Level up with one-click Salesforce dashboards
Save time and visualize real-time sales metrics and activities with Mixmax Insights, an out-of-the-box reporting solution for Salesforce. Empower your entire revenue team to do more with less–within days, not months.
- Track the outcomes your team creates, not just the activity.
- Monitor reps' quota attainment by day, week and month.
- Align your team and ensure everyone is contributing to the correct objectives.
- Visualize sales engagement data in three pre-built dashboards.
Mixmax Insights was a huge step up in figuring out how our salespeople are spending their time, setting targets to be sure everyone stays on task, and has given us greater transparency. Having canned reports has really helped us speed up. We’ve saved bandwidth since there's no manual reporting we have to pull together on our own.
Crush your
revenue goals
Examine leads, open opportunities, and closed-won data. See your summary for opportunity counts and values compared to total created by, and owned by.
Identify top performers
View your interactive leaderboard comparing individual rep performance to coach your team consistently. Track the number of calls, emails, LinkedIn outreach, and meetings scheduled per day, week, and month.
Gain powerful insights
Filter by role or department, providing detailed information on all open opportunities. Sort metrics such as the count and value of converted leads and open opportunity stages by rep.
