Transform raw data into intelligent insights with CRM dashboard
Fast track your sales process by accessing overview reports and analysing the key performance metrics in one place. Gain action-oriented insights on sales, leads, activities, and campaigns with comprehensive analytics.
Take control of your sales process
Win opportunities without limits. Effortlessly monitor your sales cycle and gauge your team performance through an intuitive sales dashboard.
Sales performance
Determine the number and value of the won opportunities, top performers, visualise the sales pipeline, and track activities that lead to winning opportunities. Zoom in to the performance targets and prevent any sort of performance issues with the help of the sales performance report.
Sales leaderboards
Apart from the top numbers, get details on the top and bottom 10 opportunities by account, amount, and date. Identify and focus on improving the performance lags with the help of sales leaderboards.
Visualise lead conversions with views
With a simple, visually appealing sales lead dashboard, audit how your team members are progressing towards lead conversion goals.
Lead KPIs
Access converted or rejected lead numbers, monitor the performance of your sales funnel, and compare the leads on the leaderboard, with the help of the best sales CRM.
Drill into details
Monitor leads dashboard by date range or filter by your team and users. Get more granularity with chart level filters. With comprehensive details, start filling up your pipeline, manage your leads, and start selling efficiently.
Manage customer relationships better
Focus on improving the performance lags with the help of the activity dashboard.
Sales activities
Understand how your team is spending the time. Get an overview of the number of activities created over time, filter the activity dashboard view and get the reports on which you can act.
Activity type
Break the performance by activity type such as task created, meetings finalised, calls logged, emails sent out, documents uploaded, etc. and see what is helping in increasing the sales and effective lead management.
Track campaigns that generate revenue
Real-time stats
View performance reports on your campaign instantly. Analyse open rates, click rates, delivery rates, users subscribed and unsubscribed, the best time to send campaigns, etc. with the help of the Mailchimp dashboard.
Compare and learn
A small change can impact the results. Use A/B testing campaigns, identify those changes that can create a better impact among your audience and implement them as a part to improve your sales metrics.
Sales dashboard with intuitive insights
With Pepper Cloud CRM dashboards, go beyond the reports and gain useful insights for your team growth.
- Avoid the bumps and repetition of mistakes that can hit your numbers.
- Analyse trends across the organisation and perform better sales forecasting.
- Monitor team productivity and the elements that led to success in selling.
- Identify the bottlenecks and design a roadmap to improve your team’s performance.
Our happy customers are accelerating their sales growth
Many businesses trust Pepper Cloud CRM software to run their operations globally. Know about our clients experience in their words.
Pepper Cloud CRM has made it easier for the updated information to be accessible to everyone in our company. Its association feature allows linking the business and activity records, helping us to track all present and past interactions with the customer giving sales access to more information, allowing a higher level opportunity conversion.
Our marketing team also utilizes that information to run targeted marketing campaigns. The CRM is good not only in tracking and forecasting sales but also in providing custom graphs, page views and fields. Another good thing with Pepper Cloud CRM is that they take feedback seriously. We feel that we do have a say in the product roadmap.
Marketing Manager, Tec D Distribution Sdn Bhd, Malaysia