Sales
Dashboards
Module

Let your sales network follow the sales results.
Unlock the potential

Key business
advantages

Customized sales reports
Online KPIs tracking
Dynamic real-time data insights
Drill down functionalities
Sales Dashboards Module

Provide your agent with online sales reports

Our system presents visually appealing dashboards that depict agents' activity, commissions, and performance using real-time data.
Analytics module allows you to aggregate data by enabling users to drill down to a single agent, product, customer.
The system collects all data representing sales results subdivided into products, regions, branches and time periods.
Revolutionize Your Sales Process
Customize reports to
meet your needs
The dashboards can be customized according to your sales processes and reporting policy, giving users space for their own configurability.
Different roles and access rights can be easily defined, so you can decide what your agent, managers and other participants can see.
Customize reports to find relevant data

Enable your agent to follow Key Performance Indicators (KPIs) online

Dashboard with key performance indicators (KPIs)
The platform offers dashboards and data visualization tools to help monitor sales results and performance metrics.
Ask about module

This is one of the many modules
‍you can implement within our powerful Agent Portal

Check out our Sales
Module
Accelerate the sales process
Discover our 360
Agent View
Manage clients’ portfolio effectively
Check out our 360
Customer View
Gain full customer view
Check out our solutions for insurance

Technology facilities

High level of security
Application running in the Amazon Web Service
Access from any device
Multilingual, customizable interface
Protection against authorized intrusion
Ask about technical issues
Frequently 

asked questions
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
Ready-made solutions for quick
implementation
We’re the main provider of IT services to Generali’s Polish unit. We’ve been working with them since 2006, building dozens of modules, including the main systems that power their operations...Show more
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