KPI Dashboard

Results you can expect

• Makes managing sales activity easier
• Helps spot inactive leads before it's too late
• Reduces reporting preparation time
• Contributes to decisions based on your real numbers

How it works

1. Your figures come from your CRM. Leads, stages, sources and open opportunities: nothing to re-enter.
2. The pipeline is calculated. Leads by stage and source, conversion rate and weighted value of your opportunities.
3. A detailed health score. Calculated from your data — contact freshness, lead progress, conversion — with the breakdown of each component.
4. Waiting leads are flagged. Every lead with no contact beyond a delay specific to its stage, and every signed client left too long without news.
5. You are alerted by email. Turn on automatic alerts: new alerts go daily or weekly to your account administrators, never twice for the same situation.

Use cases

• Business owner: receive every morning the leads to follow up, without opening a dashboard.
• Sales manager: prepare the pipeline meeting from CRM figures.
• Sales team: track progress towards lead and client targets.

Frequently asked questions

Where do the figures come from?

From your CPX CRM: leads, stages, notes, activities and open opportunities. A note or an email sent to a lead resets its counter.

Are the alerts automatic?

Yes, once turned on in your Configuration; you choose a daily or weekly frequency. They can also be viewed at any time in your workspace.

Is the health score calculated?

Yes, from your data, and its breakdown is shown. The written analysis that comes with it is an AI assessment, presented as such.