Sales Insights

Dashboard

Turn data into action. Pipeliner CRM Dashboards provide customizable, real-time views of sales performance and trends. Drill down instantly to update records and drive results.

2025-12-09T15:06:11+00:00

Archive

Pipeliner CRM's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.

2025-12-09T15:04:05+00:00

Dynamic Target

Dynamic Target is a real-time sales performance tracker that uses 5 precision Target Types (Weighted, Ranked, Balanced) to show you exactly where you stand against your quota, right in your Pipeline View. Stop guessing and start hitting your goals.

2025-12-08T13:47:00+00:00