Sales Dashboard Reporting Software

Easily track lead volume, conversion rates, and every part of your sales pipeline for a real-time view of the state of your business. Track sales team performance with customisable sales dashboards, reporting tools and forecasting reports.

Simple drag-and-drop CRM analytics.

Our CRM analytics software keeps you updated with customised sales forecasting reports that you can build with ease. Just drag and drop the fields, filters, groupings, and charts that you want, and get an immediate real-time view.

Sales team tracking with real-time performance dashboards.

Track your sales team with performance dashboards and other sales reporting tools. Quickly make changes to components to get the most important information front and centre.

Collaborate from anywhere with mobile analytics.

Use the customer analytics software within our Salesforce mobile app to monitor key business metrics from anywhere. From email and opportunity management to tasks and collaboration, get what you need to close deals faster, on any device.

Frequently asked questions (FAQ)

Sales dashboards provide a real-time view of your business by tracking lead volume, conversion rates, and every aspect of your pipeline. This can help you make better decisions about which campaigns, tasks, and opportunities will provide the greatest return.
Customer analytics software surfaces key business metrics that allow you to identify opportunities to improve the customer experience, make more strategic decisions and gain advanced insights into emerging customer behaviours and trends.

Sales dashboards are visual representations of the most important metrics for a company. It can be used to track the progress of a company and to make decisions about how to improve it.

Some of the key metrics to consider when creating a sales dashboard are:

  • Sales pipeline: The number of opportunities in the pipeline, their stage, and their size.
  • Sales performance: The number of closed deals, revenue generated, and average deal size.
  • Sales team performance: The number of closed deals by each member of the team, revenue generated by each member, and average deal size by each member.

Take an interactive guided tour.

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