Know what is driving your sales.
Understand lead sources, pipeline movement, conversion and team performance from a single view.
- Dashboards for pipeline, lead funnel, team and campaigns
- 12 built-in report types
- Saved report definitions your team returns to
- Source attribution from first touch to outcome
- Salesperson performance at a glance
- Collection, outstanding and revenue reporting
Sales dashboards
Eleven purpose-built dashboards — lead funnel, opportunity funnel, team, counsellor, campaigns, calling, WhatsApp, automation, enrolment, lifecycle and operations.
Lead analytics
Where leads come from, how quickly they are worked, and what happens to them.
Pipeline and conversion
How opportunities move between stages, and where they stall or drop out.
Team performance
Compare activity and outcomes across the people on your team.
Campaign performance
Delivery and engagement for campaigns, attributed through to pipeline.
Reports you can keep
Save the reports you rely on, so the filters and breakdown are not rebuilt from scratch every time you need them.
Dashboards and reports are generated on request. Scheduled report delivery and large background exports are configured in Xoaro and processed by its worker, which is invoked per deployment rather than on a schedule built into the product.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.