Manage your business in real time with CRM dashboards tailored to every business area.
Build your KPI dashboards without any technical skills. From the daily sales dashboard to executive reporting, every level has its own indicators. Efficy’s dashboard is adapted to every profile and updates in real time.
Without an integrated dashboard, management stays approximate
Weekly exports in Excel
Teams compile, managers wait. Without a real-time CRM dashboard, information is already several days old by the time it arrives.
Two reports, two different numbers
Every team aggregates its data its own way. Without a unified dashboard, pointless debates replace strategic discussions.
Managing blind
Gaps not detected in time, resources allocated without reliable data. A real-time KPI dashboard eliminates these blind spots.
Real
time
CRM dashboard data always up to date, no export needed.
Unified
view
The same data for strategic discussions.
Early
detection
Off-target indicators visible immediately in the dashboard.
Autonomy
Build KPI dashboards without technical skills.
Native, customisable dashboards connected in real time
Your CRM dashboard is continuously fed by your teams' real data.
Every record update, every opportunity advancement is immediately reflected in the dashboard.
Sales dashboard for the pipeline
Number of opportunities by stage, weighted value, revenue forecasts, conversion rate by sales rep and segment.
The sales dashboard updates in real time with every change.
The Q2 forecast is calculated automatically.
KPI dashboards for every business area
Customer service: response times, resolution rate, satisfaction.
Marketing: opens, conversions, cost per lead.
Management: consolidated metrics on a single KPI dashboard: consolidated metrics on a single KPI dashboard.
Every profile accesses their dedicated dashboard dashboard.
Customisation and sharing without technical skills
Select your widgets, define your filters, adjust the layout.
Share your CRM dashboard with teams, with configurable permissions.
Automatic PDF export at the desired frequency.
Related features
What our clients say
"efficy's platform met the complexity of our membership and was very flexible in all developments as our CRM is fully customizable."
"We chose efficy's platform for its multilingual capabilities. Regardless of their area of operation in the world, our sales teams now have a single interface."
"The fact that we have been able to parameterize in efficy's platform the offers to be sent to our clients has speeded up the process. In addition, all this allows us to analyze many aspects and to make the appropriate follow-up of each project."
Make your data sources work for your CRM too
Your data deserves better than a manual update once a year.
Request a personalised demonstration and find out how to connect your CRM to the sources that make the difference for a reliable, fresh and continuously usable database.