Transform raw data into intelligent insights with CRM Dashboard

FastTrack your workflow process by accessing overview reports and analyzing the key performance metrics in one place. Track sales, leads, activities, and campaign performance through visually rich and interactive charts of Pepper Cloud CRM.

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Take control of your sales processTake control of your sales process

Effortlessly monitor your sales funnel and gauge your sales team performance through an intuitive sales dashboard.

Sales Performance

Determine the number and value of the won opportunities, top sales performers and opportunities, visualize the sales funnels, and track many other insights through the sales dashboard.

Detailed as you like

Apart from the top numbers, get details on the top and bottom 10 opportunities by account, amount, and date. Focus on improving the performance lags with the help of sales leaderboards.

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Kanban View

Analyze lead conversionsAnalyze lead conversions

With a simple, visually appealing lead dashboard, audit how your team members are progressing towards lead conversion goals.

Lead KPIs

Access converted or rejected lead numbers, monitor performance of your leads funnel, compare the leads on the leaderboard on average conversion days and many other leads-related component data.

Drill into details

Monitor leads dashboard by date range or filter by your team and users. Get more granularity with chart level filters.

Manage relationships betterManage 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 a birds’ eye-view of the number of activities created over time, filter the activity dashboard view and get the reports on which you can act on.

Activity Type

Break the performance by activity type such as task created, Meetings finalized, Calls logged, Emails sent out, Documents uploaded etc. and see what is working and what is not.

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Keep an eye on marketing campaignsKeep an eye on marketing campaigns

Running a campaign is good but analyzing it is better.

Real-time stats

View performance reports on your marketing and sales campaign instantaneously. Analyze open rates, click rates, delivery rates, users subscribed and unsubscribed, best time to send campaigns etc.

Compare and learn

Use A/B testing campaigns to see what works better with your audience. With an A/B testing campaign, you will be surprised how a small change can impact your results.

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Dashboards 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.
  • Monitor team productivity and the elements that led to success.
  • Design a roadmap to improve your team’s performance.

What our customers are saying!

Many businesses trust Pepper Cloud CRM software to run their operations globally. Know about our clients experience in their words.

Sally See

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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.”

Sally See

Marketing Manager, Tec D Distribution Sdn Bhd, Malaysia

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