Introducing the Sales Data Dashboard.

Take back control of your sales team. Oversee all performance.
Track ROI, cost per sale, profit, and dozens of other metrics for each source and sales rep. Add enterprise-level reporting power on top of your CRM.

Complete whitelabel solution. Five minute setup. Lifetime performance.

The vision of sales Data Dashboard is to build an enterprise-level tool that will one day be sold for tens of thousands of dollars to large corporations. Today you have the chance to help us self-fund and get in early with our Lifetime Discount on the platform.

In Production Now

Fully Comprehensive Source Reporting

Empower your management team to see exactly what sources are closing in a given period, where specific sources have dropped off in the sales, and which sources are leading to the bottom-line for the company.

Automatically track which leads come from each source and how many passed through each stage in a given period.

Assess issues in the sales process with different types of leads and empower management to know where improvement needs to be made.

Track return-on-investment, close rate, and profit from each lead source to see where you should be spending your money and what isn't working.

Salesrep Reports that Drive Decision Making

It's important to know how much you're spending on each salesrep, what they are making your company, and where they may be dropping the ball in the sales process.

Automatically track the amount of money you are spending on each salesrep over a given period of time, and how much they are making you back.

See exactly what issues are happening in the sales process and where deals are being lost.

Compare the performance of salesreps at different parts in the sales to gather important intel and train your team better.

Assign or Calculate Lead Costs of Each Source

You may have lead sources from various providers. Some may charge you on a per lead basis, some may require you to place ad spend to generate leads. You need a solution that tracks this all in one dashboard.

Input lead cost manually over a given period of time to track lead providers or third-parties that charge you on a cost-per-lead basis.

Calculate individual lead cost from a given spend for any advertising network or third-party provider that charges a monthly subscription fee.

Automatically calculate the amount of money spent on each salesrep by their accumulated lead costs over a given time frame.

Track Metrics That Give True Sales Transparency

In order to really know what's working and what isn't working, we want to track and compare performance across many salesreps or lead sources. Now we can easily see how things compare and what requires our attention.

Track total leads over a given period and the total amount of money spent and profit earned.

Assess averages to compare how a salesrep or a source is doing at each stage in the sale.

Assign KPIs to each column to assess the metrics you are looking to hit for each lead or salesrep.

Newly Released

Breakdown Reports on Any Tags in Our CRM

Now we can track exactly which ad messages, creatives, targeting regions, and audiences are converting. Tag parents allow us to dynamically track anything we want.

Create tag parents automatically by a simple naming convention and run split test internally in the sales process.

Determine which components of our ads are working, which emails or templates are converting, and track anything we can image.

Pass UTM params into the system and see the exact ROI of any keywords or targeting criteria.

Coming Soon...

New Membership Area + Account Management

Create new accounts on-the-fly and manage all your clients in one robust dashboard.

See reports across locations and easily manage fields and reports across all accounts.

See which accounts need help and where. Get churn-metrics so you can stay on top of accounts and get notifed when people stop using the CRM.

Completely Revolutionize Your Dealboard

Track KPIs directly on your dealboard. Organize your deals more efficiently and see only the stages you want to see at a time. More robust filtering. See deals based on when they were modified and not just when they were created.

Beautiful Custom Reports On Your Dashboard

Change our CRM dashboard completely by adding customizable and beautiful reports integrated with our robust backend architecture. Publish dashboard reports live to a TV screen so your customers can view specific reports in their sales office.

Powerful Field Management Tools

Merge, edit, add new tags and sources across all your accounts. This lets you better keep track of which sources are converting and which tags are being used in your accounts.

Custom Logic + Powerful Deal Automations

Create reports with different sequential logic and save them to your saved reports list.

Automatically change deal status, deal salesrep assignment, or tags immediately when opportunities hit a certain stage.

Track deals across multiple stages and reassignment across multiple salesreps.

New Integrations: Ad Channels, Payments, Twilio...

Integrate your ad channels directly into Sales Data Dashboard. Automatically pull in your advertising spend on numerous channels and automatically create tag reports for more deep learning. Integrate Google Ads, Facebook, Twilio, payment processors, and any sales CRM that your clients could possibly be using...

But that's not all...

Custom breakdown reports so we can track multiple components across the sale. This will help us answer questions like "why are deals from this source being lost?" or "what is the best salesperson to work deals with [field/source/tag]"

New metrics like average time on call between stages, amount of texts sent by each rep, average close time, and average time to respond.

Churn reporting so you can know when accounts need to be improved and get notified when it appears that clients are not using your system.

Company accounting dashboard that will show salesrep commissions, track your total profitability, and handle internal costs.

Natural language processing so that you can see how sales conversations should be handled at each stage of the process and which verbiage and cadence works best with the sale.

Machine learning predictions that predictively tell you what improvements can be made in the sale and forecast what these improvements would do for your bottom line.

We are building an enterprise-level tool that companies will spend tens of thousands of dollars on every year. Now is your chance to help us self-fund and get in early with lifetime deal access.

Bringing transparency to your sales team.
You don't want to miss what we build next...

Only 287 Lifetime Discounts left of 300 total.
Get in at yearly cost for your entire agency - for life.

Want to gather with a team of sales professionals?

Join our Facebook group and get updated tips and tricks. Follow the latest releases and improvements to the Sales Data Dashboard.

Let's get you tracking everything and focusing on what works.

Interested in signing up for our Lifetime Discount? Setup takes five minutes.

Lifetime discounts are going for yearly price. We will eventually charge scaled pricing per location.

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