Simplify & standardize sales reporting.

A ready‑to‑use analytics experience that gives teams instant visibility into sales results across your company, customer, and account manager levels, without the complexity of manual reporting.

What you get with our Sales Dashboard

Accurate Data

Sales metrics are automatically validated against CRM source data and standardized business logic, ensuring consistent and reliable results.

Faster Reporting

Eliminate spreadsheet‑based reporting and manual calculations, reducing errors and saving valuable time.

Role-based Views

Interactive dashboards provide role‑based views at the company, customer, and account manager level, making insights easy to access and understand.

Built-in Governance

Every mapping, calculation, and transformation is fully traceable, supporting compliance, reviews, and audits with confidence.

How it works

Retrieve Data

Automatically pulls transactional data from the connected CRM at predefined intervals, ensuring dashboards and calculations are always based on the latest information.

Consolidate Data

Combines all relevant datasets into a single, reliable source of truth, improving reporting accuracy and reducing the risk of manual errors.

Analyse Performance

Interactive dashboards, Sales Snapshot and Drilldown, provide instant visibility into performance and allow users to move from high-level summaries into transaction-level insight for deeper validation.

Module Key Capabilities

Data Retrieval

Automatically pulls transactional data from the connected CRM system at predefined intervals, ensuring that calculations and reports are always based on the latest information.

Data Consolidation

Combines all relevant datasets into a single, reliable source of truth. This ensures accurate reporting and reduces the risk of manual errors.

Interactive Dashboarding

Offers intuitive dashboards such as “Sales Snapshot,” and “Drilldown” views. These visual tools help users analyse performance, validate deals, and understand the underlying data with ease.

Exception Handling

Integrates with Freshservice to detect, track, and manage errors or anomalies, ensuring smooth processing and quick resolution of issues.

User Access

Provides controlled, role-based access to ensure users only view and manage the information relevant to them, supporting data security and governance.

Transaction Logging

Records all actions and system events to support auditing, traceability, and compliance requirements.

Mapping Management

Maintains dynamic relationships between statuses, deal types and company & account manager targets. It also provides a platform to configure general parameters (e.g. financial year, aging bucket & gross profit percentage limits). This enables flexible deal rules that adapt to different businesses.

Full module spec.

Download our full set of details for the Sales Dashboard module.

Module Enquiry

Frequently Asked Questions

  • What are the module setup requirements?

    An active, compatible connection to the CRM system must be configured to enable the module to retrieve, process and update financial and customer data. This configuration includes setting up API credentials, enabling the required endpoints and confirming successful communication between the module and the ERP platform.


    Data extracted from the CRM system must be aligned with the approved module design, including data structures, field definitions, formats, business rules, and underlying assumptions. This alignment ensures data consistency, accuracy, and reliable processing across all module logic, workflows, and downstream outputs.

  • What does the module do?

    The module automates sales pipeline tracking by pulling data from The CRM system, applying mapping rules, and presenting results in real‑time dashboards, while ensuring integrity through logging, exception handling, and access controls.

  • Who is the module for?

    This module is for sales teams who need accurate sales data for fast decision-making.

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