Sales Analytics & Reporting

Real-Time Dashboards That Show You What’s Working and What’s Not

Most sales teams fly blind. They’re stuck pulling reports manually, chasing metrics across platforms, or worse—basing decisions on gut feel.

Mektra solves that with real-time analytics built directly into your CRM. From pipeline health to rep performance to lead source tracking, every insight lives in one place and updates automatically. No spreadsheets. No delays. No guesswork.

Whether you’re leading a small team or managing multiple sales units, we give you full visibility into the data that actually drives revenue.

What’s Included

✅ Custom Sales Dashboards
Track pipeline velocity, close rates, deal value, rep activity, and forecasted revenue—all in one view, updated in real time.

✅ KPI Tracking by Role or Team
Set and monitor KPIs for SDRs, AEs, managers, and account teams. Easily compare performance, spot trends, and identify gaps.

✅ Lead Source Attribution
Know exactly where your best leads come from. Track ROI across cold outreach, inbound campaigns, referrals, and paid media.

✅ Funnel Visibility & Conversion Metrics
See drop-off points, conversion rates, and movement through every stage of your sales funnel. Fix bottlenecks fast.

✅ Activity Tracking & Leaderboards
Monitor daily activities like calls, emails, meetings booked, and tasks completed. Use live leaderboards to drive healthy competition and accountability.

✅ Reporting Automations
Send reports to your inbox or Slack daily, weekly, or monthly—so you’re always in the loop without pulling a single export.

Fully Integrated With Your Outreach & CRM System

No more bouncing between tools or trying to make sense of disconnected data. All metrics are pulled directly from your CRM, outreach engine, and calendar—so everything stays accurate and actionable.

Why It Works

• You get real-time insights without manual reporting
• Managers know who’s performing and who needs coaching
• Reps can track progress and stay focused on high-impact activities
• Executives get a clear picture of revenue health and pipeline trends

Turn Your Data Into Decisions

With Mektra’s analytics and reporting system, you don’t just track performance—you improve it.

Book a free consult to see your reporting potential‍