The Sales performance dashboard you need

Centralize all of your data in one place, save time and gather insights to close more deals.

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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.

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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.

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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.

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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.

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Talk to data experts who will help you build your dashboards

Schedule a data consulting call

They love us

"I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live."

ROMY LYNCH

Co-Founder @Unflow

"Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team."

JOSH HUBBALL

Founder @Level Frames

“It’s incredibly easy to set up and use. Having the power of a spreadsheet with the integration of importing data from multiple sources that will automatically refresh has instantly solved all of our reporting problems.”

Beth Goulet

Director of Demand gen at Vemo Education

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.

Will

CEO @ Sales Sniper

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.