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.
A one-line nudge for a rep behind plan, a hit-or-miss prediction with its confidence, and suggestions to adjust targets that are always over or under, which an admin approves.
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