
Bird's Eye View
How am I doing? Get answers in a very visual display that guides where you focus your time. In a glance, you can see:
- how you're pacing
- how your AEs are performing
- your top gainers & losers
- your big pending deals
- yesterday's order changes
Pacing And Forecasting
Identify potential gaps to manage with sales teams and identify the top losers or gainers to analyze and act upon.
Custom Watch Lists
Keep a close eye on information you are most interested in, whether it be key accounts, outlets, categories or salespeople. By monitoring your Watch List daily, you can prioritize your time, identify trends and focus your energy on important deals.
Watch Key Activity
Stay connected with sales team activity, pending sales, potential revenue gaps and schedule activities with key accounts.
Scorecards For AEs
Improve one-on-one meetings with your AEs with week-to-week snapshots of their performance. Detailed scorecards summarize each individual's:
- pacing
- forecast accuracy
- key accounts
- recent activity against goals
Mobile
You can't be tethered to your desk while there are huge deals to close. Stay connected while you're on the road maximizing client face time.


