Sales KPI Features
Sales KPI Tracking
Sales KPI Tracking
Automatically track your key sales metrics in one place with accuracy so you can drive sales & increase performance.
Automatically track your key sales metrics in one place with accuracy so you can drive sales & increase performance.
Automatically track sales KPIs
Automatically track sales KPIs
Gain insights & identify bottlenecks
Gain insights & identify bottlenecks
Drives sales & revenue growth
Drives sales & revenue growth
Integrate with your scheduling software
Integrate with your scheduling software
OptimateAI integrates with your scheduling software to automatically pull in sales appointment data so you can optimize your sales process.
Integrate with your scheduling software
OptimateAI integrates with your scheduling software to automatically pull in sales appointment data so you can optimize your sales process.
Track outcomes of sales appointments
Automatically track outcomes to your sales appointments so you can easily view all of your sales KPIs like your show up rate, close rate, offer rate, and more so you can identify areas to boost your sales,
For sales teams, OptimateAI includes an integrated quality control system, empowering sales managers or owners to review outcomes of sales reps appointments to ensure the data remains 100% accurate.
Track outcomes of sales appointments
Automatically track outcomes to your sales appointments so you can easily view all of your sales KPIs like your show up rate, close rate, offer rate, and more so you can identify areas to boost your sales,
For sales teams, OptimateAI includes an integrated quality control system, empowering sales managers or owners to review outcomes of sales reps appointments to ensure the data remains 100% accurate.
View custom sales reports on the fly
Easily create custom sales reports on the fly to gain deeper insights into your sales data so you can identify bottlenecks and improve productivity so you can grow revenue more efficiently.
View custom sales reports on the fly
Easily create custom sales reports on the fly to gain deeper insights into your sales data so you can identify bottlenecks and improve productivity so you can grow revenue more efficiently.
Increase your close rate & boost sales performance
You will have a Sales Dashboard to easily view how you're performing, your progress to your goals for each KPI and overall sales targets, and gain valuable insights to drive sales and increase your conversion rate.
For sales teams, you can view the teams performance as a whole, or drill down to the individual level to spot inefficiencies so you can drive sales performance for your entire organization.
Increase your close rate & boost sales performance
You will have a Sales Dashboard to easily view how you're performing, your progress to your goals for each KPI and overall sales targets, and gain valuable insights to drive sales and increase your conversion rate.
For sales teams, you can view the teams performance as a whole, or drill down to the individual level to spot inefficiencies so you can drive sales performance for your entire organization.
How does it work?
All of your sales KPIs at your finger tips
1
Integrate appointments
Simply integrate your scheduling software and start pulling in sales appointment data.
2
Track your sales KPIs
View a simple Sales Dashboard to view all of your key sales metrics in one place.
3
Grow your sales & revenue
Gain insights and identify key areas to drive sales performance and increase revenue.
How does it work?
All of your sales KPIs at your finger tips
1
Integrate appointments
Simply integrate your scheduling software and start pulling in sales appointment data.
2
Track your sales KPIs
View a simple Sales Dashboard to view all of your key sales metrics in one place.
3
Grow your sales & revenue
Gain insights and identify key areas to drive sales performance and increase revenue.