Complete Visibility Into Team Performance
Dashboards that show everything managers need: activity levels, pipeline health, conversion rates, and goal attainment at both team and individual levels.
Customizable Views
Build dashboards that match how you manage. Choose metrics, time periods, visualizations, and drill-down paths that fit your management style.
Key Capabilities
Dashboard Features
- Drag-and-drop widgets
- Multiple dashboard support
- Real-time data refresh
- Mobile-responsive design
- Shareable views
Metrics Available
- Activity metrics
- Pipeline metrics
- Conversion rates
- Goal attainment
- Trend comparisons
Visualization Options
- Line and bar charts
- Funnel visualizations
- Heat maps
- Leaderboards
- KPI scorecards
Rep-Level Drill-Down
Click any metric to drill into individual rep performance. See exactly where someone is excelling or struggling without leaving the dashboard.
Automated Reports
Schedule dashboard snapshots to be delivered via email. Daily activity reports, weekly pipeline summaries, or monthly performance reviews - automated and consistent.