Customisable Reporting

Set multidimensional targets for sales, opportunities, or activities, and track progress instantly. Provide timely feedback while keeping sight of the bigger picture. Measure sales team performance with custom KPI dashboards and data-driven insights.

Drive profitable growth with real-time performance tracking

Set multi-dimensional targets for sales, opportunities, and activities. Track progress in real time to deliver timely and precise feedback to your team while keeping the big picture in focus. With custom KPI dashboards, monitor your sales team’s performance and efficiency all month long, powered by data.

Build custom sales dashboards with 100+ widgets

Create an unlimited number of reporting dashboards tailored to your needs using widgets. Track and manage your sales KPIs more efficiently. Easily analyze activities, sales, opportunities and customer data by representative, region or segment.

Share dashboards to build high-performing teams

Easily share dashboards with team leaders or sales teams. Foster data-driven sales management and accelerate decision-making.

Embed widgets into customer cards for on-the-go insights

Embed the widgets you’ve created into customer cards to enable your field team to access reports related to the customer.