Stop juggling tabs and hunting for information. The Pipeliner CRM Navigator Dashboard brings all your critical sales dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning., tasks, and insights into one intelligent, actionable view. Take control of your day before it takes control of you.
Your Daily Briefing, Powered by Intelligence
Know Your Next Move, Instantly
No more guesswork. Navigator delivers a prioritized, at-a-glance overview of everything you need to conquer your day.
- Your Personal To-Do List: The Activity Stream intelligently combines your scheduled tasks, appointments, and upcoming opportunities. See what’s on your plate for today and tomorrow, so you can focus your energy where it matters most.
- Never Miss a Beat: Get instant notifications for overdue activities and opportunities with missed close dates. Navigator flags what needs your immediate attention, turning potential problems into proactive solutions.
- Data-Driven Suggestions: Let Pipeliner be your personal sales analyst. Our Suggestions feature analyzes your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. for inactive leads and stalled opportunities, prompting you to take the right action to keep momentum high.
Crush Your Targets, Visualize Your Victory
From Goal Setting to Goal Getting
The Navigator Dashboard makes your sales targets more than just a number; it makes them a daily reality.
- Front-and-Center Motivation: Your primary sales target is always visible, tracking your progress in real-time. Watch the bar turn green as you get closer to your goal.
- Tailor Your Targets: Whether you focus on Won deals, weighted pipeline value, or total opportunity count, Navigator lets you define success on your terms. Set targets for yourself or your entire team with five distinct calculation types.
- See the Trend, Seize the Opportunity: The interactive Trend Chart visualizes your performance over time. Hover over the graph to compare different target types and click to drill down into the specific opportunities driving your success.
Stay Sharp, Stay Ahead
Fuel Your Growth with Expert Insights
Success in sales requires continuous learning. We bring the expertise directly to you.
- Daily Sales Wisdom: Receive curated articles and insights from Sales POP!, the leading online magazine for sales professionals. Customize the contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. to match your interests and get your daily dose of inspiration and strategy right within your CRM.
Ready to take command of your sales day? Discover how Pipeliner’s Navigator Dashboard can transform your productivity and drive your success.
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