Simple and powerful
reporting for sales
Simple and powerful
reporting for sales
Monitor and optimize sales performance and exeed quota every quarter.
Relate Docs is the easiest way to send sales documents to customers and track engagement such as opens, shares, and clicks.
Relate Docs is the easiest way to send sales documents to customers and track engagement such as opens, shares, and clicks.
Powering modern B2B companies
Powering modern B2B companies
Powering modern B2B companies
Powering modern B2B companies
5 Default charts that every sales team use
5 Default charts that every sales team use
Start with 5 default charts that every sales team use and optimize sales performance.
Send sales decks, quotes,
and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.
Newly Booked Revenue
Annual Contract Value (ACV)
Win Rate
New Opportunities by Stage
New Opportunities by Time
Newly Booked Revenue
Annual Contract Value (ACV)
Win Rate
New Opportunities by Stage
New Opportunities by Time
Newly Booked Revenue
Annual Contract Value (ACV)
Win Rate
New Opportunities by Stage
New Opportunities by Time
Newly Booked Revenue
Annual Contract Value (ACV)
Win Rate
New Opportunities by Stage
New Opportunities by Time
Conversion rates to optimize sales process
Conversion rates to optimize sales process
Monitor conversion rates in the pipeline, identify bottlecks, and improve sales efficiency.
Send sales decks, quotes,
and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.
Adding a custom chart to your dashboard
Adding a custom chart to your dashboard
Add a custom chart with perferred views and data sets to measure key metrics.
Send sales decks, quotes,
and invoices via links.
See exactly who's reading your docs and reach out them directly in CRM.
