client.gershonCRM
Gershon Consulting — client reporting

Every campaign you run for a client — on one page.

Social reach, LinkedIn network growth and meetings booked all live in different tools. This dashboard pulls the three together, per client, and answers the only question that matters on a review call: is it working?

Private platform — access is by account only.

Three channels, one scoreboard

Each client campaign runs across three motions. The dashboard scores all three side by side, so a channel that has gone quiet is obvious at a glance.

Promote

Posts published, impressions, reach and follower growth — the top of the funnel. Measured as posts per day against target.

Network

Connection requests sent and accepted, messages, InMails, page invites and profile visits. Measured as acceptance rate.

Engage

Leads and meetings landing in the pipeline — the outcome the client actually pays for. Measured against the monthly meetings goal.

How it works

1

Connect the sources

Each client is configured once with its pipeline and its reporting links. No manual data entry after that.

2

Data refreshes itself

The platform reads each source directly and recomputes every metric on load — no stale spreadsheet, no copy-paste.

3

Report and decide

Open one client for the full breakdown, or the overview for every client at once. Export or email the weekly and monthly reports.

Where the numbers come from

Every figure traces back to a named source. Nothing is estimated.

Promote

Collected from social.gershonCRM.com

Network

Campaign reports supplied each week, per client

Engage

Read live from the Streak CRM pipeline

Also inside

Cross-client overview

Every client as a scored card — leads against goal, plus the three channel columns. Spot the account that needs attention before the client calls.

Onboarding tracker

Where each new client sits in setup, so nothing stalls silently between signature and first campaign.

Weekly & monthly reports

Generated from the same live data and sent by email — the client review writes itself.

Client data, kept in-house

This platform holds live commercial data for every client on the books. It sits behind a sign-in, sessions expire, and it is excluded from search engines. Access is granted per person — there is no public sign-up.

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