Role-Based Homepages and Dashboards

Within the new B2B CRM, you will be updated with customized sales forecasting reports that you can build with ease. In our role-based scenarios, the sales director has a clear overview of revenues, the performance of sales managers, and the pipeline. See which reps are on track to beat their targets with real-time leaderboards.

Key features:

  • Make critical decisions anywhere you want
  • Get an accurate view of your entire business with comprehensive forecasts.
  • Track your top performers
  • Get deep insights and intelligence on accounts
  • Stay ahead of your competition with easy-to-use and intuitive homepages

Try Easy Project in 30 days free trial

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