

Steer

Adjust course while it still matters.

Make it yours

The command view, focused on your numbers.

Your KPIs, your targets, your roles. We configure the view around the levers that actually run your business.

Your KPIs

Choose the metrics that define success for your business and put them front and center.

Your targets

Set revenue and activity goals; the view paces you against them.

Your roles

Give owners, managers, and reps the right view for their job.

Your branding

White-label the surface for your company or your clients.

Where it shines

Built for whoever’s steering the company.

Owner steering solo

Wearing every hat? One surface tells you where the business stands without opening five tools.

Managing a team

Leading reps and ops? See activity and pipeline health live, and coach before the month closes.

Chasing a target

Pushing for a number? Goal pacing shows the daily pace you need and whether you’re on track.

The whole business at a glance — and time to act on it.

Explore more of Troy

Get the command view of your business.

Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up

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