Use data to calculate the strength of your business relationships and determine the next best action you can take.
Sales Dashboard
Keep your finger on the pulse of your business
BeeCastle sales dashboards are designed to provide you with accurate reporting to allow you to forecast your revenue
Real time sales dashboards
View your team’s sales progress by stage and by client
Take action to capture the opportunities on the table
View opportunities at risk
Open Opportunties
Get the granularity you need on deals in progress
View open opportunities in detail to allow you to cover off which opportunities can be prioritised to capture important revenue
View opportunity by stage, to see so you different parts of the pipeline
See the expected close date of all opportunities
Conduct multiple searches by filter
All Accounts vs Assigned Accounts
Used in sales meetings and strategic planning sessions
Contract Tracker
We know your client contracts are critical assets for your business, so we track them
BeeCastle’s comprehensive tracking dashboards are used by teams across the globe to track engagement, follow ups, and client relationships leading up to contract renewal
For every contract consider:
Which contracts are coming up to expiry?
What is the value of those contracts?
How much time has your account manager spent on a particular client?
