Dashboard
Monitor your opportunities, quotas and sales with precision
Manage your sales team in real time by analyzing sales opportunities, quota attainment and the effectiveness of your reps.
Monitor your opportunities, quotas and sales with precision
We design a dashboard that centralizes your CRM and ERP data into a single source of commercial truth. We connect your sales team's activity with billing results for a 360° view of performance.
Stop managing by intuition. Our dashboard lets you accelerate the sales cycle, increase conversion rates and improve forecast accuracy, driving predictable and sustained revenue growth.
The dashboard is built for action. Automate KPI tracking, identify stalled opportunities and optimize territory assignments. We deliver a tool that frees your reps to sell, not to write reports.
Our dashboards integrate natively with the leading tools used in commercial management, allowing information from CRM systems, marketing automation platforms and billing systems (ERP) to be consolidated in a single, coherent environment. This integration makes it possible to automate data flows, reduce manual errors and have real-time updated indicators for faster and more accurate decision-making. Here are some examples of the platforms we work with:
Sales cycle management
Visualize your full commercial process, from first contact to close. Analyze opportunity value at each stage, conversion rates, sales velocity and detect bottlenecks to keep the deal flow active.
Quota tracking and forecasting
Monitor your team's progress against sales quotas in real time. Compare target vs. actual, analyze projections based on open opportunities and anticipate deviations to take corrective action in time.
Rep performance analysis
Measure the effectiveness of each team member. Compare reps by revenue generated, conversion rate, average deal size and number of activities. Identify your top performers and training needs.
Product KPIs and profitability
Understand what sells most and where. Analyze sales by product line, region, customer type or channel. Identify your star products and optimize your pricing strategy and portfolio to maximize profitability per sale.
Our approach solves these problems with a robust data model, auditable standard KPIs and a decision-focused design: what happened, where, with what impact and what action to take.