A Command Center for Your Accounts, in One Dashboard
Spur future business and solidify client relationships with a complete overview of your customer accounts. View and compare your accounts side-by-side, including high-level metrics across clients. Drill into specific accounts, including open opportunities, closed lost, and closed won timeline, to generate future sales with precision data.
Accounts Overview Dashboard helps you:
- For each account, leverage a full timeline of sales activity to enhance client relationships and win future deals.
- Create new deals and assign tasks to sales reps by identifying “lapsed accounts” with no activity
- Easily access a full summary of your past performance and sales efforts for each account.
- Automatically track sales reps associated with each account, along with their main points of contact.
"Coefficient's Google Sheets templates are the next step in spreadsheet evolution–connected spreadsheets. Connected sheets mean faster, better, and more accurate analysis by everyone–especially if you can't code!"
Evan Cover
BI Manager, Klaviyo
