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Business Insights

Decisions backed by data, not feelings!

Important insights, right in front of you.

Personalized dashboards for everyone, so teams can prioritize insights that they need to see everyday. Easily build your dashboard with 100+ widgets.

Build customized reports

Need something specific? No worries. Just pick the data and the chart, and start creating any insight that you need.

Explore Reporting

Assemble all insights into dashboards

Group relevant reports into dashboards for easier access and comprehensive analysis.

Dig deeper with interactive drill-downs

Go from aggregate insights to actual records and act on them with a single click.

Securely share insights with others

Share dashboards inside Salesmate or send them via email to your colleagues on a regular basis.

Join data to generate richer insights

Join data across built-in and custom modules to build powerful reports – no need to use BI tool.

Get all insights you need on mobile

Never skip a beat even when you are on the go with industry’s richest mobile CRM app with fully interactive reports and dashboards.

Rich automation insights

Use pre-built insights that allows you to understand and optimize performance of automations, sequences, and campaigns.

“The dashboard gives you a great snapshot of activities, sales goals,  and current forecast.

If you are looking for an intuitive, lightweight, and customizable sales platform. Must try Salesmate.”

Eric GriegoVP, Business Development, HoldMyTicket

Focus with filters

Use advanced filters, aggregates and break by for better understanding of your data.

Set and achieve goals

Set activity or performance goals for individuals and teams and see them crushing their quotas.

Measure rep performance

Measure your teams and rep’s performance with 50+ metrics and coach them.

Prepare Fast

Instant insights with widgets and pre-built templates

Revenue by source over time

Find out deal sources that are generating the highest revenue for the business.

Sales pipeline

View number of deals and its value group by stages for a particular pipeline.

Sales activity leader board

See who on your team is putting the best efforts and spark healthy competition to achieve more.

Call outcomes

Explore the end results of all the calls your reps have made to improve connects and closures.

Sales forecasting

Never have a bad quarter – avoid surprises and plan better with built-in sales forecasting.

Goal achievement

Define goals for your teams and reps, create leaderboards and help them achieve it.

Customers by industry

Find the most profitable industry for your business.

Leads by source

Define the best marketing channels bringing new business.

Email template performance

Find open, click, reply rates for email templates.

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Trusted by users across every major review site like G2, Capterra, and GetApp. Consistently rated for reliability, experience, and results.

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Reporting and dashboards for revenue teams