Know your numbers. See what works. Sell more.
Your sales data tells a story. Right now, nobody's reading it. We build dashboards and analytics tools that show you exactly what's working, what's not, and what to do next.
Describe your ideaMaking sales decisions based on gut feelings instead of real data?
Spending every Monday morning building the same report in Excel?
Can't answer 'why did revenue drop last month?' without digging for hours?
How we do it
Our approach
Find your data
We connect to wherever your sales data lives — CRM, spreadsheets, invoicing, email, ads. One view of everything.
Ask the right questions
We work with your sales leaders to figure out which numbers actually matter. Not vanity metrics — the ones that drive decisions.
Build the dashboards
Clean, fast dashboards that answer your daily questions at a glance. Plus the ability to dig deeper when you need to.
Automate reporting
Weekly reports, pipeline updates, and alerts sent automatically. The right numbers reach the right people without anyone lifting a finger.
Proof it works
Related projects
From scattered spreadsheets to one dashboard the whole team uses daily
200+ managers and reps use it every morning. Planning that took days now takes minutes.
AI reads 2,000 compliance docs a day so humans don't have to
85% of documents need zero human touch. Processing dropped from 40 hours/week to 6.
Automated pricing across 50K products boosted revenue 23%
Revenue up 23% in the first quarter. Pricing team went from firefighting to strategy.
Use cases
What businesses use this for
Pipeline visibility
See your entire pipeline at a glance — total value, stage distribution, stuck deals, and expected close dates. Updated in real time.
Sales rep performance
Compare reps on the metrics that matter — not just closed deals, but activity, conversion rates, deal velocity, and customer retention.
Revenue forecasting
Predict next month's and next quarter's revenue based on your pipeline, historical close rates, and deal patterns. Not a guess — a model.
Lead source ROI
Know exactly which marketing channels bring in leads that actually close. Stop spending on channels that generate tire-kickers.
Win/loss analysis
Understand why you win and lose deals. Common objections, competitive losses, pricing patterns — all captured and analyzed.
Customer lifetime value
See which customers are most valuable over time, which segments grow, and which churn. Focus your effort where it pays.
FAQ
Common questions
We already have dashboards in our CRM. Why do we need this?
CRM dashboards show CRM data. We combine data from everywhere — CRM, billing, marketing, support — and show the full picture. Plus we build the specific views your team actually needs, not generic charts.
What tools do you use?
It depends on your needs. Sometimes we build custom dashboards in your existing tools. Sometimes we use Metabase, Grafana, or build custom web dashboards. We pick based on what works for your team, not what we prefer.
Can non-technical people use it?
That's the whole point. Dashboards should be as easy to read as a weather app. If your sales team needs training to use a dashboard, the dashboard is wrong.
How long does it take?
Most projects start with a working prototype in the first 2 weeks. We'll give you an exact timeline after we understand your requirements.
Can you connect to our existing tools?
Yes. We connect to virtually any CRM, invoicing tool, ad platform, or database. If it has an API or export feature, we can pull data from it.
Related services:
Got an idea?
Tell us about it.
No pitch deck needed. Just describe what you have in mind.
Or just email us at info@whitewiresolutions.com