Connects to your existing systems
Billing, project management, and CRM data feed into one dashboard — no manual exports. Everything already in Momentum reports out of the box; connecting an outside system is scoped and quoted first.
Real-time business visibility
Firm Performance Dashboard.
Revenue, pipeline, capacity, and delivery status — pulled from the systems you already use into one place, instead of a Friday afternoon spent asking around.
Updated automatically. No spreadsheet to rebuild every week.
Get Started →How it works
What's included
Automatic updates
Numbers refresh on their own, so what you're looking at is current, not last week's snapshot.
One view of the firm
Revenue, active work, and capacity in a single screen instead of five logins.
Built around what you actually check
The metrics on the dashboard are the ones you asked for — not a generic template.
INCLUDED WITH GROWTH
Firm Performance Dashboard
A live dashboard of revenue, capacity, and delivery pulled from your existing systems.
From $697 USD per month
Included with Momentum Growth ($697 USD/month).
No contractMonth to month
Optional: we build it for you — White-Glove Setup, $997 USD one-time.
Dashboards & reporting across your accountAutomatic daily updatesOne view of revenue & capacityCustom to what you track
No manual data entryOutside systems connected on scopeCancel anytimeSupport from a real team
Get Started30-day money-back guarantee*.
Your plan fee covers the software. Any texts, calls, or emails sent from your account are billed separately as you use them, at pay-as-you-go rates. Prices in USD, exclusive of tax.
Built for real workflows
Why local service businesses choose Momentum.
One screen, not five logins
Every system in one view
Always current
Updates automatically
Built around your numbers
Not a generic template
Backed by real people
Calgary-based support
Common questions
Frequently asked questions
A live dashboard connected to your existing billing, project management, and CRM systems, showing the revenue, capacity, and delivery numbers you check most, updated automatically.