Role-based start
Owners, managers and agents each get a home view.
Business overview, funnel, stage time, stuck leads, lost reasons, WhatsApp, response time, workload and more — with a "Start here" view for owners, managers and salespeople.
Core reports free; all 20 on Starter and GrowthAt minimum: where leads come from, how fast they are answered, how many convert at each stage, why deals are lost and which ads produce revenue. salestrack ships 20 such reports and shows each role the three or four that matter to them.
Owners, managers and agents each get a home view.
See where deals slow down.
Find deals that stopped moving.
Know why you lose, by campaign.
Rank branches side by side.
Type a question, get the number.
The funnel and stage-time reports show how many leads reach each stage and how long they wait there. Stuck-lead reports list the deals that stopped moving.
Response-time reports show median first reply by person, team and hour of day, so you can staff the busy hours and coach the slow responders.
Ask AI sits on every page. Type "which campaign brought the most customers last month?" and get the answer without building a report.
Each role sees what it needs. Pick a role.
Revenue, customers, ROI and branches at a glance.
Switch between a typical week without salestrack and the same week with it.
Or start from your role’s home.
By date, branch, team, source or campaign.
Click any number to see the leads.
With permission controls.
Business overview, branch comparison, funnel, stage time, stuck leads, forecast vs target, conversion, lost reasons, marketing ROI, WhatsApp, team, response time, workload, my performance and more — 20 in all.
Yes, for roles that have export permission.
Only if their role allows it. Revenue visibility is a separate permission.
Key dashboards work on phones.
Reports reflect live data in salestrack. Ad spend syncs from Meta and Google on a schedule. [CONFIRM: ad sync frequency]
The 20 reports cover most needs with filters for date, branch, team, source and campaign. [CONFIRM: custom report builder]
It shows how many leads reach each stage of your pipeline and the conversion between stages, so you can see where deals drop.
Yes. The branch comparison report ranks branches by leads, conversion, revenue and reply speed.
More questions? Email info@salestrackcrm.com or WhatsApp +91 80860 14345.