News

Your own page of widgets: sales vs budget, top customers, increases and declines. Flip any widget between Personal and Company. Reps start from ready-made layouts: My Day, My Territory and My Accounts.

What has changed since the last live build. Two new reports, per-user access levels, a rebuilt side menu, and ready-made starting dashboards for sales reps.

Still facing a two-month spreadsheet jail sentence this June? Stop guessing your numbers in flat Excel files and manually keying in data. Discover how to connect your cloud accounting system and build a balanced, Three-Dimensional (3D) Sales Budget in less than half a day—while giving your sales reps a live, automated dashboard weapon to smash their targets.

Which customers are under budget? Over-performing? Or falling behind?

Brand new suite of reporting tools!

Your Customer List Might Be Worth More Than You Think—Here’s How to Find Out

Time flies by and the OG of Sales Intelligence is celebrating 25 years!

Popular accounting system now a click away from SWOT

BIG ANNOUNCEMENT!