Sales Reporting & Business Insights
Simple and clear visual reporting and business intelligence. Make informed decisions quickly with access to detailed information.
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One place to check the performance of your business.Make informed decisions and take action.
Visual Reporting
Simple and easy to understand graphs, charts and tables which don’t require a rocket science degree.
Individual Person Reports
Granular reporting allowing you to analyse individual team members performance.
Lost Reason Analysis
Discover quickly why you are loosing sales in your business, allowing you to take quick action
Visual Sales Reporting
Understand your business with access to a comprehensive suite of sales reports and insights. Drill into the detail of particular opportunities, discover more about your team and the performance of clients.
Data drives Actions
Make informed business decision by having quick access to data:
Filters & Custom Results
Team Members
Use the team filter to understand the performance of individual team members
Contacts
Filter your reports by individual contacts at a company, have visibility of your advocates and detractors
Tags
Use your tags to create custom reports grouped by data that is important to you.
Company
Filter report results by a specific company, get an overview of their conversion and lead times
Date Range
Enter a custom date range to discover the status of you pipeline at different times
Source
Assess the performance of different opportunity sources and give clarity to your marketing spend
Next: Security and Reliability