Monthly Audit Dashboard
Shows which tools are used, what they saved, and what to cut.
In plain words
One screen that shows each rep's calls, meetings, pipeline and closed business, updated on its own from your CRM. No more Monday spreadsheet.
On the whiteboard
How it connects
Your CRM
Salesforce or HubSpot
calls, meetings, deals
Nightly pull
activity and pipeline
clean numbers
Dashboard
per rep, per product, per week
one shared view
Manager's screen
and a Monday email
Step by step
- 1
We agree the 6 numbers that matter to you.
- 2
We connect your CRM.
- 3
We build the dashboard with your team's names and products.
- 4
A Monday morning summary goes to managers.
- 5
We fix the data hygiene problems that show up.
Where teams use it
Monday meeting
It starts with the same numbers on everyone's screen.
A quiet two weeks
A rep's meetings drop. The manager sees it before the quarter ends.
Ownership asks
They want premium pipeline. You send the link.
What you get
- A live dashboard.
- A Monday summary email.
- Definitions written down.
- Training for managers.
Works with what you have
PPower BILooker StudioRRampn8nGoogle SheetsLooker Studio
Honest limits
- It shows what is in the CRM. If reps do not log it, it is not there.
- It is a mirror, not a judge.