01Dashboards
42 widgets
See who is on pace.
Build your own dashboard from 42 widgets, build a report without writing SQL, and see a pipeline forecast of open deals by rep, stage and expected close month. Download any report as a branded PDF.
- Dashboards built from 42 widgets: pipeline funnel, revenue, targets, lead sources, activity, service, finance and more
- Several saved dashboards, pinned favourites, shared templates, and a default dashboard per role
- A custom report builder: pick an entity, a grouping, measures and filters, see a live preview, write no SQL
- Group or filter reports on your own custom fields
- A pipeline forecast of open deals by rep, stage and expected close month
- Sales targets that admins set and reps see, with attainment and pace
- Download any report as a branded PDF
02Reports
10 standard
03Builder
No SQL
04Download
Branded PDF
Out of the box
Ten reports on day one.
Ten standard reports come ready: no set-up, no SQL.
- Pipeline funnel and lead funnel
- First-touch and last-touch source attribution
- Rep performance, activity trends and win rate by rep
- Lost-deal analysis, proposal pipeline and leads by industry
Mission Control
What to do right now.
Mission Control is a personal "what do I do right now" screen, separate from the reporting dashboard, with an extra team-pulse view for managers. Global search covers 17 record types, and results from a module you have not switched on never appear.
Coaching on targets
Know who is behind plan.
Sales targets show attainment and pace for every rep. For EU and EEA customers, AI evaluation of an individual employee is blocked, so the AI coaching on targets is switched off.
Delivered
Summaries that arrive by themselves.
A daily digest, a morning briefing, a daily leaderboard and a weekly activity report arrive by themselves. Any report downloads as a branded PDF.
15: Team Analytics