Sales Overview

A visual snapshot of monthly performance by the sales team.

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Used one-click connectors:

  • HubSpot CRM HubSpot CRM

If you don’t use HubSpot CRM, we can pull data from 50+ cloud data sources. And you can push your own data too (API Docs).

Determine what's successful and where there is room for improvement

  • Understanding the current sales pipeline
  • Track sales rep performance
  • Compare team results to. revenue goals

Key Metrics

  • Sales Performance KPIs
  • Productivity KPIs
  • Sales Leaderboard
  • Progress vs Goal