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SALES

From Leads to Loyalty: Track, Optimize, and Win with Better Sales Insights

From real-time pipeline forecasting and funnel analysis to team productivity tracking and revenue performance dashboards, ClicData empowers sales leaders with the data clarity and agility needed to close more deals, faster.

Pipeline growth, revenue actuals against targets, team productivity–build your sales analytics powerhouse

With ClicData, sales leaders finally have reliable data to validate their sales forecasts and empower their team to reach their targets.
  • How are our actual sales figures doing against our monthly and quarterly targets?
  • Which sales teams or individual representatives are outperforming expectations?
  • What are the conversion rates at each stage of our sales funnel?
  • Which regions are showing the strongest sales performance?
  • What is the current pipeline value, and how does it translate into forecasted revenue?
  • How long is our typical sales cycle, and are there signs of it lengthening or shortening?
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Revenue generation actuals against targets

Monitor revenue actuals against targets to immediately spot gaps and seize growth opportunities. Set up automated alerts when critical thresholds are not met to adjust your strategy, reallocate resources, and drive your team to hit revenue goals.
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Funnel analysis and pipeline value forecast

Drill into your sales funnel to instantly spot drop-off points and take decisive actions that boost conversion rates. Use pipeline value forecasts to predict future revenue accurately, prioritize high-value opportunities, and realign your strategy to secure growth.
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Team productivity and performance tracking

Monitor key productivity metrics like call volume, meeting counts, conversion rates, and average deal size to gain real-time insights into team performance. Use this data to pinpoint training needs, reward top performers, and refine your sales process for maximum efficiency and results.

Customer feedback

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 Marino

Marketri - 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 Borody

Archive 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 Chhay

Fitness 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 Sedgwick

RACZ 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.

Matthieu Breton

TBS - eCommerce Manager
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.

Ready-to-use dashboard templates

Build clear and interactive visualisations faster with ready-to-use sales dashboard templates.
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Amplify your sales performance in 3 quick steps

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Extensive data connectivity

ClicData connects natively to CRMs, VoIP systems, and meeting scheduling tools. Compare your actuals data with your budget sheets.
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AI Powered Analytics

AI-powered
data analysis

Get answers to all your questions with AI right from your dashboard. Compare sales by segment, sales rep, region, and export data to run your own analysis.
Learn more about AI
Alerts and Notifications

Get notified on critical goals & thresholds

Set up automated alerts for you and your team through email, SMS or Slack channels when goals or critical thresholds are met.
Learn more

Data Integration. Automation. Analytics.

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