Overview
This is a sales tracking platform for agencies. It allows tracking of all the important sales metrics, provides visibility into individual closers' performance, and helps monitor changes in key sales metrics like close rates and show-up rates to support data-driven decision-making.
The Product
Overall Performance Dashboard
The agency owner can see all their company's most important metrics in one place, such as show-up rate, close rate, monthly closed deals, and cash collected. They can compare past performance month-over-month and track all their sales data in a single dashboard.
Individual Closer Tracking
Agency owners can track each individual closer's performance and identify top performers on the team.
Log Metrics
Each closer has a separate tab to upload information daily to populate the data.
Custom Metric Set Up
Agency owners can create their own closing package and store it in the platform, configuring custom metrics tailored to their company.
