SOFTWARE
Benchmark Pulse
Traffic, appointments, estimates, sales and follow-up reporting within your permissions.
BUSINESS PERFORMANCE
Benchmark Pulse
Track customer traffic, appointments and measures, estimates, sales, gross profit, collections and follow-up performance from authorized recorded activity.
- Nine reporting views cover Overview, Customer Traffic, Appointments & Measures, Estimates & Pipeline, Sales & Conversion, Financial Performance, Collections, Marketing & Re/Engage and Team Performance.
- Filter the permitted company, location, salesperson and date range, then open supporting records where access allows.
- Distinguish quoted amounts from actual sales and review proposal sharing, opening and response activity.
Benefit: See where opportunities need attention and how recorded sales activity is performing. Figures depend on entered data and connected sources; missing values remain unknown.
Corporate, location and individual controls govern tabs, financial metrics and record detail. External campaign attribution, operating expenses and commissions are not connected. Pulse is an integrated workspace application; inclusion and any additional scope are confirmed in the order.
Make it work for your business.
We confirm the scope, access and setup with you before activation.