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Grow your revenue
Increase sales efficiency and scale operations with confidence.
Improve your sales efficiency
Boost cycle times, follow-up and daily rep activity.
Make your number
Convert more leads, crush your quotas, and increase revenue predictability.
Support your customers
Nurture customer-relationships to last a lifetime.
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Track and monitor key metrics across your organization.
Group reports onto completely configurable & customizable dashboards for instant insight.
Create a mini-Dashboard (called a Dashlet!) on top of any View. Show or hide the Dashlet from the View, and include as many Widgets as you want.
Dashboard components to analyze trends, track key performance indicators and other various key company metrics.
Vertical bars with bar heights proportionate to the value they represent along the x-axis.
Horizontal bars with bar lengths proportionate to the value they represent along the y-axis.
Add second pivots to Bar and Horizontal Bar charts to stack and analyze a second data set, grouped in the value they represent.
Circular chart with a hole in the center, divided into sectors proportionate to the value they represent.
Vertical funnel sectioned into slices proportionate to the value they represent.
Circular chart divided into slices proportionate to the value they represent.
Track KPIs against targets or ranges with custom color coding.
Monitor KPIs in a simple number widget or track progress against targets.
Customize targets on Bar, Column, Gauge and Number Widgets.
From any widget, click to view underlying data view.
From any widget, click a chart proportion of a widget to drill into to a pre-filtered list of records.
Snapshot any material changes to your pipeline and drill into changes across any period of time.
Report on and progress work across multiple pipelines for your different lines of business.
View sales forecasts on a gross or weighted basis with custom, calculated weighting formulas.
Set company wide sales targets for monthly, quarterly and annual goals.
Breakdown total cycle times to stage-based cycle times across any stage-based workflow and pivot groupings by any stage, choice list, date or reference field.
Track number of calls, emails, notes, @mentions, attachments and more by team, user, and record.
Track important, task-based metrics across your team such as cycle times analytics, tasks by owner, by project and more. Customize a task dashboard with various KPIs and metrics using FreeAgent's widgets to keep a pulse on your team's work.
Generate reports using line items and parent records to analyze product-based metrics or anything else.
Identify problem areas through analyzing age in stage and overall age of CRM data.
Generate reports using time parameters from Date, Date Ago, or Date Time fields.
Track and report email open and click rates across users and templates as well as receive notifications upon a recipient opening or clicking a link or attachment.
Instantly convert any data set in any app into a chart visualization.
Calculate count/average/max/min/sum for currency and number fields in column headers in list and board views.
Dot.walking allows you to add fields from any reference App to your List view. You can also Filter using dot.walked fields.
Group By' replaces 'Pivot By' in Views. Group (up to 2 fields deep) for better organization and more calculation visibility on one page. Add subtotals too! Bar charts and other widgets use 'Group By' fields automatically.
Order your chart and board view layouts from most to least.
Display data in a simple table calculating values attributed to pivotable data groups.
Automate report distribution to internal recipients or customers.
Generate PDFs of dashboards.
Export widgets as JPG, PDF, PNG, SVG files.
Export charts and widgets in PDF format.
Import data in CSV format to combine datasets from multiple databases with a few clicks.
Export data in CSV format to combine datasets from multiple databases with a few clicks.
View records in a list view with in-list charting functionality and hover over card pop ups.
Sort by up to 3 fields to organize views with tiered sorting.
Filter by any field or multiple fields and single or multiple field values using various operators.
Filter by "Is" or "Is Not" values.
Filter for values "Between" minimum and max values.
Filter by "After" specific date, "Before" specific date, "Between" specific dates, dynamic date "Period" and dynamic "Rolling" date periods.
Filter for values by "Less or Equal to", "Greater or Equal to", "Between", "Is", and "Is Not".
Filter for values by "Contains", "Does Not Contain", "Is", "Is Not", and "Starts With".
Export charts and widgets in XLSX format.
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