Example of cohort analysis. This dashboard groups customers by year of acquisition. It then shows sales and revenue trends for each cohort.

Example of pharma sales tracking. This dashboard shows how customers, products, sales reps, and sales areas are doing.

This report gives up-to-date customer information in one place. The top band shows total revenue by year. The graph on the left shows each customer’s share of total revenue. To view one year, click a year in the top band. The report then updates the numbers in every section.

Click any graph to filter the other graphs. This filtering gives a 360-degree view of customer data. It also helps you spot areas that need attention.

The left side shows revenue from the insurer. The bottom left shows each physician and the related patient count. The middle section shows business and Health Vital Trends. It includes revenue trends, patient trends, and vital trends. The right side groups health vitals into bins and shows revenue for each bin. Use the top-right filter to compare locations. Use the date filter to move through months.

This is a sales report by sales office and rep. The graph on the left shows each office’s share of total revenue. The chart at the bottom left shows each rep’s sales trend. Click any office or rep to see sales trends for the selected name. You will also see the related items and customers.

This product dashboard helps you monitor item sales and gives a 360-degree view of each product. It shows revenue trends by year to track performance. It also lists the sales reps and customers linked to each item.

This dashboard is a view into customers' revenue activity. The revenue trends depict performance by year. The graph on the left shows the contribution towards total revenue by each customer. By clicking on any customer name gives a 360 degree view of the customer's revenue - the items purchased, the sales rep, the buying trend etc.

This dashboard is an example of sales call analytics. Agents’ call history with prospects powers the insights. Sales teams use it to improve the data analysis process. Managers can measure sales team performance. Training and coaching strategy becomes clearer with these results.

This report shows bills customers have not paid yet and the amount still open. It also shows which payments work and which ones fail. Use it to spot issues fast and follow up on unpaid bills.

This dashboard helps teams reduce average order fulfillment time. It shows total orders processed in a selected period and the average days to fulfill orders by brand and location.