The Sales performance dashboard you need
Centralize all of your data in one place, save time and gather insights to close more deals.
Pull live data from your CRM and other sales & marketing tools
No need for engineers or time consuming CSV exports. Connect all your tools in a few minutes. We support all the tools B2B SaaS companies use.
Instantly set up your Sales performance master dashboard
Use our pre-built dashboard template. Deals closed, MRR, Projected MRR, Sales rep leaderbord, funnel conversion rate, lost reasons, close rate by channel
We’ve built it after working with hundreds of Sales organizations.
If it’s not enough, you can easily build custom reports
Every Sales team is different. Go beyond our template and build custom metrics and reports. It's as easy as writing a formula in Excel.
Never miss anything with daily or weekly metrics digest
Get a digest of all your most important metrics over email or Slack: MRR, Pipeline, Rep performance.
Set it up daily or weekly and get your all team aligned.
Talk to data experts who will help you build your dashboardsSchedule a data consulting call
They love us
They love us
We’ve helped dozen of agencies performing inbound generation, CRM consulting or marketing advise. With Actiondesk, they added value to their clients by providing more accurate and all-in-one place reports.
We choose Actiondesk to automate our reports from Close and Facebook Ads for 25 of our customers. We have now a live view of each accounts, better insights to track sales activity and automated slack messages to communicate faster to our clients.