The records your sales team keeps in Trackit become the numbers on your dashboard. An agent writes up last week's report and posts it to Slack, and customer records stay with the company when owners change.
Every team brings a different number to the same question
No team tallies on its own: the dashboard is built from the records your sales team keeps in Trackit. If a number looks off, click the chart to see the records behind it, exactly as they are.
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Team leads spend selling time putting reports together
At a time you set, like Monday morning, a workflow runs and an agent pulls last week's records into numbers and a summary. The report is saved as a note, and a heads-up goes to a Slack channel.
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When an owner leaves, the customer history leaves too
When someone leaves or accounts change hands, move the data they owned to someone else in one go. Who exported what, and when, stays in the user log.
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Every Monday morning, an agent reads last week’s sales activity and leaves a team report.
Every morning, ad, store and influencer numbers land in records and are compared by the same ROAS on a dashboard.
Recommended plan
Dashboards come with every paid plan. Choose Enterprise when the company also needs to manage handovers and access records.
From managing customer data to automating your work, start it all with Trackit.
