All features
Operations
Performance & Strategy
See what's really driving revenue.
Overview
The Management dashboard turns your pipeline into strategy. Find out which marketing channels actually close — not just which bring volume — rank your team by revenue won and win rate, and keep an eye on customer retention with active, at-risk, and dormant accounts plus a needs-attention list to win back.
Key capabilities
- Marketing-source conversion (which channels close)
- Team win-rate & revenue leaderboard
- Account retention: active, at-risk & dormant
- Needs-attention reactivation list
- Account breakdown by category
- Overall win rate & revenue won
- Available under Insights to users with the reports permission
- Meaningful empty state on every widget
app.swiftlycrm.com/management-dashboard