Stop Guessing. Start Knowing.
Real-time dashboards show you conversion rates, rep activity, pipeline health, and forecast accuracy. 8 report types. Daily digests at 8:30 AM. Export to CSV/PDF/Excel. Make data-driven decisions without spreadsheet gymnastics.
Data at Your Fingertips
From Gut Feel to Data-Driven in 4 Steps
Set targets, track automatically, get daily insights, and export reports on demand.
Set KPIs
Define targets for your team: conversion rate above 20%, win rate above 25%, sales cycle under 30 days. BoldReach tracks against these benchmarks automatically.
Auto-Track
Every activity, stage change, and deal outcome feeds into real-time dashboards. No manual data entry, no end-of-day reporting. The system captures everything as your team works.
Get Daily Digest
At 8:30 AM IST, every rep gets a personalized summary via email or WhatsApp: follow-ups due, demos scheduled, proposals pending, overdue tasks, and hot leads in the pool.
Export Reports
Pull any report into CSV, PDF, or Excel. Schedule weekly reports to auto-generate and email to stakeholders. Board meeting prep takes 2 minutes, not 2 hours.
Real-Time Sales Command Center
See every metric that matters — pipeline value, conversion rates, rep activity, and revenue — updated in real time. No refresh needed. Built for sales managers who want the full picture without digging through spreadsheets.
- Pipeline value, conversion rate, and win rate at a glance
- Per-rep activity tracking: calls, visits, proposals, closures
- Date range filters: today, this week, this month, custom range
Every Report Your Sales Head Needs
Pipeline, Activity, Revenue, Conversion, Sales Cycle, Territory, Forecast, and Lost Deals — eight report types that cover every angle of your sales operation. Each one is pre-built, filterable, and ready to share.
- Filter by rep, region, product, date range, or deal size
- Drill down from summary to individual deals with one click
- Compare month-over-month, quarter-over-quarter performance
8:30 AM — Your Day, Summarized
Every morning at 8:30 AM IST, each rep and manager gets a personalized digest via email or WhatsApp. Follow-ups due, demos scheduled, proposals pending, overdue tasks, hot leads — everything needed to hit the ground running.
- Personalized per rep — each person sees only their tasks and leads
- Manager digest includes team-wide metrics and alerts
- Delivered via email and WhatsApp — works even offline
Board Prep in 2 Minutes, Not 2 Hours
Export any report as PDF, Excel, or CSV. Schedule weekly or monthly reports to auto-generate and email to stakeholders. Your VP gets the pipeline summary every Monday. Finance gets the revenue report on the 1st. Automatically.
- One-click export with your company branding on PDFs
- Schedule reports to auto-email to any stakeholder list
- Excel exports include raw data for custom analysis and pivots
How Sales Teams Use Analytics
Monday Morning Review
Sales manager opens the dashboard at 9 AM. Sees pipeline health, stale deals, and rep activity from last week. In 5 minutes, knows exactly which reps need coaching and which deals need attention.
Quarterly Board Prep
VP of Sales exports the quarterly forecast and revenue report as branded PDFs. Pulls conversion data by source. The entire board deck's sales section is ready in under 10 minutes.
Lost Deal Analysis
Sales ops runs the Lost Deals report. Discovers 40% of losses happen at the proposal stage to a specific competitor. Adjusts pricing and positioning, improving win rate by 8% next quarter.
See Your Sales in Real Time
Start tracking what matters. Real-time dashboards, automated reports, and daily insights. Free 14-day trial. No credit card required.