Metric Visibility

All metrics are visible by default. Toggle off to hide specific metrics per role — separately for Admin and Sales / CPM (this also applies to dual Sales + CPM users). Only the Super Admin always sees everything. For one-off access, create a Custom role in Users and pick its metrics individually.

Data Sync Configuration

Role Definitions

📽 Presentation Mode

Toggle it from the Present button in the top bar. When active, it hides all cost & financial figures — target cost, ROI, and the entire Cost vs Performance section — across the dashboard, drill-downs, and exports. Use it when screen-sharing with wider audiences so sensitive numbers stay private. It only changes what is shown on screen; nothing in the data or permissions is altered, and it resets each time you sign in.

👥 Dual-role (Sales + CPM)

Some people appear in both the Sales and CPM segments. The Dual-role toggle in the filter bar lets each viewer choose: Separate keeps their two records as distinct data points (default); Merged combines them into a single row — summing closed won, cost, gaps and counts, and recomputing rates — shown with a “Sales+CPM” tag.

🔗 Live data source

The dashboard pulls live from your Google Sheet, but browsers block cross-origin reads of the normal edit/export links (CORS). Recommended: deploy the small data proxy (a Cloudflare Worker / Vercel function — code provided separately) and paste its URLs below, e.g. https://your-worker.workers.dev/sheet?gid=0 for CW-Summary and …/sheet?sheet=Forecast%20Summary for Forecast. The proxy reads the sheet server-side and returns CSV with the right CORS headers. (You can also paste Publish-to-web CSV URLs here instead.) Leave blank to auto-try the standard endpoints.

✨ Ask AI

The floating Ask AI button (bottom-right, or press Ctrl/Cmd + J) answers questions about the data you can currently see. To use it on your hosted site, set an AI endpoint below — a small backend that forwards requests to the model API (a key cannot be safely placed in the browser).