SalesLens

Discover the power of clear, intuitive charts to easily track your company's sales trends. Our dashboard helps you quickly see how your sales and revenue change over time, highlighting your top-performing deal sources so you can boost your business growth

What You'll Find in the Dashboard:

• Сount of deals (total)

• Count of deals (successful)

• Count of deals (progress)

• Count of deals (unsuccessful)

• Opportunity of successful deals ($)

• Opportunity of in progress deals ($)

• Opportunity of unsuccessful deals ($)

• Average receipt for successful deals

• Conversion of successful deals

• Successful deals processing cycle

• Deals on managers (total)

• Deals on managers (successful)

• Deals on managers (unsuccessful)

• Deals on managers (progress)

• Deals on managers (Average receipt)

• Deals on managers (Opportunity of successful deals)

• Deals on managers (conversion)

• Deals on source

• Deals on category

• Details of deals:

  • deal

  • date_create

  • closedate

  • assigned_by_name

  • category_name

  • source_name

  • opportunity

  • contact

  • company

Getting started is simple! This dashboard is available through BI Builder. Just request installation, and we'll handle the rest—no setup required on your end. Once installed, you’ll immediately see the dashboard in your menu (requires BI Builder in your subscription).

Download the app today and take control of your sales insights!