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Dashboards & Reports

A collection of sample dashboards and reports to inspire you and that are immediately available to you as templates - ready to use.
By Sectors
By Roles
Activities Individual Report

Monitor and Correct in real-time! Stay on top of what’s key to driving your business. Customer satisfaction, sales appointments, sales cycle, demos, and so much more. Your KPIs are only of value when they are measured and reported on. Real-time [...]

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Call Summary Report

Track your team’s call activity with this summary report. Have an overview of the call frequency, duration, response rate, and activity overview per BDM/AM and call type. This report goes beyond the built-in report in your telephony or VoIP system [...]

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Call Target Activity Report

Get a quick overview of your team’s individual call activity against targets! Set alerts to know when BDR/AM goals are reached or not and easily compare performance to duplicate successes. 

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Customers Profiling & Segmentation

Paint the full picture of your customer profiles to quickly understand which segments drive more orders, sales, and ultimately revenue. In a snapshot, get a breakdown of your customers by MRR. 

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eCommerce KPIs (Mobile Version)

Retailer on the go, but still need to check your key eCommerce KPIs? Worry not, track where your revenue comes from directly from your mobile. Easily check all your key eCommerce store metrics with our mobile application. 

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Lead Performance

Measure the quality and the value of your organic, PPC, PPL, MQL, and SQL leads in a single dashboard. By adding marketing and financial KPIs to your lead performance dashboard, you get the full picture of the performance of your [...]

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MRR Sales Performance

Uncover your MRR performance in real-time, spot trends, analyze churn, and identify growth opportunities like never before. Get all the metrics you need to boost your revenue generation in this pre-built dashboard template. 

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Opportunities Individual Reports

Sales Team and BDR Reporting: Turn weekly or monthly reports into hourly reports. Turn manual reports into automated reports. Design custom reports that can be used at every level. Segregate teams by region, product, goals… It’s your sales team, so [...]

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Pharma Sales

Monitor your pharma sales performance by customer with quantities ordered, shipped, and delivered as well as a comparison between your revenue and target. 

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Pharma Sales Analysis

Get an overview of your pharma sales performance in this dashboard! Keep track of your quantity ordered, delivered, sold, and generated revenue. Filter by products, customers, and locations understand where you need to focus on. 

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