Accounts Overview Dashboard for Google Sheets

For each customer account, monitor activity, track sales rep performance, and win future deals, all from a pre-built Google Sheets dashboard.

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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.

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