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Sales Tracking

Sales Solution

See what’s working — and what’s stuck

Dashboards and reports turn pipeline activity into decisions — open leads, overdue follow-ups, funnel health and win rates on shared CRM data.

Custom reports Custom dashboards Pipeline funnel Win rates KPI alerts

The challenge

Reports that arrive after the deal is gone

Spreadsheets lag. Managers need today’s overdue list and this month’s funnel — not Friday’s export.

Vanity metrics

Lead counts without stage conversion, ageing or source ROI.

Overdues hide

Follow-ups slip until a buyer complains — no dashboard callout.

Rep vs source unclear

Can’t tell if a win came from MagicBricks, Meta or a sticky owner’s effort.

Capabilities

Reports your team can act on

KPIs for today, funnel for the process, deep reports for coaching and spend decisions.

Dashboard KPIs

Open leads, overdue follow-ups, won in 30 days and inquiries waiting to convert — what needs attention now.

Pipeline funnel

Stage conversion from New through Won so you see where volume drops and where to coach.

Actionable reports

Avg days to win, leads by agent and source, win rate, ageing and high-priority opens.

Data flow

Activity in. Decisions out.

Every stage change, follow-up and win/loss reason feeds the same analytics layer.

Tracking data flow

Capture

Leads & sources

Engage

Calls · tasks · notes

Advance

Stage & sub-status

Won / Lost / Hold

Measure

KPIs · funnel · reports

Capture

Leads & sources

Engage

Calls · tasks · notes

Advance

Stage & sub-status

Won / Lost / Hold

Measure

KPIs · funnel · reports

What enters

Stage moves, owners, sources, follow-up dates, call outcomes and win/loss reasons.

What you watch daily

Open leads, overdue follow-ups, high-priority opens and won (30d).

What you review weekly

Funnel conversion, avg days to win, leads by agent/source and win rate.

Reports

Funnel snapshot and report list

Illustrative view inspired by the live sales workspace.

Lead pipeline funnel by stage
Traffic and conversion by source
Avg days to win
Overdue follow-ups and high-priority opens
Leads by agent and by source
Win rate and deals by stage
Booking trend and ageing

Pipeline funnel · snapshot

Illustrative view inspired by the live sales workspace

Live

Open leads

Active

Overdue

Today

Won 30d

Closed

Inquiries

Pending

New 88%

Contacted 72%

Qualified 58%

Site visit 44%

Negotiation 30%

Won 18%

Report builder

Generate any report your company needs

Filter → group → measure → chart. Duplicate system starters or create your own — then pin them to a custom dashboard.

Create report · step by step

Basics

Name, Sales/Marketing/Shared library, team or private visibility

Data

Raw source (Leads/Deals/Tasks/Inquiries) or a Dataset with calculated fields

Chart

Number, bar, pie, line, funnel, table, radar and more

Filters

AND/OR rules — last 30 days, open only, one agent, has campaign…

Group by

Status, source, agent, campaign, project, city, lost reason…

Measure

Count, sum, avg — or win rate % / days-to-win from a dataset

Datasets

Reusable joins + calculated fields (win rate, days-to-win, lead+task blends). Starters for sales and marketing.

Dashboards

New board → add widgets from saved reports → drag/resize. Sales overview, agent performance, marketing overview.

Alerts

Watch a Number report every ~15 minutes; notify when overdue follow-ups or other KPIs cross your threshold.

Also flexible

Pipelines and boards adapt to your process

Create Sales + Rental (or more), add statuses and sub-statuses, and mark which stages start a deal.

Create pipeline

Add pipelines for different motions — e.g. Sales vs Rental — then filter leads by pipeline.

Statuses & sub-statuses

Edit stages like Site visit done or Negotiation, with sub-statuses such as Callback requested.

Custom dashboards

Pin the reports each role needs — admin, salesperson or marketing — without exporting to Excel.

Connected

Tracking powered by live CRM data

Every report reflects real pipeline activity — no manual exports.

Sales management

Manager dashboards and stage drill-downs.

Lead management

Track from first enquiry to close.

Sales automation

Overdue and stage events feed KPIs.

Call center CRM

Agent outcomes in the same funnel.

Lead capture

Source tags power attribution reports.

Sales CRM product

Explore tracking in the full platform.

See sales tracking in action

Book a demo to explore KPIs, funnel views and reports for reps, managers and leadership.

Sales CRM