Know where your business stands, and open any number to see what is behind it.
Count, sum and compare anything you keep, over any period and against the one before. Put the answers on one board, set goals on the numbers that matter, and when you decide something, see what it changed. Each person sees only the numbers they may see.
Everything you keep in SalexHub can be counted: contacts, deals, invoices, stock, your own record types, even visits to your website. Ask the question once, and the answer stays live.
Pick what to measure and how to break it down, the period, and what to compare it with: the period before or the same one last year. The chart that answers the question is suggested, from fourteen kinds. Or ask the Agent for the number in plain words, and open its answer as a report.
Click a bar, a slice or a figure, and see the records behind it with the values that were counted. A number on a board is never a dead end, and nobody has to take it on trust.
A business has one set of records and many questions. Here is the one each person asks most.
Owner
The weekly brief as a chart: the three numbers that moved most against last week, two up and one down, with one goal at risk and one decision waiting for a verdict.
Set the quarter's goal once and it is measured every day. Each week, the numbers that moved most, the goals at risk and the decisions waiting for your verdict arrive as one brief.
Marketing
Visitors by source for the last 30 days next to deals created by source over the same days.
Your website is a source like any other: visitors and sessions by source, beside the deals those sources opened, for the same period.
Sales
Deals in each stage at the end of each of the last six months, as stacked columns, over a leaderboard of won value by owner.
Deals by stage right now, and how many stood in each stage at the end of every month, deleted ones included. A leaderboard of won value by owner keeps the month honest.
Accounts
Open invoices by customer, each bar split by how late the money is, and a note that the measure spans more than one currency and cannot be added as it is.
Open invoices by customer and by how late they are. A sum that mixes currencies is held back until it is converted at a dated rate, so a total never adds dollars to euros.
Drag saved reports onto a board, resize them, and set one period for all of them. Present fills a screen and refreshes every 30 seconds, for the office wall. Your own Overview holds the twelve numbers you watch, and only you see your choice.
Save a measure once under a name, such as won revenue, and use it everywhere. Give it a target for a period, and the goal is measured every day: on pace, at risk or off pace. When it moves between them, you hear about it, and a Mini can bring you the reasons.
Raise a price, change a process, start a campaign: write the decision down with what you expect it to move, across the business or for one customer. On the review date the arithmetic arrives by itself, and the verdict stays yours.
The day you decide · Decided
The decision with the numbers that stood that day, frozen so nobody can rewrite them later, and what you expect: which number moves, which way, by how much, and when to look again.
Waiting for you. Agree the expectation now, before anyone knows the result.
The review date · In review
The number over the same stretch of days before the decision and before the review, and the change between them, set against what you expected.
Waiting for you. Give the verdict: kept, adjusted, reverted or inconclusive, with a note.
When you close it · Closed
The verdict and your note on the decision, and the lesson offered to the organization's memory, so the Agent knows what was tried and how it went.
Waiting for you. An admin keeps the lesson or drops it.
A number is only useful if it is right and if it is yours to see. Reports keep the same rules as every record in SalexHub.
Why each person sees different numbersEvery number is computed for the person looking. A record they cannot open is not counted, and a property they may not read is refused out loud rather than quietly left out.
A sum across currencies waits for a dated rate, an average is never drawn as slices of a whole, and a report too large to compute says so instead of showing part of the answer.
A goal shows one number to everyone it is shared with, measured as the person who set it. A decision keeps the numbers it was made on, and its verdict is written by a person, never graded by the machine.
Reports, dashboards, goals and decisions come with every SalexHub plan, Free included. They count every record your plan holds.
Included, over up to 1,000 records
Included, over up to 25,000 records
Included, over up to 100,000 records
Included, over the records set in your contract
Yes. Any record type you keep can be counted, summed and compared, your own included, and so can the members of a list.
Each number is computed for the person looking, so records someone may not open are not counted for them. A goal is the exception: it shows one number to everyone it is shared with.
Not today. A board can fill a screen in Present mode, and goal notices and the weekly brief come to you in the app.
No. It computes the change between the days before the decision and the days before its review. Whether the decision caused it, and what to do next, is a person's verdict.
Start with the number you check most, and put it where your team sees it. The records behind it are one click away.