Full Pipeline Visibility
Sales Reports
Dig deeper into your sales data with interactive Excel reports. Choose from our built-in library of popular report templates or upload your own, and populate it with your favorite data points at a click.
Sales Goal Tracking
See who your top performers are and plan effective sales strategies. Follow key indicators including progress to quota and probability of close — and create intuitive graphs and charts you can use to motivate your team.
Sales Dashboards
View and digest sales information through a graphical dashboard personalized with your chosen metrics. Compare won and lost opportunities, and monitor rep performance, with every important detail available at a glance.
Sales Forecasting
Personalize the way you consume sales information with intuitive sales reports. Track critical metrics like probability of close. Perform weighted and unweighted forecasts, and anticipate revenues based on team, territory, channel or rep.
Alerts & Notifications
Stay on top of important events and what your team is doing. Trigger notifications on data capture fields. Know the moment you land a big opportunity — or when an account changes territories. Never forget a birthday, anniversary or follow-up call.