One connected business.One intelligent Revenue OS.

The enterprise-grade, AI-powered Revenue Operating System for modern organizations.

MarketLyfter Revenue OS is the intelligence and execution layer that sits above the tools you already use. It unifies CRM, marketing, sales, website, communications, and revenue data into one intelligent platform that explains what is happening, identifies what matters, and coordinates what happens next.

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Connects with your existing stack

Salesforce GoHighLevel HubSpot Google Analytics 4 Google Search Console Google Ads Meta LinkedIn Gmail Outlook Mailchimp Stripe QuickBooks Shopify Zendesk Intercom Zapier NetSuite OpenAI

Revenue OS Dashboard Hover over the dashboard preview to explore how each section helps your team understand revenue.

Data sources CRM current Analytics current Paid media current Email current Social current

Executive Overview

A clean command center for revenue, leads, pipeline health, and marketing performance.

Connect everything. Understand revenue. Take action.

$392.6KWon revenue

142Leads

19Qualified leads

2,740Opportunities

$1.4MOpen pipeline

4.8xROAS

$1.2MProjected revenue

$620KRevenue target

193%Forecast vs target

$318KRevenue at risk

CRM Risk Breakdown

Missing next steps$760K Critical

Stale opportunities$184K Critical

Unassigned leads$96K Critical

Incomplete contacts$52K Critical

Unattributed pipeline$38K High

Largest risk
Missing next steps is currently the largest CRM risk category by estimated impact.

CRM Lead Sources

Website Form78% Unattributed14% Referral5% Other3%

Sales Funnel Distribution

New Leads6% Qualified3% Proposal10% Open Pipeline81%

CRM operating cockpit

Agency Command Center

What needs action today: lead response, stale opportunities, unassigned deals, follow-up health, and active revenue leaks.

All Open Won Lost Stale Uncontacted Needs follow-up

Last 30 days Jun 22, 2026 - Jul 21, 2026

Page intelligence

Uses this page as context

Command tools

Turn today’s CRM and follow-up signals into an operating plan.

Prioritize today

Ranks urgent revenue leaks, follow-up gaps, and stale pipeline.

Create sales follow-up plan

Turns the action queue into next steps for the team.

Explain revenue risk

Summarizes estimated impact and root causes.

Open Sage with this page

Leads needing follow-up 0

Meetings 3

Follow-up completion 50.0%

Pipeline value $282K

Closed revenue $48K

Stale opportunities 0

Unassigned opportunities 0

CRM health 82/100

S.A.G.E. operating layer

Action Center

Assign, approve, execute, discuss, and measure the work Revenue OS recommends. Connected-system changes remain human-controlled.

This month Jun 30, 2026 - Jul 21, 2026

Open work1

Awaiting approval0

In execution1

Expected / realized$78,000 / $0

1 matching action

In Progress Approval: Approved Critical Revenue recovery

Recover high-intent leads awaiting follow-up

Twelve recent leads show buying intent but do not have a documented next action. Prioritize the pricing and demo requests first.

Owner Unassigned Due Jul 24, 2026 Progress 45% Impact $78,000 expected

Owner Priority Due date Progress · 45%

Immediate actions

Call the four leads who requested pricing within the last 48 hours.
Assign an owner and dated next step to every remaining lead.

Success measures

Contact all 12 leads by the end of the next business day.
Convert at least three leads into active opportunities.

GoHighLevel sales workspace

Sales Workspace

A focused operating room for follow-up, call prep, rep coaching, and pipeline movement.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Sales execution

Call workspace

Select a CRM record, prepare the call, and keep outreach focused without opening the global Sage panel.

6 phone-ready

Workspace tools

Recording, CRM writeback, and automated task creation are intentionally disabled until the workflow is approved.

Phone queue

Jordan Leecontact

Northstar Health · Contact · Google Ads

submitted Revenue OS Demo; visited /demo; came from marketlyfter-demand-demo

CRM contact with a synced phone number.

Casey Morgancontact

Evergreen Group · Contact · Website

Calling

Jordan Lee

Northstar Health · Contact · Google Ads

Interest shown

submitted Revenue OS Demo; visited /demo; came from marketlyfter-demand-demo

Form

Revenue OS Demo

Landing page

/demo

Campaign

marketlyfter-demand-demo

Marcus Reed

Sage call script

Call objective

Confirm the interest signal on the record is still active.
Confirm whether the need is still active.
Identify timeline, decision maker, and the next useful step.
Confirm whether there is an active need and whether a next step is useful.

S.A.G.E. marketing workspace

Marketing Workspace

A working surface for turning demand signals into campaigns, content, email, and next-best marketing actions.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Page intelligence

Uses this page as context

S.A.G.E. marketing skills

Use Sage as the marketing strategist, content strategist, email strategist, and campaign analyst.

Create content plan

Drafts topics, hooks, captions, and platform ideas from available performance signals.

Draft email campaign

Turns engagement and lead context into a usable campaign draft.

Build campaign brief

Creates the operating brief for the next campaign.

Open Sage with this page

Action studio

Marketing action tools

Generate content plans, email drafts, and campaign briefs from connected marketing signals.

Content strategist

Generate content plan

Use LINKEDIN and website demand signals, starting with Revenue Leak Education Series.

Email strategist

Draft email campaign

Connect HubSpot, Mailchimp, Constant Contact, or outbound data before email drafts can be grounded in performance.

Campaign operator

Build campaign brief

Use current source quality, campaign performance, and revenue priorities to shape the next brief.

Editable work product Plan title Executive context

Angles to test

Lead with the cost of unaddressed revenue leaks, then connect each idea to a measurable next action.

Publishing plan

Publish three short-form pieces, then reuse the strongest angle in email and paid media.

Advertising intelligence

Ads intelligence

Google Ads performance for MarketLyfter Search.

Last sync 7/22/2026, 11:28:27 PM · 4 of 4 synced ad-day rows · Jun 30, 2026 - Jul 21, 2026

Page intelligence

Uses this page as context

Ads intelligence tools

Turn spend, delivery, creative, and campaign economics into budget and optimization decisions.

Optimize spend

Looks at spend, conversions, CAC, ROAS, and risks.

Find wasted budget

Flags spend without meaningful revenue movement.

Draft ad test plan

Suggests next tests and guardrails.

Open Sage with this page

Spend $12.4K 4 ad-day rows

Reach 30,672 1.39 frequency

Impressions 42,600

Clicks 1,860 4.4% CTR

CPC $6.7 $291.1 CPM

Platform conversions 74 $167.6 CPA

ROAS 7.74x $96K

Campaigns 1

Ad sets 1

Ads 4

Website leads 74 $167.6 CPL

Opportunities 14 $885.7 CPO

Pipeline

GoHighLevel acquisition quality

Lead Source Quality

Which sources create real pipeline and revenue: leads, opportunities, closed revenue, cost efficiency, and attribution quality.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Page intelligence

Uses this page as context

Source quality tools

Use source-level lead, opportunity, revenue, and cost signals to decide where to focus.

Find best sources

Looks for sources with meaningful conversion and revenue signals.

Explain weak sources

Calls out low-quality or low-confidence sources.

Suggest budget shifts

Creates budget and channel recommendations.

Open Sage with this page

Action Studio

Source action studio

Turn source quality signals into channel briefs, budget recommendations, and attribution cleanup plans.

Marketing

Summarize winning sources

A concise explanation of which sources are creating the most qualified revenue movement.

Planning

Recommend channel shifts

Turn source economics into the next channel decision.

Editable work product Plan title Executive context

GoHighLevel CRM analytics

Pipeline overview

Current open opportunity value, weighted value, stage distribution, and largest deals.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Page intelligence

Uses this page as context

Pipeline action tools

Ask Sage to diagnose movement, bottlenecks, and the next sales actions from this pipeline view.

Find stuck pipeline

Looks at stages, value, activity, and close timing.

Prioritize deals

Turns pipeline data into a focused deal list.

Explain forecast risk

Clarifies what leadership should watch.

Open Sage with this page

Open pipeline $282K

Weighted pipeline $141K

Open opportunities 3 50% average probability

Pipeline by stage

Open value with opportunity count.

Proposal$217K · 2 deals

Appointment Booked$65K · 1 deals

Largest open opportunities

Top deals by current amount.

Northstar Growth Platform Proposal

$125K

GoHighLevel CRM analytics

Lead funnel

Lead volume, current status, source mix, and conversion.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Total leads 6

New leads 6

Conversion rate 66.7% 4 converted leads

Lead status

Opportunity4

Lead2

Top lead sources

Google Ads1

LinkedIn1

Instagram1

Organic Search1

TikTok1

YouTube1

GoHighLevel CRM analytics

Rep intelligence

Pipeline, won revenue, activity, follow-through, and stale deal risk by owner.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Team performance

Won revenue and activity are scoped to the selected date range.

Rep Email Open pipeline Open deals Won revenue Activity Follow-through Stale deals

Marcus Reeduser

marcus.reed@marketlyfter.com $125.0K 1 $48.0K 3 33.3% 0

Marcus Reed overview

Assigned book summary, follow-up pressure, and CRM hygiene signals for this rep.

Contact rep

Assigned leads 3

Leads needing follow-up 1

Deals missing next step 0

Meetings 2

Recommended focus: follow up with 1 assigned leads, refresh 0 stale deals, and add next steps to 0 open deals.

Priya Shahuser

priya.shah@marketlyfter.com $157.0K 2 $0.0 1 100.0% 1

GoHighLevel CRM analytics

Predictive forecasting

Projected revenue, target coverage, required lead volume, and execution risk.

This quarter Jun 30, 2026 - Jul 21, 2026

Projected revenue $189K

Weighted forecast $141K

Revenue at risk $65K

Stale opportunities 1 No activity in 14+ days

Target readiness

Deterministic planning estimates from synced CRM conversion and deal values. No AI model is used.

Current target $500K

Target gap $311K

Required lead volume 33

Goal pacingBehind

PeriodJun 30 - Sep 30

Time elapsed 24.6%

Expected by today $123.2K

Won so far $48K

Actual progressWhite marker = expected pace

Won revenue is $75.2K behind expected pace for this period.

GoHighLevel revenue protection

CRM Health

Can we trust the CRM? Data completeness, stale records, duplicate risk, missing next steps, and forecast confidence impact.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Page intelligence Uses this page as context

CRM cleanup tools

Ask Sage to explain trust issues and convert CRM findings into a cleanup plan.

Explain the score

Clarifies why the CRM is or is not reliable.

Build cleanup plan

Turns hygiene issues into an ordered work plan.

Coach the sales team

Creates plain-English operating guidance.

Open Sage with this page

Action Studio

CRM action studio

Turn CRM health findings into cleanup plans, leadership briefs, and team guidance.

Operator

Create cleanup plan

No current CRM health findings are available for this filter.

Analyst

Explain forecast risk

Summarize CRM issues that could weaken forecast confidence.

Editable work product Plan title Executive context

Growth command center

Marketing intelligence

A unified view of demand, spend, engagement, pipeline influence, revenue, and the actions that need attention.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Page intelligence Uses this page as context

Marketing strategy tools

Use connected demand, channel, and risk data to decide what marketing should do next.

Find winning channels

Compares demand, spend, engagement, pipeline, and revenue signals.

Create campaign plan

Turns current performance into next campaigns.

Rank what matters

Separates useful signals from vanity metrics.

Open Sage with this page

Marketing pipeline $498K

Attributed revenue $186K

Paid spend $0

Paid ROAS 0.00x

Website leads 4 0.1% session conversion

Meetings booked 0 Email and outbound programs

Channel contribution

Revenue where available, with demand outcomes for non-revenue channels.

Paid acquisition0 · $0 spend · 0.00x ROAS

Organic social186,000 · 111 leads · $498K pipeline

Funnel pulse

Selected date range and current attribution snapshots.

Website sessions3,794

Form submissions4

Website intelligence

Website performance

GA4 traffic, Search Console visibility, form demand, and routing risks for the selected date range.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Page intelligence Uses this page as context

Website optimization tools

Turn traffic, landing-page, search, form, and risk data into site improvement actions.

Find conversion issues

Looks at sessions, landing pages, key events, and form activity.

Prioritize landing pages

Ranks pages by demand and business signal.

Create website action plan

Turns web analytics into next steps.

Open Sage with this page

Sessions 3,794

Users 3,140

GA4 key events 206

Form submits 8

Assigned forms 4

Search clicks 389

Engagement rate 69.0%

Top traffic channels

Sessions by source and medium.

google / organic 1,096 · 47 key events

Top landing pages

Entry-page demand and GA4 key events.

Demo 1,184 · 100 key events

GoHighLevel revenue intelligence

Revenue Attribution

Where revenue really came from: website demand, form capture, CRM progression, source contribution, and the unattributed revenue gap.

This quarter Jun 30, 2026 - Jul 21, 2026

Page intelligence Uses this page as context

Attribution analysis tools

Ask Sage to explain revenue source truth, attribution gaps, and the next cleanup actions.

Explain revenue sources

Summarizes source contribution and data confidence.

Find attribution gaps

Focuses on unattributed revenue and missing source data.

Map next actions

Creates practical cleanup and routing steps.

Open Sage with this page

Website visits 3,794

Form submits 0 0.0%

CRM leads 5

Opportunities 4 80.0%

Closed-won 1

Attribution gap $0 Closed revenue currently marked Unattributed

Demand → revenue journey

Website stages are aggregate. Person-level progression begins in the selected CRM and continues through converted leads, opportunities, and won customers.

Website visits3,794

Form submissions0

CRM leads5

Opportunities4

Closed-won1

Engagement intelligence

Email performance

Marketing email engagement, CRM matching, and follow-up performance.

Last 30 days Jun 22, 2026 - Jul 21, 2026

Page intelligence Uses this page as context

Email campaign tools

Turn engagement performance into better emails, sequences, and follow-up actions.

Analyze email performance

Reviews opens, clicks, replies, meetings, and risk flags.

Draft next campaign

Creates campaign angle, audience, and message direction.

Improve follow-up

Connects engagement data to sales action.

Open Sage with this page

Sends 6,370

Open rate 43.0% Tracked marketing and sequence opens

Click rate 6.9%

Reply rate 0.7%

Meetings booked 18

CRM match rate 100.0%

Replies by program

Snapshots overlapping the selected date range.

Revenue OS Nurture · HubSpot42 · 3400 sends

Appointment Reminder Campaign · Constant Contact0 · 1120 sends

Engagement outcomes

Tracked response and opt-out volume.

Replies 42

Meetings 18

Unsubscribes 26

Interactive preview CRM current Analytics current Paid media current Sample data

CRM connections

CRM Providers

Review connected CRM sources and how their records flow into Revenue OS.

Last 30 days

1 Providers

Current Sync status

2,148 Records synced

3 min Last sync

94% Field coverage

Recommended next actions Revenue OS

Review field mapping

Inspect provider fields without a confirmed destination.

Validate sync health

Confirm credentials, freshness, and record coverage.

Control writeback

Keep CRM mutation disabled until the workflow is approved.

Provider readiness CRM providers

Providers1

Sync statusCurrent

Records synced2,148

Last sync3 min

Field coverage94%

Review connected CRM sources and how their data flows into Revenue OS. See it with your data

Interactive preview CRM current Analytics current Paid media current Sample data

System readiness

Integration Health

Monitor connection readiness, synchronization health, credential status, and connector coverage.

Last 30 days

4/5 Connected systems

4 Current

1 Setup needed

0 Sync failures

6 min Oldest data

Recommended next actions Revenue OS

Complete email setup

Add the missing email or outbound connection.

Run connection test

Verify credentials and read access across every provider.

Review data freshness

Find sources approaching their freshness threshold.

Connection readiness Integration health

Connected systems4/5

Current4

Setup needed1

Sync failures0

Oldest data6 min

Monitor connected systems, credentials, synchronization, and failures. See it with your data

Interactive preview CRM current Analytics current Paid media current Sample data

Operations monitoring

Background Jobs

Monitor scheduled synchronization, processing, enrichment, and maintenance work.

Last 30 days

1 Running

3 Queued

128 Succeeded

1 Failed

42s Median duration

Recommended next actions Revenue OS

CRM incremental sync

Succeeded recently after validating and accepting new records.

Attribution backfill

Completed with one non-blocking record-level warning.

Social refresh

Scheduled to update connected channel performance next.

Job processing queue Background jobs

Running1

Queued3

Succeeded128

Failed1

Median duration42s

Review scheduled data syncs and processing tasks across Revenue OS. See it with your data

Interactive preview CRM current Analytics current Paid media current Sample data

Governance and traceability

Audit Log

Review administrative actions and important workspace, access, and connection changes.

Last 30 days

37 Events

6 Admin actions

2 Access changes

1 Connection changes

0 High-risk events

Recommended next actions Revenue OS

Page layout updated

Visible navigation order changed in the sample workspace.

CRM credentials rotated

Connection validation passed after the update.

Marketing role assigned

An approved sample account received marketing access.

Recent governance events Audit log

Events37

Admin actions6

Access changes2

Connection changes1

High-risk events0

Track important activity and changes across users, data, and configuration. See it with your data

Access control

Users

Manage workspace access, roles, and permissions.

Active access5

Pending approval1

Unused invites1

User directory 5 Approved and previously provisioned accounts.

User Role Plan Status Approved Joined

Jordan Leejordan.lee@marketlyfter.com Executive Complimentary Active Jul 22, 2026 Jul 22, 2026

Marcus Reedmarcus.reed@marketlyfter.com Sales Complimentary Active Jul 22, 2026 Jul 22, 2026

MarketLyfter Demo Admindemo@marketlyfter.com Superadmin Complimentary Active Jul 22, 2026 Jul 22, 2026

Priya Shahpriya.shah@marketlyfter.com Marketing Complimentary Active Jul 22, 2026 Jul 22, 2026

Taylor Brookstaylor.brooks@marketlyfter.com Admin Growth Active Jul 22, 2026 Jul 22, 2026

Pending approvals Approve or reject code-free registrations and assign their role and access plan.

Pending registrationRole and access plan required

Administration

Settings

Configure the workspace, connections, access, and operational controls.

Workspace

Appearance, business context, and connected systems.

Access & operations

People, system health, and workspace activity.

S.A.G.E. Connected intelligence turns business signals into prioritized next actions. Explore S.A.G.E.

01Connect EverythingUnify the tools and data that power revenue.

02Understand RevenueReveal what is changing, why, and what it means.

03Take ActionMove recommendations into managed execution.

04Enterprise ReadyBuilt for control, governance, and scale.

ConnectCRM and pipeline

MeasureAds and analytics

MonitorSales activity

DetectRevenue leaks

ExplainPerformance shifts

PrioritizeNext actions

Why Revenue OS

Your revenue systems record activity. They do not reveal the whole journey.

Most businesses have access to more data than ever before. Your CRM tracks leads and opportunities. Your analytics platform tracks traffic. Your advertising platforms track spend. Your social channels track engagement. Your sales team tracks activity. Your finance systems track revenue.

None of them tell the complete story.

The result is a fragmented customer journey, unreliable attribution, hidden follow-up gaps, stale pipeline, and revenue risk that surfaces too late.

MarketLyfter Revenue OS changes that.

Revenue OS continuously synchronizes, normalizes, validates, and correlates data across acquisition, CRM, sales, customer activity, and revenue. It surfaces meaningful changes, explains why they occurred, estimates business impact, and recommends what should happen next.

Inside Revenue OS

One operating system. Every team. One business context.

Every workspace operates from the same connected business context. Leadership sees organizational performance, sales acts on prioritized opportunities, marketing plans around revenue contribution, and Revenue Operations maintains trusted data quality—all within one shared environment.

Connect everything

Connect the systems behind every revenue handoff.

Revenue OS connects CRM, website analytics, advertising, marketing automation, communications, email, social, and revenue systems without replacing them. Native connectors, APIs, webhooks, and integration-health monitoring keep the operating picture current and transparent.

Connect Everything.

Continuously synchronize, normalize, validate, and correlate the systems behind the complete customer lifecycle.

CRM systems
Advertising platforms
Analytics tools
Social channels
Customer communications
Revenue data

Understand Revenue.

Identify trends, opportunities, operational risks, forecast changes, CRM issues, and marketing effectiveness in one shared context.

Revenue leaks
Attribution gaps
Pipeline bottlenecks
Stalled opportunities
CRM health issues
Lead quality trends

Take Action.

Convert recommendations into managed work with owners, priorities, due dates, approvals, collaboration, and measurable outcomes.

Forecast risks
Hidden growth opportunities
Recommended next steps
Daily team priorities
Revenue at risk
Best customer channels

Questions Revenue OS answers

Ask better questions. Get answers your team can use.

Revenue OS does not just tell you what is happening. It helps you decide what to do next.

Why is pipeline down this month?

Which opportunities need immediate attention?

What revenue is currently at risk?

Which channels generate the best customers?

What should our team focus on today?

Strategic Analysis & Guidance Engine

Meet S.A.G.E., your enterprise AI intelligence layer.

The Strategic Analysis & Guidance Engine continuously analyzes connected organizational data, understands operational context, and proactively generates recommendations across every Revenue OS workspace.

Connected business dataThe operating context S.A.G.E. can analyze

One connected business.One intelligent Revenue OS.

The enterprise-grade, AI-powered Revenue Operating System for modern organizations.

Executive Overview

CRM Risk Breakdown

CRM Lead Sources

Sales Funnel Distribution

Command tools

Prioritize today

Create sales follow-up plan

Explain revenue risk

Immediate actions

Success measures

Call objective

S.A.G.E. marketing skills

Create content plan

Draft email campaign

Build campaign brief

Marketing action tools

Generate content plan

Draft email campaign

Build campaign brief

Ads intelligence

Ads intelligence tools

Optimize spend

Find wasted budget

Draft ad test plan

Opportunities by stage

Source quality tools

Find best sources

Explain weak sources

Suggest budget shifts

Source action studio

Summarize winning sources

Recommend channel shifts

Pipeline action tools

Find stuck pipeline

Prioritize deals

Explain forecast risk

Pipeline by stage

Largest open opportunities

Lead status

Top lead sources

Marcus Reed overview

CRM cleanup tools

Explain the score

Build cleanup plan

Coach the sales team

CRM action studio

Create cleanup plan

Explain forecast risk

Marketing strategy tools

Find winning channels

Create campaign plan

Rank what matters

Channel contribution

Funnel pulse

Website optimization tools

Find conversion issues

Prioritize landing pages

Create website action plan

Top traffic channels

Top landing pages

Attribution analysis tools

Explain revenue sources

Find attribution gaps

Map next actions

Demand → revenue journey

Email campaign tools

Analyze email performance

Draft next campaign

Improve follow-up

Replies by program

Engagement outcomes

Content planning tools

Create content plan

Write captions

Separate signal from vanity

Vanity and audience metrics

Website handoff signals

Review field mapping