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Sales states
selection

Want to analyze your pipeline with accuracy? Using Sales States Selection, you are able to filter your data according to various timelines; created_at, future_draft as well as the initial dates. This enables you to divide your sales flow into manageable snapshots, look through past patterns, and track progress in real time. No more going through messy spreadsheets—no more data but clean, filterable data that gives you the exact information you need to know, when you need to know it.

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Set your
starting dates

Your business doesn’t automate on a single timetable – why should your CRM? The ‘Start Date’ feature that we offer is customizable, allowing you to set the precise starting point where you will start analyzing performance with regards to all critical sales activities. Whether you are setting off on a new campaign or monitoring seasonal trends, you are in full control of how and when your data is collected and viewed.

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Define Your
End Dates

Establish clear end dates for tracking and reporting to follow your sales cycles, marketing campaigns, or quarterly reviews. This feature makes sure your reports are clean, focused, and goal-oriented. Bid farewell to ambiguous results and welcome pinpointed insights that allow you to assess results, determine gaps, and develop future growth with confidence.

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