EBOOK

Boost your Sales Performance with Pre-Built Sales Dashboards

Man using headset with sales dashboard graphic.

About this eBook

A collection of dashboards for tracking sales pipelines, opportunities, revenue trends, and rep performance using CRM and marketing data.

Key Takeaways:
Dashboards focus on pipeline health, CAC, ROI, top reps, and closed-lost analysis.
Works with Salesforce, HubSpot, Pipedrive, and more.
Helps identify conversion rates, lost deal reasons, and forecast revenue.
Templates are free and fully customizable.

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Adrienne Dellinger PhD.Vital Research - Senior Consultant

The ability to collect and publish clear, real-time data for our clients was the main driver, but ClicData’s ability to provide reactive, and efficient support made all the difference.

Jennifer MarinoMarketri - Fractional CMO

We are now able to present meaningful KPIs to our clients and understand the impact of our marketing strategies and efforts on their conversions and business growth.

Camille BorodyArchive Hotel - Marketing

With ClicData, we were able to set up connections with all of our systems quickly and centralize all the metrics we wanted to track. We can now compare bookings across channels and locations over time.

Vattana ChhayFitness Park - Data & CRM Manager

ClicData enabled us to improve the way we analyzed our text and email campaigns performance, monitoring ROI, by providing us with KPIs we couldn’t measure before.

Chris SedgwickRACZ Group - Data Analyst

ClicData allowed us to consolidate and join data from various sources that were not available before. This allowed us to unlock hidden insights for a better view of our business performance.

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I chose ClicData to manage our customer acquisition budgets, monitor traffic sources, and also to reconcile this information with e-commerce sales data in a comprehensive dashboard.