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RevOps Dashboards

Improve the performance of every aspect of the go-to-market system by identifying, connecting, visualizing, and analyzing the data metrics that matter. Establish a single point of decision-making for the entire revenue-aligned function process, from prospecting to customer expansion – as well as the assets, investment and systems that support it.

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Cross-Platform Dashboards

Cross-Platform Dashboards

Combine data from SaaS apps or your internal data warehouse. Get a comprehensive view, and stop logging into multiple systems to get reports.

Cross-Functional Dashboards

Cross-Functional Dashboards

Understand the impact of your marketing, sales, and customer service through analytics of your funnel and client lifecycle. Get meaningful attribution from metrics that matter the most for your business.

Mobile & Web Dashboards

Mobile & Web Dashboards

Use your phone to get real-time features to track your bottom line. You can track income and expenses, contacts being created and deals being closed, and view the financial picture for each month.




We will look at your company’s needs and the technical requirement necessary to create an effective UI or user interface



During this phase, we will define the responsibilities of the operators and the system to find exactly how our system fits into your business.


Connect Data Sources

Using our extensive experience with data and networking processes, we will lay out the map of the system.


Normalize Data

After aggregating the data, we will synthesize it into clear, understandable information.


Create Metrics

From these data sets, we will create the metrics for the success of your systems.


Create Visualizations

We will develop extensive mockups before finalizing the dashboard.




For a custom pricing plan that’s right for your business, contact our team.



How many dashboards does it include?

It includes unlimited dashboards.


How many users can be added?

You have the option to add unlimited users.


How many data sources can be added?

You have the option of adding unlimited data sources.


How often is the data refreshed?

Data is refreshed on an hourly basis.


Can I access the dashboard on my phone?

Absolutely!  you'll get a URL that holds everything you see on the web and you'll see on the phone as well.


Can it be emailed on a periodic basis?

Of course, it can be configured on a periodic basis.


Can I add additional databoards?

Yes, you can! But, if you need custom metrics and assistance with setting up the databoards and the visualization, those are not included in the RevOps dashboard service.

The RevOps Dashboard Service is to host the dashboard application for your organization and have it connected to all the systems with no breakages and make sure everything is running smoothly backed by our dedicated support team.

Client Testimonials

Learn from our
Unite your sales, marketing, and customer success functions.

Financial services companies need to embrace the potential of RevOps (revenue operations) for streamlining their business and boosting profits. From “single source of truth” databases to personalization and AI, RevOps gives your revenue teams the tools and training they need to get the most from the entire customer lifecycle

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Sales Enablement
Make your sales team dramatically more efficient and effective.

“One size fits all” sales messaging simply isn’t good enough anymore. Financial services companies need to reevaluate the people, processes, and technologies of their sales team from top to bottom. Today’s financial services sales teams need a modern, streamlined approach to sales enablement.

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Data Driven Marketing
Get the most from your enterprise data with cutting-edge insights.

Eighty-three percent of financial services executives say that data is their firm’s most strategic asset. So how do you process and refine your raw data for smarter data-driven decision-making? To overcome challenges such as data silos and long sales cycles, marketing teams in financial services need the right people, processes, and technologies in place.

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Reimagining Customer Service
Find out how AI and machine learning can transform your business.

AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.

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Operations Hub
Learn how to deploy HubSpot’s CRM for your RevOps needs.

Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.

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Operations Hub Enterprise
Learn about HubSpot’s CRM platform for reimagining your customer data.

HubSpot’s Operations Hub software helps streamline and centralize your customer-facing data and processes. With the Operations Hub CRM, you can delight your clientele and turn them into happy customers for life.

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