Driving Dashboard to focus on the right things


Dashboard is here to provide you with a quick overview of everything you need to know about your sales – all in one place. Whether you are looking at the current health of a pipeline, forecasting, or simply checking the performance of your team, everything is clearly laid out for your easy interpretation.

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How it can help you sell more

dashboard loss reasons

Top Loss Reasons

Identify the main ‘loss-reasons’ for your closed deals and improve your closing process with all future deals. Importantly, you can compare your loss-reason percentage with a selected team’s overall average.

Business Indicators

Do you need a fast update on the situation of your pipeline? Here’s how. Simply take a look at the top 3 key indicators concerning your Sales Pipeline; get a feel for a current situation and preview the overall forecast for any selected period of time.



Activity Management

Track your team’s performance against set activity goals. Employ useful overviews for sales managers to help you evaluate a team’s KPIs for any selected period.

Goal Management

Make use of simple, yet detailed, illustrated charts of sales goals against actual results for the past 12 months. No need for confusing graphs or multiple indicators; just the facts you need, when you need them.

dashboard sales plan

Open Opportunities Dashboard Teamgate

Risk Management

Risks: pinpoint the highs and lows of your current live opportunities and take the necessary action on those requiring your attention. Predictive analysis are designed to be both practical and simple, so that you can get to grips with any urgent situation, in real time.

Sales Funnel Management

Examine the current financial situation of your pipeline and identify any possible bottlenecks. You can then focus on the overcrowded segments of the process and manage your pipeline more easily and efficiently.

Pipeline Today Dashboard Teamgate

win ratios

Win Ratios

Easily identify the effort required to complete a successful deal closure. You can then take the necessary steps to increase your win ratios by improving your communication and pre-sales process, along with managing the overall quality of Leads.

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Convinced yet?


Hi, I am Ilmaras, Sales Manager here at Teamgate. I am responsible for ensuring that you drive maximum value from our tool. I would like to learn more about your main goals for using the CRM solution and to tell you how other companies are using our CRM. Please fill in the form and I will get back to you ASAP.