Customer Landscape Dashboard

Quickly and easily categorise your customers and prospects by contribution to your revenues or profits, based upon the data already in your accounting and CRM systems


Visualise your customer landscape, see key customers, trends of which are growing as customers and which are declining, which product/services purchased by each customer


Drill in and analyse the information - linking into your existing systems where possible.


.... and with the CRM Sync option

Sync the analysis to your Customer Relationship Management system (CRM), improving the value of your CRM system and putting key prioritisation information at the fingertips of your team.


Leverage your existing data and systems to shape your priorities

Read more about how the Customer Landscape Dashboard can help you.

Once you've visualised "where you are now" you're in a much stronger position to manage and forecast your sales pipeline. Add the Visual Sales Forecast Dashboard and turn your Sales Forecast into a key management tool to maximise revenue and profit growth, and great customer engagement in line with your priorities.