Closed-loop reporting

Understand your sales results to steer your strategy

Better data shapes better decisions

Optimizing your sales pipeline without proper reporting is next to impossible. Our intuitive dashboards empower managers to make better decisions with a full picture of their current funnel, from leads contacted to presentations delivered to accounts closed.

Get a high-level look at your pipeline

Monitor and manage overall sales progress—from account creation to closed won/lost and everything in between.

Keep a close eye on opportunities

Monitor your prospects’ place in your funnel. See their latest engagements and assign/alert salespeople to manage them.

Improve your team’s productivity

Manage your sale team’s individual productivity. See who’s performing and who’s not. Find out why, adjust and optimize.

Focus on metrics that matter

Keep your eye on the prize with key pipeline metrics. Use these insights to dig deeper and build better strategies by monitoring total accounts, top opportunities and new revenue.

Watch leads fly through your funnel

Get a good idea of where your opportunities are sitting. See how many hot leads your marketing automation campaigns have sparked and how many require follow-up.

Learn what’s working and what’s not

Track the reasons why contracts were lost and get a quick view of where the in-progress leads are currently sitting.

Identify your stars and stragglers

See who’s performing well and who’s not. Get the most important metrics about your team—like revenue generated, response times, missed opportunities and more—and adjust your training, processes and goals.