Monitor, analyze and take action!

Make business decisions based on data insights and reports.


Successful opportunities report using data collected.

Identify successful sources of sales and most productive  team members. Track new opportunities in the processing stage and plan your company’s operations accordingly.

Plan your future sales activities based on the performance of past opportunities.

Easily identify the source of successful sales opportunities or recognize the most successful sales team member. Keep track of your sales opportunities in different stages and keep your pipeline clean.




Failed opportunities report

See all of the reasons for not closing the deal and pivot your future sales approach to take advantage of that information. Click here to learn more about Opportunity fail reasons.


Track sales by product or product categories

Track purchasing behavior and analyze your sales performance by product categories.



Company wide KPI Monitors

Monitor your most important KPIs in real-time or even display them on a flat screen for the entire team to see.

Department specific reports and monitors

As with the company wide KPI monitors, you can monitor the data that is most important to you, so for a specific group of people (sales, customer support, call center). Reports and analyses help you to plan your key business decisions.



Daily email summaries

Get the previous day’s executive summary delivered to your inbox every day. How many tasks were performed, how many tickets are still pending, how many orders have not been processed yet? Get all the answers instantly.

Custom reports

Platformax’s Custom reports adapt to your business needs, which means quick access to critical data, important leads and information needed to make critical business decisions.


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