REPORTS

Easily access your data usage to manage the way your business is run with intelligent reporting that breaks down key metrics relating to your sales trends, marketing campaigns, team performance, and more.

Build Your Reports

Build reports using the tabular, summary, and matrix view to compare data across multiple objects via a matrix layout.

Organize Your Reports

Create new report folders, share your reports with your team, or keep them private. Drag and drop your customized reports into the appropriate folder.

Share Your Reports

Export your reports and report details as XLS files in just one click. Share and send your report files to your team members.

DASHBOARDS

View compact tables and beautiful charts that allow you to understand with clarity how your team is performing.

Customize Your Dashboards

Turn your reports into visual representations by selecting from an array of chart options ranging from pie charts to funnel graphs.

Drill through Data

When your cursor hovers over a chart on your dashboards, you can view the chart details. You can view detailed statistics on every part of your chart and make effective decisions based on the information.

SALES DASHBOARDS

View your daily key metrics, goals, and trends in a visually engaging way with pie charts and funnel charts.

Create Your Sales Dashboards

Sales dashboards are charts showing your daily key metrics, goals and trends in a most visually engaging way with pie charts and funnel charts. Click on a section of a sales dashboard to view real-time data updates, drill through data, and gain insight into your business and customers, monitor how your sales reps and sales teams are performing to drive your business.

Advanced Data Analysis

Our sales overview page will show you what actions are needed next to close deals. Visualize your key sales metrics and indicators reflecting your sales objectives and what actions were taken, including sales ranking, payment ranking, upcoming opportunities, sales funnel, sales performance, and more.

PIPELINE AND FORECASTS

Allow effective sales planning, forecast your revenue and assign targets for your team, using key information like deals in the pipeline, quotas achieved during the last fiscal year, and individuals or teams that are working towards their goals.

Sales Funnel

If you want to show the proportions of opportunities in different stage and probability, use sales funnel. For example, to see the amount of opportunities in each stage and their corresponding probability, sales funnel is useful for showing the flow of opportunities through stages and probabilities more intuitively.

Sales Forecasting

Forecast your team’s revenue using key information such as opportunity stage, amount of deals in your pipeline and your sales reps’ quotas. Based on your team’s revenue forecasting, sales managers can assign sales target for each team member and identify bottlenecks in the pipeline so they take measures to boost your team’s performance.