Data that drives commercial decisions
Real-time dashboards, per-user customisable KPIs and 16 downloadable Excel reports. See what works, who performs and where to improve.
Dashboard with 8 widgets
Day planner, team schedule, opportunity and order funnels with total capital, activity trends, active campaigns and objectives progress.
18+ customisable KPIs
A KPI grid each user arranges to their liking: contacts, opportunities, invoiced orders, margin, commissions and close time. 12-month history.
16 exportable Excel reports
Contacts, opportunities, orders, products sold, rankings, pipeline forecast, objective commissions and campaigns. All filterable by date and rep.
Role-based analytics
Managers see their team. Reps see their own. Admins see everything. Cost and margin KPIs reserved for superadmin. Each user sees exactly what they need.
Discover more Salesly modules
Learn more on our blog
Analytics FAQs
What KPIs can I see in Salesly?
Over 18 KPIs: new contacts, open/won/lost opportunities, invoiced orders, revenue, margin, commissions, average close time, activity by event type and rep rankings.
Can I customise my KPI dashboard?
Yes. Each user can rearrange their KPI grid by dragging and dropping. The layout is automatically saved on the server for each user.
What reports can I export?
16 Excel reports: contacts, open and closed opportunities, orders, products sold, product rankings, pipeline forecast, commissions and campaigns. All with date and user filters.
Is the data updated in real time?
Yes. KPIs are calculated on every query. Additionally, Salesly maintains 12-month monthly history to visualise the evolution of each metric.
Start selling more today
Try Salesly free for 14 days. No credit card, no commitment.