Sales demo dashboard
Sales

The whole funnel,
from opportunity to payment

Opportunities by stage, progress against quota and how each rep is doing.

See the dashboard Tell us about your project
What it is

The CRM and the invoicing on the same screen

The dashboard joins what lives apart today: what the sales team is doing in the CRM and what the ERP invoices. With both on the same screen you can see whether the work in progress ends up being paid.

It plugs into the tools you already use to run sales: CRM systems, marketing automation platforms and invoicing systems. The data flows on its own, so the number does not depend on someone building the report by hand.

What you will be able to decide
  • Where opportunities get stuck and which stage of the funnel loses most
  • Which reps are far from quota, while there is still time to correct
  • Which customers grew and which quietly stopped buying
  • Which closing forecast is realistic and which comes from a hunch
Demo

The Sales dashboard, running

Sample data, real behaviour. It reads best on a computer, or with the screen horizontal.

Other demos

A dashboard for every area

Finance demo dashboard Finance Marketing demo dashboard Marketing Operations demo dashboard Operations Human resources demo dashboard Human Resources
Buenos Aires skyline at night
Contact

This dashboard, with your data

We adapt it to how your company measures. Tell us what you look at today to decide, and we will tell you what is missing to get here.

* Required fields.