Make Every Decision Data-Driven
Stop flying blind. Our sales analytics give you real-time visibility into the metrics that matter, so you can identify issues early and double down on what works.
Dashboard Library
Pipeline Dashboard
Track pipeline health:
- Pipeline value: Total and by stage
- Pipeline coverage: vs. quota targets
- Pipeline velocity: Speed through stages
- Pipeline trends: Week-over-week changes
Activity Dashboard
Monitor team execution:
- Activity volume: Calls, emails, meetings
- Activity quality: Conversion rates
- Activity trends: Patterns over time
- Activity by rep: Individual performance
Revenue Dashboard
Understand business performance:
- Closed won: Revenue by period
- Average deal size: And trends
- Sales cycle length: Time to close
- Win rate: Overall and by segment
Key Metrics
| Category | Metrics |
|---|---|
| Pipeline | Coverage, velocity, value, conversion |
| Activity | Volume, quality, response time, touches |
| Revenue | Won, lost, average deal, cycle length |
| Forecast | Accuracy, commit vs. actual, trends |
| Team | Quota attainment, ramp time, productivity |
Report Builder
Create custom reports:
Dimensions
Group data by:
- Time: Day, week, month, quarter, year
- Rep: Individual performance
- Team: Manager rollups
- Segment: By industry, size, region
- Source: By lead origin
Measures
Track what matters:
- Counts: Deals, activities, leads
- Values: Pipeline, revenue, ACV
- Rates: Conversion, win rate, response rate
- Averages: Deal size, cycle length, activities per deal
Distribution
Get insights where you need them:
- Scheduled emails: Daily, weekly, monthly digests
- Slack notifications: Real-time alerts
- Mobile app: Dashboards on the go
- API access: Feed data to other tools
- Embedded reports: In your CRM or portal
Advanced Features
Benchmarking
Compare performance:
- Rep vs. team: Individual ranking
- Team vs. company: Department comparison
- Period vs. period: Trend analysis
- vs. targets: Goal attainment
Alerts
Proactive notifications:
- Threshold alerts: When metrics hit limits
- Anomaly detection: Unusual patterns
- Goal tracking: Progress toward targets
- Trend warnings: Negative trajectory