Leave spreadsheets behind and play with your data in customizable reports and interactive dashboards
Create custom CRM fields for reports and decisions as unique as your business. Filter, group and oversee results, revealing winning patterns and bottlenecks for your team to overcome.
Track your most important reports and KPIs in one place with visual dashboards to monitor team progress at a glance.
Transform report metrics into visual displays so viewers can interpret findings at a glance. Drag, drop and resize your data into interactive charts to fuel smarter business decisions.
Share live dashboard links with anyone in two clicks to keep your team on track and external stakeholders informed. Trust live data – not exports or screenshots – for visibility that won't time out.
Set individual, team and company-wide goals, then track progress with real-time metrics on customizable dashboards and easy to read reports
Integrate your sales and customer data with your preferred reporting tool for joined-up information and insights
Collect and review the sales data specific to your business with custom fields and reports