Every desk, its own dashboard
Agents see their deals and today's calls. Leads and admins see the floor, with a switch between team and personal.
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The floor's numbers without the weekly report
Dashboards for agent, team lead and admin, and a pipeline view from one agent up to the whole company.
- Deals ValueStageDays in stage
- Activities ViewingsCalls
- Campaigns OpensClicks
- Dashboards AgentTeam leadAdmin
- Pipeline By teamBy agent
- Forecast RevenueClose dates
- Pipeline value, deals by stage, average deal size
- Team ⇄ personal switch on the dashboard
- Bottlenecks per stage and per agent
Capabilities
Pipeline by team or by agent
Total value, forecast, win probability and days to close, from one agent up to the company.
Start free- Deals
- Stages
- Commission
Targets and forecast
Revenue, deals and viewings against target, and a revenue forecast by month from the deals in flight.
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Where this module earns its place in the week.