Dashboards and Reports

Your business teams function differently from one another, care about different metrics, and use different custom modules. We believe that when dashboards provide useful information, they can help increase the efficiency and effectiveness of each staff member.

To close more deals, your sales team needs information. A well organized sales dashboard helps your reps understand the bottlenecks in your pipeline, identify and prioritize promising leads, and measure their performance.

Your marketing team is focused on generating interest and ultimately leads. Analyzing statistics on recent leads and weighing those against different types and intervals of marketing campaigns can help you achiever higher returns on your advertising investments.

Every business benefits from a top-notch service team that excels in efficiency and follow-through. A well constructed dashboard gives you a bird’s eye view of what inquiries are pending, and what each of your service reps have on their plate. You can then distribute the workload and make adjustments to keep things running smoothly.

Your reps will see their inquiries, overdue activities, priority inquiries, and their completed activities which can be used by them to measure their own performance. In conjunction with our other features like task automations, workflows, reminders, and email/calendar integration, your service team will be equipped with a range of tools that assists with monotonous tasks and helps to eliminate human error.

Datasheets are custom reports that can be generated and defined by any of your staff that is given access to them. They can be used to quickly find a specific piece of data, or as a more permanent report.

Generating a Datasheet is as simple as selecting the data you are looking for and defining conditions to narrow the dataset. The output is a table that will be updated each time the Datasheet is run.

Datasheets can be sorted and filtered by clicking on the column headings and selecting options from the dropdown menu.

For reports that will be used repeatedly, Datasheets can be saved and shared with any relevant team members. Once a Datasheet is run, it can be exported to an .xls spreadsheet via a button in the toolbar.