Custom dashboards
Drag charts into a layout of your own.
How it works
- Pick a chartLine, bar, pie, area, or funnel, on any data source in the workspace.
- Build the dashboardDrag charts into place. Data refreshes live.
- Share or exportExport reports to CSV or PDF when someone outside the workspace needs them.
What's included
Pipeline analytics
Conversion rate and velocity for each stage.
Revenue reports
Revenue by stage, team, and period.
Activity analytics
See team activity and engagement.
Funnel view
Leads, Deals, and Accounts in one funnel chart.
Conversion tracking
How many records move from each stage to the next.
Custom charts
Line, bar, pie, and area charts on any data source.
Export
Download reports as CSV or PDF.
Live data
Dashboards refresh as your data changes.
Revenue recognition
Report earned revenue from project billing and delivery rules.
More in Commercial Intelligence
Account Portfolios
Every client in one portfolio, with renewals, revenue at risk, and shared history next to it.
Enrichment
Fill in missing company details automatically, and bring in people data from tools like Clay or Apollo.
Signals
See what changed in a relationship or account while there is still time to act.
Industry Data
SoonMarket shifts across companies, services, and regions.
Further reading