Sales Automation

Sales Dashboards and Reporting

Interactive dashboards enable reps and managers to make smarter decisions and spot trends in real time. More than 40 out-of-the-box dashboards track top opportunities, top leads, conversion rates, win/loss analysis, quota status, opportunities by product, and more.

sales dashboard

Track changes across partner and direct sales channels

In one environment, managers and executives get a complete view of the business across partner and direct sales teams. Pre-built reports allow reps, executives, and managers to follow who has registered what opportunities, what deals are changing, and more importantly, how and why are they changing.

sales reporting

Reports at your finger tips

Dashboards are synchronized to all mobile device (iOS or Android tablet or phone) so busy reps and managers have access to the latest information any time and any where. Pre-built reports that archive weekly changes and trigger alerts, allow managers to quickly spot trends, take action, and manage the business.

See how you can use dashboards and reports to track, progress, and manage leads and opportunities | 2:41
ECM Taxonomy Terms: 
Sales Automation
Sales Automation
Customer Engagement