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Drive revenue growth with prebuilt sales analytics

Track pipeline performance, forecast revenue, and understand customer behavior with AI-powered dashboards—purpose-built for SMB sales teams and delivered as a fully managed service.

Prebuilt dashboards to manage your entire sales cycle

From lead conversion to territory performance, access ready-to-use dashboards that help you track sales activity, forecast revenue, and uncover customer insights—all without building reports manually.

  • Sales pipeline visibility
    Monitor deal stages, status, and conversion ratios across your funnel.

  • Lead conversion tracking
    Analyze source effectiveness and lead-to-close performance.

  • Revenue forecasting
    Compare actual vs. projected revenue and analyze win/loss trends.

  • Territory performance
    View regional sales, rep performance, and quota attainment.

  • Customer insights
    Track retention, segmentation, and cross-sell or upsell potentia

AI models to improve conversions and predict revenue

Use built-in machine learning to score leads, forecast revenue, and reduce churn—so your sales team can focus on closing deals, not crunching data.

  • Lead scoring and conversion prediction
    Prioritize leads most likely to convert based on historical patterns.

  • Revenue forecasting
    Predict future sales by rep, region, or product line.

  • Churn risk prediction
    Identify accounts that are likely to disengage or cancel.

  • Product affinity modeling
    Recommend relevant upsell or cross-sell opportunities.

  • Territory and quota optimization
    Analyze performance by region to set realistic targets and improve allocation.

A fully managed sales analytics platform for SMBs

From CRM integration to dashboard refreshes, everything is delivered as a service. SMB Analytics helps your sales team make data-driven decisions—without needing internal analysts or custom reports.
Easy CRM integration

Connect systems like Salesforce, Zoho CRM, HubSpot, and NetSuite CRM.

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Automated dashboard updates

Get refreshed reports monthly to keep your pipeline and forecast data current.

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Custom KPI and dashboard support

Tailor dashboards to track the metrics that matter most to your sales strategy.

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Sales analytics consultation

Work with experts to optimize your sales dashboards and improve reporting.

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Built for sales-focused SMB teams

SMB Analytics is designed for sales leaders, account executives, RevOps teams, marketing managers, and business owners who need a clearer view of pipeline performance, customer trends, and revenue opportunities—without building dashboards from scratch.