Revenue Operations Dashboard

Revenue Operations

Translate your data into revenue insights in real time, giving you competitive and timely intel to make key decisions.

Team Member Activity

Team Member Activity

This dashboard provides managers comprehensive insight into the activites done by members of their team.

Opportunity Pipeline

Opportunity Pipeline

This dashboard provides managers with insights into the opportunities that are in the pipeline.

Money Movement

Money Movement

See the inflow and outflow of money through a client over a designated period of time.

Referral Pipeline

Referral Pipeline

This dashboard provides managers with detailed insights into their team’s referrals.

Book of Business

Book of Business

This dashboard provides managers their total accounts/entities and insight into their team’s AUM (assets under management).

Metrics Leaderboard

Metrics Leaderboard - CRM Analytics Accelerator

See how your team is tracking in aggregate and across nine different metrics

Clustered Whitespace

Clustered Whitespace - CRM Analytics Accelerator

Find whitespace not just based on “sold” and “not sold”; also see which products are associated with active deals