Revenue Operations

Referral Pipeline

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

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

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

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

Track visitor traffic and revenue, visualized against a custom map of the event space

Allow users to select grouped columns within a dynamically displayed table

Facet and inline edit opportunity lists from a LWC embedded within a CRM Analytics dashboard

Review progress to quota across the team and highlight specific team members for review

Go beyond just country/state segmentation to see breakdowns in performance