“quick to read sales data”

Pros

Our sales team now has all the information they need right in front of them which makes them much more informed about the products customers are ordering, who placed the orders and which jobs those items were used for.

Cons

At this point it still cannot sync posts to activities in NetSuite.

“Reports that actually tell something”

Pros

Keeping track of sales and managing everything in one place has been really convenient. The sales analysis and reporting are accurate and I can also build customized reports without much trouble for different clients depending on what they need.

Cons

I do not have any major complaints although the setup and overall use can feel a little complicated for new users at first.

“effortless to work with”

Pros

Using the app is more like a game than a typical business tool which makes it genuinely addictive and effortless to work with. It's especially effective for forecasting and sales analysis and that's where it really shines.

Cons

Honestly I cannot think of any real downsides. Whenever we need something changed, we just reach out to the developer team and they take care of it as quickly as possible.

“Works great on every screen”

Pros

The interface is very user friendly and there are lots of ways to look at the data for a selected period, like Rev, Paceline, Profit, Swing and target visibility. In short it works really well on both the app and desktop which makes it even more convenient to use.

Cons

I am struggling to find much to criticize. The only thing I'd like to see is the option to save my preferred view, column selection and column order in the Forecast on Target Period view instead of having it reset to the default every time.

“super useful for us”

Pros

Being able to drill down into product groups makes the software really useful.

Cons

There's still too much clutter from older scorecards.

“Features packed everything needed”

Pros

It comes with tons of excellent features and everything is very simple to use.

Cons

I have not run into anything I dislike about it so far.

“Tracks sales highlights matters”

Pros

Getting daily sales updates along with the pace line for monthly and quarterly sales has been really useful.

Cons

The mobile version is easy to use but the desktop version seems a bit confusing.

“Sales view stays perfectly clear”

Pros

One of the best parts is how clearly it shows sales performance by month and by year. I really like being able to monitor each client individually, see how they're performing and set both monthly and annual budgets. Also it is useful to view which products are being purchased and compare their performance against buying patterns from previous years.

Cons

A feature that would make it even better is a dashboard showing how your results compare with others on the sales team or within the department since that kind of visibility could help create a more competitive atmosphere.

“Visuals keep me locked in”

Pros

Right away the visual side of it makes a difference because I can instantly see where I am compared with my target. It's one of those tools you end up depending on surprisingly fast.

Cons

This really isn't an issue with the tool itself but I know I am not using everything it can do. Most of the time I stick to sales forecasting and tracking. The team has already provided training and I need to revisit it so I can make better use of the platform's full capabilities.

“always stay ahead with insights”

Pros

One of the most useful parts is being able to monitor and review customer sales performance in detail. It gives me a clear picture of how the month, quarter or year is likely to finish. I can quickly see whether I am on track with budget or falling short and it also highlights clients who have changed their buying behavior along with any trends developing over time.

Cons

The only downside I have noticed is that the mobile version can feel a bit complex when I need to quickly look up the performance of a specific client while I am on the road.

“tracks sales forecasts feel right”

Pros

Keeping tabs on daily sales is really convenient and it helps me stay updated on how things are performing. Also I like being able to forecast months in advance which makes planning ahead much easier.

Cons

At times the app can lag when switching between functions especially when changing custom dates for monthly sales.

“Forecasts come in crystal clear”

Pros

I find it easy to use. As the features are simple to work with and the way it breaks down forecasting for buyer trends and customer purchases is especially clear and specific.

Cons

One thing that trips me up is checking the last sale date in the app versus the desktop version. It makes it harder to confirm that the sales numbers are fully current and up to date.

“Sales view is amazing”

Pros

Having my sales numbers front and center along with forecasting and a clear view of monthly and yearly targets, makes it much easier to keep track of performance.

Cons

The updates don't come through quickly enough right now. I'd really like to have them available every morning.

“Tracks every sale well”

Pros

It is pretty easy to use, with real time data that helps keep up with both individual customer activity and overall sales and target performance.

Cons

I feel like its CRM side could use some work especially when it comes to making note taking more efficient and simpler.

“Every metric is clearly shown”

Pros

Right away everything is visible in one place and kept up to date such as by client, by product, by sales and by margin.

Cons

Honestly nothing comes to mind.

“Clean, motivating and well laid out”

Pros

Using it is not a hassle and fast and the way the data is presented is very clear and well organized. Also it is really convenient to communicate with individual people or the sales team directly through it. On top of that being able to set challenges helps create healthy competition and keeps teams motivated.

Cons

One thing that would make it even better is having access to real time data. At the moment the information is delayed by a day.