Dashboards & reports
Understand your sales at a glance.
- Management dashboard — the sales pictureRevenue, leads, closes and what needs attention — compared with the previous period, filterable by rep.5 min readManagerAdmin
- "In focus now": stuck deals and unanswered leadsTurn the dashboard's alerts into a work list — and mark what you've reviewed.3 min readManagerAdmin
- Sales Booster — "Now": the next best thing to doA live work queue telling you who to handle now, with today's numbers in real time.5 min readAgentManagerAdmin
- Sales Booster — performance and campaignsHow you (or the team) are doing — pipeline, response time, win rate — and which campaigns pay off.4 min readManagerAdminAgent
- Reports — generate, export and auto-send11 ready reports, CSV/PDF export, and schedules delivered by email every morning.5 min readManagerAdmin
- Commissions — rules, approval and payoutCommissions are calculated from every close. Here you set rules, approve and mark paid.7 min readAdmin