Numbers, not gut feel, point the team in one direction
Analyze and visualize scattered customer data in a dashboard the whole team shares. Each person changes the period right on their own screen.
Key metrics at a glance
Show metrics like won amount, new deals and win rate as a single number, with a target next to it.
Period-over-period
Overlay this month and last, this quarter and last, or this year and last year in one chart to see the trend.
Sales funnel
See what share of deals moves on and drops off at each stage from lead to won, and find the bottleneck.
Time in stage
See the average, shortest and longest time deals spend in each stage, and spot the slow ones.
Stage movement
Count the deals that moved into a stage over time to see when and how many moved.
Slice and visualize
Break data down by owner, stage, industry or any field, narrow it with filters, and pick bar, line, pie, funnel or table.
View the raw data
Click a chart to open the records behind that number as they are, and edit values right there.
Dashboard date range
Change the date range of every report at once to switch between the last 3 months and this year.
Share with your team
Share with the whole workspace or specific members, with view or edit access.
Get started today
From managing customer data to automating your work, start it all with Trackit.